More on CJC:
>> I sold the last of my cjc. The technology is great, but I think there will be some weakness until the next data set comes out in July <<
Smart move, IMHO. I think the ConjuChem situation is the mirror image of FMTI: with FMTI, investors were too negative, but with CJC they appear to be too positive.
CJC is spinning the interim results as an A or A- grade, but my assessment is B-/C+. The company concedes that nausea can be a limiting factor on dosing, and this is troubling from a competitive standpoint.
The maximum dose has been cut 20% (from 10mcg/kg to 8mcg/kg) in the next study, and it’s reasonable to assume that a lower dose will produce a somewhat shorter duration of action. If CJC’s drug has to be given more often than originally expected, how will it compete with Exenatide LAR –or even with the short-acting Exenatide?
This looks like a case where the hype may have overstepped the reality to some degree.
Market Data 
Markets 
AI
