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silvr_surfr

04/23/18 11:47 PM

#8087 RE: Jon20ABX #8077

Jon20ABX there is no debate that a separate new drug application has not been filed. There are, however, plenty of dots connecting to some kind of non-disclosure agreement being in place.

I have stuck with this investment, first, because of the terrific pipeline ANIP has developed, and, second, the optionality provided by the former (hidden) BPAX pipeline. For example, the recent CG0070 phase 2 results are exciting. Cold Genesys will be looking at this with other solid tumors as well. I don't see why this won't be an acquisition target before long.

For Libigel, who knows what's in store. That's what keeps it interesting. At a minimum, someone should tackle the 4 million off label scripts for women.