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Re: genisi post# 160392

Saturday, 04/27/2013 3:16:39 PM

Saturday, April 27, 2013 3:16:39 PM

Post# of 257257
DYAX

Well, with self-administered subQ, less frequent dosing, better efficacy than C1 inhibitors and without black-box it would be a winner in the prophylaxis indication, but as you've noted - it is not even in the clinic yet.

Thanks. It will be in the clinic shortly, though. Just trying to get a handle on risk-reward of DYAX here at ~$275M market cap. Seems reasonable to me given cash flow from Kalbitor, partnered pipeline potential, and potential for wholly-owned DX-2930, but I need to do more DD on their financials (someone mentioned before their poor financials so need to look closer there).

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