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smittypa

11/03/15 1:01 PM

#154 RE: DewDiligence #153

Would love to see MDCO license the EGRX product, but with a very full plate, and most sales reps transitioned to new product, it doesn't seem probable, at this point. IMO, ABP 700 has a potential (well over $15 billion per year, assuming phase 3 success) that outweighs almost any other early stage drug I can find. Need to relisten to the CC to verify what seemed almost ridiculous potential anesthesia patient numbers, Europe and US combined. MDCO 216 also has huge potential, but, the new trial involves a reformulation, so more risk than APCSK9. Carbavance will enter a crowded market, with strong competition, thus, IMO, less potential, than the other 3.