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vorlon1966

08/18/14 5:04 PM

#6348 RE: ashferna #6347

Anything I post is just a guess since no one can predict the future. This is one possible way it could play out....IF the protocols are finished by mid september then we could start to see enrollment by end of October. IF enough sites are open by then we could get 50-60 patients by end of the year. IF that happens I think the study will be recommended be shut down by the DMC end of May. IF the FDA agrees that's it....on to the NDA. So a good point for big pharma would be mid next summer. Lot's of if's, and's, or but's.

Now starting next year the big patents run out on the big pharma's. They begin to lose billions to the generics. By then Pvct should have signed deals with China and India already in place and maybe Japan, Pacific Rim, and Europe. These deals should have upfront cash, big milestone payments, and nice royalties. That monetizes the company. The licenses will be for all indications. PII/PIII liver trials should be underway as well.

Look to the companies represented on the SAB. Bayer, Pfizer, Sanofi, and Boehringer-Ingelheim as the top interested contenders for the moment. But there are two others at least that Moffitt does a lot of research for. Any combo studies with immunotherapies should pull their interest up to the top. I also see Amgen as a late sleeper, busy digesting two big purchases that I would have not swallowed.

We see the drug works and now we are seeing pharmas such as Sinopharm not only show interest but are acting on it.

The future is unknown, it has been stormy, but it looks like the sky is clearing.