...as I've stated before we are so far under the radar of the avg investor its not funny. Also...even most bio investors have no idea what a successful HSP 90 molecule would mean. Unlike other oncology targets we would be the only game in town (as least for a while) Otoh...a clinical failure would be equally dismal to the downside. I am hopeful any partnership announcement involves something other than ganetespib. Its probably unrealistic but I want to keep all of ganetespib. ARIA is an example of what can happen to mkt cap (almost $2 billion....nosebleed area) with some success and exposure. barney
Looking at the companies in the 1 to 3 bill area I am not very impressed at all, seattle gen, onyx, dndn, hgsi none of them have anything close to ganetespibs potential. Odds are good it plays out like we expect. Or this mb will stay empty.