Isn't non-inferiority based on patient response at 72 hours? I think Soli can achieve non-inferiority on that score and still be quite superior as a first line treatment based on fewer adverse reactions.
I agree that BO is likely, even a partnership will be a bir of a stertch. On the other hand, as you say drug development is their thing and they bought a portfolia of 500 macrilides from the company in NJ, amongst them, Soli. The boss has said that several had promise. So they might not be done with development at Cempra.
First week of October is speculation (on my part). Simply the same calendar days following completion of enrollment as the Oral. But when I did the calculation, I made no allowance for the holidays preceeding the January announcement of top line data for the Oral study. I suspect we have another month of sp games and accumulation before things get serious. Beware the trialing stop, intraday the smart boys will grab your stock.
Here, here! I'm with you. But beware that there is nothing easy about commercialization, though I think this management shoiuld take it in stide. The road will be bumpy for us longs if they go that route as execution will be criticized by the same folks who are now naysayers. There will be a new shelf, and a sales force that will require training and time to achieve pentration. This will likely result in one or more earings calls reporting unexpectedly higher losses for filling the pipeline with inventory (note the 4mm charge taken last qtr). These will be buying opportunities for those who think that this company will, when firing on all cylinders, run, run, split and run.
Conspiracy is a hobby for many. My thought is that shorts are for the most part hedges and the reason we are trading sideways and the sp is porpoising is that we are in the grip of ruthless accumulation. Small float will go through a wash rinse repeat with computers accumulating a position by selling round lots all day and buying back round lots+. When the price range yields no more shares, it will pop to a new range and the action will repeat. Isuspect that this will continue until news or time for the strategy begins to run out, say week 2 of October. While I doubt that this message board moves the market, you have to question the persistant efforts to erode the confidence of longs, here and elsewhere without a single argument of merit.
Talked this over with others. Seem they are just retiring a shelf with each filing. Sorry to confuse this. No intent to mis-lead.
Further, they made 2 filings, the 50mil and another for 2mil. Closing out another shelf I guess. Doesn't seem like housekeeping.
This will very likely go to a single buyer like Baker Bros who can see the future and want to be a stake holder. Just the announcement of such a deal will drive the share price. The did exactly this with Avanir which was later sold. They approaced the company directly to establish a position.