Long, thanks for the perspective. However, the pilot for 1135 is supposed to enrool 5 people, but the trial shows they are still recruiting. Isn't this a bit disconcerning? I mean, how long does it take to recruit five participants? ISix months have gone by since May, when the trial started recruiting. Any info on this?
Anybody think that NVS is a likely candidate to buy out GERN? After all NVS is partnered with INCY for Jakafi, and INCY has been moving along to Ph2 two selective JAK1 compounds might compete with or cannibalise Jakafi sales (For which NVS has wolrdwide rights). I see this as a strategic move by NVS, also considering the high valuation if INCY (almost $9B.), and a great way to corner the MF market
Hey, given how INCy is pursuing JAK1, outside of the NVS partnership, I would think that buying out GERN might be a way for NVS to edge its bets and corner the MF market. I think it would be a great strategic move on the part of NVS, given the high market cap of INCY and how INCY is developing drugs for the same indications as JAKAVI.... what do you think? why would NVS not look at GERN? I am an investor in both companies. INCY since 2009
I added a small number of shares here. Who else is adding? I thought the last CC was positive. They are expanding the number of indications for Gevo and so the market opportunity will be increasing, and so should the valuation. No new drug until now worked for EOA, so the expectations for that indication were very low.