Just want to say: If a Kevetrin competitor with same MOA and non-genotoxicity does demonstrate efficacy, it would reduce the market value of our compound, however it is not all bad news. (1) It would not eliminate the market value. And (2) it would increase the current Big Pharma interest in Kevetrin ; "me-too"-ism is a powerful market motivator in the pharmaceuticals industry. Bottom line: this is not a winner-takes all proposition, and industry dynamics would bode well for us.
It's funny: in that article the company's management also says it is unaware of any similar compounds in clinical trials. They are apparently unaware of Kevetrin or its Phase 1! So odd to me. These guys all work in a vacuum? Forget research conferences, articles, peer interaction... how about a ten second search on Google??
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