May be a good company, but I don't like your reference at all.
A) It's 1 year old.
B) Saying that Teverlix "targets markets worth $10b" is very disingenuous. I don't see how a drug that works like chemical castration by elimintating testosterone has no chance to gain significan market share in BPH.
C) The Piper fluff states the Tev. P3 could start in 1H '07. But, as of now we are awaiting data from another P2 dosing trial.
D) They need financing soon. They claimed a licensing deal for Tev. was possible by 3/07, I doubt 3/08 is in the cards. More likely a finance deal.
Again, not a slam on the company, just that the Piper piece dosn't mean much. Of course, the only value for sell-side analysis is for emergencies when out of toilet paper :-)
BTW, you might want to try posting this on the RPRX board.
News 
Market Data 
Discover 
