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goodwill4all

08/09/12 9:27 AM

#3796 RE: Papalaka #3794

I agree...it is frustrating to see the drop below $1. My guess is Talons financials are weak, the patient population is niche, and investors are concerned about the cost of marketing this drug vs. profit to keep the other asset studies ongoing. I speculate a price spike will occur post approval & conference call if marketing announcements are made. It would be smart for Talon to pick 2 established oncology partners to co-market Marqibo, paying a licensing fee & royalties. In picking 2 partners, it eliminates some marketing risk/acceptance of drug in ONC community & would infuse cash immediately into Talon with an ongoing source of revenue via royalties. I don't want to see them take on an internal sales force - too much infrastructure, too much cost in the infancy of Marqibo's life cycle.