I hear you And thx for your continuing education for us IHUBers Your posts are among the best Sounding like broken record, but the "thought leaders" on this Board are impressive -- phooey to Industry know-it-alls and to smarty pants Ivy Grads... Street/I Bank Slaves I'm more than happy to ride along in the wake of this boards Brights contributing (admittedly minimally) where I can Don't know if any folks had a chance to rvw this resource further, but it's loaded w good stuff to my ex-mng consultant eyes. In a past life id be data mining the heck out of it
The image Figure 2 in above cited research in particular speaks to B and possibly K and P. Worth a look-see.
Figure 2: Drug Development Decision Tree Depicting Expected Net Present Value (ENPV) of Private Returns (Values in $ Million) for a Hypothetical New Molecule X [as in Brilacidin]
Can't wait for bottomline data coupled with FDA insight. Leo I'm thinking is gonna deliver the goods during this season of giving.
Here's the skinny on the PolyHeist: Leo and Dr Menon's boys learned of the Poly situation in BK. They informed Leo and company that the assets were to be sold at auction and that there was little interest from the Biopharma community. As I understand it, the boys put together a stalking horse bid which took place at the height of Martha Vinyard season, meaning most biopharma officers were on vacation. The rest is history, other than the new corporation Nanonacteriacide (or whatever it's called) was the finders fee for putting together the deal.
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