Enjoyed your post. We don't get too much Biblical
Post# of 148175
(Total Views: 613)
Posted On: 05/08/2022 3:11:37 PM
Enjoyed your post. We don't get too much Biblical prose around here -- maybe some rented garments, people seldom renting the garments they have on at the time -- but I guess that's changed now. Yea though we walk through the valley of the shadow of death, we will fear no Gilead; with thy rod and thy staff you can go ahead give the FDA a good whack. (No butt jokes, though. Ask Respert.)
Especially agree with your gauging the depth of the Amarex liability; you only forgot to mention how we would have been on NASDAQ long ago if the A-Rex hadn't messed up the BLA and the Covid trials, and how being on the Nas would have helped the stock too. I've been saying a billion dollar settlement, but it should be more.
Only place I disagree is the way you conflate partnerships and combo trials. Sure, we need the buckos a partnership would bring, and there's no way we could pay for a NASH Phase 3. But I would like to see a partnership or two that enables us to advance Leron, solus, in other indications. That's the golden ticket.
Especially agree with your gauging the depth of the Amarex liability; you only forgot to mention how we would have been on NASDAQ long ago if the A-Rex hadn't messed up the BLA and the Covid trials, and how being on the Nas would have helped the stock too. I've been saying a billion dollar settlement, but it should be more.
Only place I disagree is the way you conflate partnerships and combo trials. Sure, we need the buckos a partnership would bring, and there's no way we could pay for a NASH Phase 3. But I would like to see a partnership or two that enables us to advance Leron, solus, in other indications. That's the golden ticket.
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