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BTH

10/21/11 10:45 PM

#129037 RE: JJM760 #129034

Get that rumor started, please. LOL.

I honestly, and I am way biased bc I own CURIS, but it wouldn't surprise me if they just bought CRIS. They bought Plexxikon for BRAF Zelboraf which is already "killing it" after almost no time on the market. They could have a huge skin cancer franchise (BRAF melanoma + basal cell carcinoma) with both Zelboraf and Vismodegib (Hh antagonist). The royalties they pay Curis for Vismodegib are negligable at ~8%. But when you start adding in royalties paid for the basal cell indication (which very well could be a $500 million - $1 billion drug just in that single indication in revs generated by Roche), and further advancing the drug in indications such as pancreatic (which I believe will be very positive in combination with Gemzar and Abraxis), as well as the small cell lung cancer indication, in combination studies ------ it starts to add up. Curis has three other compounds at various stages. CUDC101 looks pretty decent early on for liver tumors, and HPV throat.

Curis isnt exactly "cheap" where is now especially with EOY guidance at $30 million in cash (they dont have a huge cash drain like some biotechs), but, considering where some REAL pieces of shit in biotechland are trading, IMO, CRIS should be trading a lot higher than here.

Wake me up when the POS gets above $4.00.