Curis gets less than 10% royalties but is also due ~$100 million milestones. BCC is a small indication, I know. However, GDC-449 is first in class, likely best in class, and in well over 20 additional trials currently underway with NCI and Genentech/Roche. If it pans out in combination trials in pancreatic and other major tumor types, it's going to very big IMO (Hh drugs possibly alter the tumor barrier allowing other drugs to successfully enter the tumor allowing better and more efficient delivery of the combining drug).
I think Hh is going to show huge efficacy in specific subtypes of cancer; and I want to own the first in class, which I do.
