RE: Things are looking up !!!!.......f7
I agree F7......in a sense......my comment was more about Hughs comment about Transition being a one trick pony before AZD-103 came along. It wasn't. I look at the INT as a broader application than he does I guess. And HepC is still viable for partnership. MS is Not!! Written off last quarter.
Theres:
------ GLP1-INT
-------E1-INT
-------Prolactin-INT
-------INT for Transplant
-------INT-***
.........Two of these are partnered with separate Partners.
Like I said before I'm hot about the lead Compounds not advancing from the Optimol Program and the bottleneck in our clinic has to be adjusted to provide attention to all of our pursuits. I'm still hot about this and I'm Wining about it........LOL
Like I've stated before, my position regarding the lacklustre response to E1-INT results has more to do with Novo still holding the cards as to whether or not they'll opt in or not. I think some people see the less than a Cure results as a factor to proceed cautiously in regards to the $48 million Novo question.......
I also agree with you about more hope for GLP1 now with Regeneration now shown in Humans. Less Regulatory hurdles helps.
Are we range bound?? That question can only be answered if you have crystal ball that really works........LOL. I don't, but I do know that there are significant events approaching to raise expectations.
As far as your latesummer/fall comment I would think so being that Novo must decide 60 days after receiving the 6 month (FDA Requirement) E1-INT data which Dr. Cruz has said ...."will be ready in June, late June."
But I still think there is opportunity for PPS appreciation well before that. If you don't think with positive results from the current AZD-103 MAD Trial there will be appreciation we're not correlated at all with our valuaton models.
Good Luck f7 and all longs......