They are big into pulmonary and would be a partner x-US. Lets say CEMP talked to them about a partnership, then one thing led to another. I thought the same thing about exiting one partner, but remaining committed, that doesn't seem to make sense on the surface, unless you have a better alternative or BO.
Treatable with a 3 combo with many side effects, with growing resistance to the point they are not effective in a growing number of areas. Also watch the FDA further restrict the use of fluro's.
Those results should come quick. Only one site right? Also, even though its oral...it would further support non-issues with liver toxicity.
Still comparing generics to branded , I don't know anyone that does that; except you.
Rosen about to be sanctioned my friend. There is a tangled web of shorting and profiteering that is being investigated as we speak. SEC is under a lot of pressure to clean up the biotech manipulation. There are posters that are going to jail, part of the Short attack on biotechs. Are you about to be served? CTIX will be $10 soon. Mako going to jail. As far at this Co. I'm not short, but wouldn't be surprised to see the same MO take down...so I'll wait on it.
With K potentially being up to a $5 Billion drug, let's say the others are min a billion each. And now that short thesis has been completely destroyed; I wonder how before this really rips. Drugs are in clinical trials, one heading to PHIII...CTIX is not a preclinical biotech. The PPS is really out of whack.
If they go it alone for CABP, the analyst's would actually have to raise their PT's. There wouldn't be any sharing of revenue with a partner.
That is the way I am thinking of it. Unfortunately stocks go down in these situations faster than they recover. It will get to those old highs in the not to distant future.
Thanks for the post. I believe that you need to consider future possible uses of Soli, like COPD, gram negative, and pediatrics for starters. $66 is too low, however I could see a bid staring around there.