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edge

06/02/15 11:06 PM

#106134 RE: biodoc #106133

And you may be right. The market can remain wrong for long periods of time and maybe it has been wrong so far 2015. All cylinders need to fire, but right now they are not..................
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Waverunner1

06/02/15 11:19 PM

#106135 RE: biodoc #106133

yep, me too doc. The current price does not begin to reflect the pipeline, due largely I believe to temporary excess supply of shares in the market. It's a complete gift, as I put fair value based on what we know now at a minimum of $5-$6. On the defensin mimetic side, just limited to antibiotic applications, Brilacidin could well be worth in excess of $5B (see Cubist deal at $9.3B). If DM's are also successful on the inflammatory disease front, you can double that figure, at least. And if Kevetrin succeeds it will absolutely blow the doors off... we have a recent comp (Imbruvica) at a whopping $40 B that is not as broadly applicable as an effective P53 activating drug would be. I've been in the market 25 yrs and this stock has the best risk/reward of any developmental stage biotech I have ever seen. Good luck to all my fellow visionaries here on this board as this could be a simply mind blowing 4 year ride.
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TheDane

06/03/15 7:59 AM

#106150 RE: biodoc #106133

Excellent!
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frrol

06/03/15 8:21 AM

#106157 RE: biodoc #106133

I did too, a few weeks ago. The compounds are progressing as well as can be expected and the stock price isn't; that means buy. Glad I had the extra capital, it's a good risk.