Worth a read.....it's clear than Marucci, Davis et al are building a Real Company with an extraordinary and expanding pipeline. I'm not certain that 2014 will be flamboyant, but 2015 should be a blockbuster year.
Well, it looks that 2106 will be the year of most results....Also I certainly hope that ASCO presentation will show clear and very positive results about Varli. They did not use worlds like "we're very exited" etc, so, my take is that results (after all it is just phase 1) expected to be solid with clear potential (they're starting p2 and p1/p2 with Varli), but, frankly, I did not hear anything that will affect s/p dramatically in near future.
On the plus note: I expect s/p to hit $45-$50 in 2016 (200%+ in 2 years in my view is not too bad...)
This was my sentiment exactly, but I was taken aback by remarks about difficulties to agree on partnerships. With all that clear, scientifically speaking, potential I'd expect it to be peace of cake.
I also under impression that "Big Boys" are ready to pay more but for approved products. Therefore, no takeover until 2016.