I have been following Curis since Erivedge was approved in January 2012. Sales are on the increase, but nothing to get terribly excited about, but still I think you will see about a 32% increase from Q3 to Q4. At about $3 a share, the only danger they seem to have now is that Roche may buy them before the stock price realizes any kind of potential. They have a market cap of ~$245 million dollars.
I wonder if CRIS has floundered because the current executive team leaves a lot to be desired. I also wonder if that even matters at this stage. Erivedge really belongs to Roche at this point. They have moved it forward to get this first approval in aBCC. It is Roche that is moving it forward in operable BCC and other trials as well. Right now this is a one drug story in my opinion. Sooner or later fundamentals will catch up and the stock price should reflect the earnings growth. Roche noted that Erivedge was a drug they are expecting to see a lot of earnings growth from for 2013.