Vin/PhD man-not entirely correct and I have to agree with Jake. Laura Benjamin taught at Harvard Medical and specializes in the cancer micro environment, signaling pathways and targeted therapies. The Bavi IP is right in her wheelhouse. I would agree that the 700 patient Ph 3, with retrospect, was a shotgun approach that was ill advised. But Benjamin is targeting the biomarkers. All she needs is a good phase 2 and she could get bought out (which is still good for CDMO shareholders), so the BP model is not what she is looking for. CDMO got a good deal in the partnering transaction.
Revenue 1 year from now? Should hear something next week or the following that will continue to move the share price.
Bashing of PPHM is over and if Benjamin sees potential, well, just wish she had been part of the program a couple of years ago instead of Garnick.
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