Replies to post #191722 on Biotech Values

[mcbio]

Thx for feedback. Based on JNP's CC, management thinks the future of the company lies in the newly in-licensed (potentially multi-drug) IVR.

You're generally a bit skeptical on companies that try to re-brand themselves through a name change, aren't you? A name change and in-licensing a drug (as opposed to internal prowess)? I might need some extra convincing. ; )

[dewophile]

JNP

I'm not sure what to make of their IVR technology. I can think of a few potential applications, specifically utilizing the multi-drug potential such as combined HRT, Lupron + NET add back, etc. There could be potential there but hard to know what to make of it at this stage keeping the programs so close to the vest. Pelvic pain woudl be another - it's a big problem with poor solution and if they can come up with something would be a commercial winner