Blade
I've been interested in CRVS as a cheap way to play the anti CD73 antibodies & adenosine inhibitors. Richard Miller has a pretty good track record of bringing drugs to market, mostly with Pharmacyclics. So I'm thinking it might be worth a bit of speculation. CRVS is pretty limited in terms of cash, especially going into clinical trials. However, companies with similar pipelines (i.e., SURF) have garnered a fair amount of partner interest.
Do you have an opinion on CRVS as a speculation? It trades horribly but at a market cap of $115M it seems too cheap for the potential pipeline. I'm thinking that the announcement of a partner would remove a major doubt weighing the stock down.
Any thoughts?
FL