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Whosetosay

06/25/16 5:49 PM

#74197 RE: trading_cyclist #74172

I would have sold the company, as they were likely approached a few times. Short of that, I would have sold off Ponatinib and not delayed '113 data release or NDA.

I think they should still sell off the rest of Ponatinib (US). That removes all cash issues, as we'd no longer have to fund those two, zero-value-add OPTIC trials. Ponatinib as-is won't be net cash positive for 3 years at the earliest.

We'd also go from being the most partnered biotech in the universe, to being tied for the least partnered, i.e. zero partners. That would get us sold fast, purely on '113 and the pre-clinicals.