probably this area since it will be fast tracked in Phase 3. ARN509 is the improved version of Xtandi invented by the same Dr. Sawyers would has a royalty of 10% on his invention of Xtandi. ARN509 does not cause seizures like Xtandi, it is more effective with less side effects and it is cheaper to produce. Medivation lost the court battle trying to block its release.
Since he can't be long Aragon (a tiny privately held company), that's probably a safe conclusion, doc. It's wonderful to see these old disappointed Dendreonites still showing up with their dire warnings: market cap is too big, Xtandi is too expensive, ARN509 waiting in the wings, insiders selling, etc. They bet on the wrong company, and now they're compounding their error by betting against the right one.