(Total Views: 372)
Posted On: 03/19/2020 11:13:28 AM
Post# of 155271
And we won't get off OTC until we start knocking down milestones from the following:
1.Licensing/ financing- remember the only sustained run we had was from a deal with a second rate pharma.
2. BLA- we all feel it's inevitable, but we have missed more target dates than I can count, and we have no revenue until we are approved, some 6 mos after submission.Even if you believe the combo HIV won't sell much, meeting a milestone and opening the door to sell the product is a big step.
3. BTD for TNBC- the meeting with the FDA is only a few weeks off. I think the reasonable assumption is they like what they see, but will need quite a bit more data. Getting BTD makes all the sense in the world through the lens of investors and sick patients, but the FDA rarely moves this quickly. Even so, we still need the BLA.
Who knows on COVID? The patient population that would result from the trial protocol (as I understand it), won't be that large in the grand scheme.
1.Licensing/ financing- remember the only sustained run we had was from a deal with a second rate pharma.
2. BLA- we all feel it's inevitable, but we have missed more target dates than I can count, and we have no revenue until we are approved, some 6 mos after submission.Even if you believe the combo HIV won't sell much, meeting a milestone and opening the door to sell the product is a big step.
3. BTD for TNBC- the meeting with the FDA is only a few weeks off. I think the reasonable assumption is they like what they see, but will need quite a bit more data. Getting BTD makes all the sense in the world through the lens of investors and sick patients, but the FDA rarely moves this quickly. Even so, we still need the BLA.
Who knows on COVID? The patient population that would result from the trial protocol (as I understand it), won't be that large in the grand scheme.
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