Replies to post #218026 on Biotech Values

[DewDiligence]

GLYC PR for archival purposes—they sold 8.05M* shares at a 1% premium to Monday’s close:

https://www.businesswire.com/news/home/20180320006661/en

*Assuming exercise of underwriter’s option.

[bladerunner1717]

re: GLYC

Biotech Jim,

This may be a bit of a quibble, but the CMO seems to be qualified for the development of Rivipansel. Now that Pfizer has taken over development, she seems a bit under-qualified for a cancer drug development company. I'd prefer to see someone in that position (an MD) with more experience in cancer drug development. As GLYC's cancer drugs enter late-stage trials, this is more of an issue, IMHO.


Bladerunner

[bladerunner1717]

re: GLYC

I would like to hear more of the Bear case.

"(GLYC) – Don’t think their data is compelling, hard to interpret single arm combo studies"--Ohad Hammer

Biotech Jim,

What do you think of Hammer's thoughts?


Bladerunner