RE: RE: Just thinking out loudThanks for all this info Cabbie
This really helped a lot
> 4. Under the assumption in #2, $25,000 per patient will be more than enough.
The estimate for our trials was $50,000-$100,000 per patient but that included in-house costs. Is the $25,000 only for the CRO?
> 5. The open label dosing (the same dosage level as P2b) follow up suggests that one a year dosing will be the
> labelling objective. It may last longer, but testing will be required. I believe that P2b may have that parameter
> (reference Sanduf-reported follow up at month 9).
GREAT NEWS !!! Once a year or greater is so important for it to gain market share.
> 7 Further financing, if required for P3, will not be at $1.00 imho. The level that PRX trades after the NR will be a
> better guide to pricing for any required financing. With a postitive NR ( next week, we all hope) I believe we will see > the sp in the $1.50 range, maybe higher as now there are fewer competitive new products with the demise
> of Aeterna Zentaris' BPH candidate.
$1.50 sounds reasonable but after 10 years at a biotech I've learned to wait for the proof. :) but I do think we're going to $1.50 when the NR comes out with a probable intra-day spike of $2.
> 8. If P3 is successful, I do not believe they will need to finance marketing...there will be a licencing deal.
That sounds like a logical choice.
Thanks again Cabbie