How to pick a winner?
Does not take a brain to understand that cash is life blood for any company.
IF you are selling, you want protection from margin erosion.
If you are an R&D company, you need to get to commercialization very fast.
For Biotechs, cash is even more vital. They don't sell anything. All they do is R&D (burn cash).
New Thallion is a survivor.
That's reality. It has cash until Q2 2011 and even more as Management will announced new rounds of expense cuts.
For 4601 and 232, these PII trials are pivotal. They will determine if the product can be commercialized in 2011-12.
All the waiting and pain is almost over for shareholders.
Arbitration process for 232 should take 3-5 months and finally we will get a final resolution. Aspergen will loose. No doubt about it. Aspergen is blackmailing Thallion. That's a no brainer.
It's the second written agreement broken by Aspergen.
This time Thallion can fight it all the way and they will do so.
For 4601, GBM is another ace card. 4601 was design for GBM. There is little doubt as to how successful it will be.
Reality is that the trial objective is progression free survival at 6 month.
The longer the better.
We have now reach the 10th month of testing...
Are you looking for massive losses. I suggest you buy Methylgene. I really do.
Early stage company. No lead compound. No market interest from no one.
Running out of cash and worst worst part of it - unable to convert tax losses into cash - even if they wanted to!!!
Pepmoron has been giving you investment lessons as to what you should do!
I suggest you follow him and purchased Methylcrapp.
I think it is clear how dishonest pepmoron is. This cretin can'T even apply his crap to his favorite flexible failure biotech crapp.
Remember, the Chief Scientific Officer of Methylcrapp got fired just before ASCO.... Not the ex-CEO, the brain of the company!