Replies to post #148099 on Biotech Values

[jq1234]

I think if X or Z are actually moving to prior to CR, it would open up more opportunities to other treatment options in CRPC space because X and Z probably will take most CRPC space in the next a few years.

[mcbio]

So I'm not dismissing the OXG drug - just pointing out that it is late to the party and so will have a tougher time finding a niche and enrolling trials.

Fair enough. I'm just keeping a close eye on it because the different MoA and the CR in the P2 trial caught my eye and if OGXI has anything at all here, the stock is likely going to prove to be pretty cheap at the current ~$200M market cap, especially considering the fact they have already disclosed that their existing cash will last them into 2015. 427 is wholly-owned and hopefully they can partner it at some point down the road.