Declining profits from AUXL testosterone products are already baked into the share price. I don't think we'll see much pps movement based on competing testosterone treatments.
That's ok this is the first time I put you on ignore....honestly- the FIRST!!!!
Well there is a phase II trial that could report anytime now. "Proof of Concept Study of Gevokizumab in the Treatment of Pyoderma Gangrenosum" from clinicaltrials.gov. Phase III data for uveitis should be out late this year or early next year.
In my opinion Dermagraft as well as some other wound care treatments will continue to compete/outcompete Grafix for mild to moderate cases of DFU. For severe DFU, I think that other wound care products are far behind Grafix in demonstrating efficacy. Also Grafix is ahead of the game for VLU as well. It's a huge market, hopefully Grafix gets a big piece of it.
I admit I had big expectations for prochymal. For GVHD it looked really good. As for type 1 diabetes I thought it was a stretch. When it came back that C-reactive protein was not changed, well inflammation indication were out. You can argue that C-reactive protein is not the end all be all for inflammation but who is going to listen to you. Now as for scaring and heart attacks well thats not necessarily an inflammation indication. Anyway, the wound care market has a large need for new treatments. There are few who would say that Osiris products are not competitive with the best that is out there. Bonk are you one of the few? You once said that wound care was a tough market to break into. Am I paraphrasing you unjustly?
100 mil in sales. 25 x sales = $17 pps; 100 mil is sales; ~ 15 x sales = $10 pps