Do you have any idea on the potential size of the market for orBec in GI GVHD? A 35% royalty due to DORB on net sales of orBec is very nice but just curious about the size of the market they're going after.
Although they missed statistical significance on the primary endpoint in the prior Phase III, it looks like they did attain statistical signficance on a key secondary endpoint (treatment failure rate at day 80), which it appears will now be the primary endpoint of the upcoming confirmatory Phase III trial of orBec in GVHD (http://finance.yahoo.com/news/DOR-BioPharma-Receives-SPA-iw-13961265.html ). Also, those prior trials were randomized, double-blind, and placebo-controlled, which is always a good thing. Finally, the prior trial resulted in a hazard ratio of 0.54 as it related to mortality at one-year.
So, it sounds like a legitimate drug, but I'm just curious about the market opportunity here.