RE: Hanging in there - FutureBB:
No question that I'm all in. The results have been so consistently positive, I'd be really surprised if it comes off the rails, but...you never know.
I think things will move faster than your timetable because they may want to tap into pharma's anxiety/concern with top line revenue, expiring patents, Obama healthcare initiatives etc.
If 2b shows the efficacy of earlier studies and ZERO adverse reactions, I see it as a candidate to fast track to market. The dosage is confirmed; the indication is focused, clinical protocols established and any additional clincals will have a short read on both efficacy and side effects. Money can get it done quickly.
In addition, there is enough data to support detailed discussion on a commercial deal. The results on cancer, which have not been widely talked about, may also be a motivator or a factor. At one time, I think that PRX thought about licensing with a niche player, but I believe that their options may be significantly wider now.
Therefore, I see 2b results in Q4 with a business deal shortly thereafter (or maybe even coincidentally). There will be a rush to finalize the required data for an NDA so the product can be in market in 2011. Your 2b sp ($1.00 to $1.25) is at the bottom end of my range at that point, but we are close. Also, look for a ramp up of clinical activity on prostate cancer.
Patience will be handsomely rewarded.
Hopefully others have input.