I am surprised there hasn't been more discussion about the Jeffries presentation. I felt Dan did a great job of explaining the potential Curis has for current and new investors. Some snipets
He said at around the 1:00 minute mark that just for Erivedge, "it represents substantial growth upside for Curis investors"
At the 3:20 mark he summarizes the investment thesis as "We have a deep pipeline, with multiple milestones and value inflection points lined up for the next 6, 12 and 18 months. Erivedge in and of itself represents a very attractive growth potential for our shareholders...."
At 4:20 "Roche has publicly stated that for the label we currently have they expect that 1.5% of all bcc cases, approximately 30,000 cases in the US alone annually, and in the operable, another 2% of the total will comprise another 40,000 patients...."
If you go to Investorshub you will see the rest of my summary through the end. Yahoo will not let allow a long post and the Ihub summary is too long for Yahoo.
Just wanted to bring something worthwhile up to the top of the list. If you haven't listened to the presentation I highly recommend it or go to Ihub for my full summary but I may have missed some of it. GLTA