I've been thinking it may be a good opportunity as well and started reviewing the company. Hammer does a really nice job of writing up company analysis I appreciate you and I believe Peter recommending him a while back.
I do have some reservations I'm trying to get past before I take a position (and it may very well recover before I do) not necessarily in order: 1-Not 1 but 2 companies passed on Cabo that is especially worrisome. 2-Management creditability 3-Even though they cut costs they still burn quite a lot of money. 4-I don't feel comfortable with a pain endpoint maybe bad memories from satraplatin (GPC/SPPI) so it leaves the 307 trial (IMO) as the one that will determine the success/failure in CRPC. 5-I liked Hammers discussion about the bone scans. I have to do more research to feel comfortable the improvement seen can be correlated with survival and not for some other reason.
That aside I actually like quite a lot about what I've found thus far. Having an indication with a potential relatively near term approval and being able to attract several partners and seemingly an engine capable of producing additional compounds.
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