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MacTheKnife

11/11/09 1:29 PM

#190 RE: tnzalu #189

tnzlu,

Good summary. You miss one key point:

CEO stated that the next trial would be either a Ph 2 confirmatory trial OR else a Phase 2/3 trial. It seems to me that the partners want to move this along a little quicker than we might have expected.

Imagine CEO announces tomorrow that Novartis has paid 50m up front to partner Tovaxin and is going straight into a Phase 3 trial? Can you see the share price reaction? I can!

Mac
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K from Cal

11/11/09 1:36 PM

#191 RE: tnzalu #189

The warrants (OPXAW) seem like a great bargain right now at a dollar if you can get them. Hard to find any sellers though.

Thanks for the analysis. This engine seems like it's still in first gear and just starting to rev the rpm's. It should be fun.