Replies to post #187738 on Biotech Values

[vinmantoo]

Correction. PGNX has close to $130 million in cash not $90 million as I forgot to include their $40 million milestone from SLXP for Relistor label expansion approval in OIC this past summer

[Carl Chris]

Nice summary.
But you missed Azedra, which is a quite safe play, and will likely make another small but steady revenue in a few years.
Among the two PSMA products, the imaging agent is more of value and more mature in the development. The company just completed ph2 end meeting with FDA and likely reached some consensus on ph3 design. Hopefully the company will disclose more details in the upcoming conferences.

How do you people think the impact of Valeant/Salix deal on Progenics?

[biotech_researcher]

OIC is becoming crowded. IronWood is entering the market, SGYP has entered trials, and most importantly SCMP already has an approved products for IBS, CIC and OIC. I use owned use to SCMP. It's profitable..

[DewDiligence]

PGNX phase-2 data in CRPC is out—market reaction tepid:

http://finance.yahoo.com/news/progenics-pharmaceuticals-presents-positive-phase-163000893.html

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