Air of excitement... Rarely do we have the opportunity to be invested in a stock such as BTI. There is a palpable sense of positive expectation swirling about. Judging by the reads on previous posts, there are over 150 lurkers to the very few posters here. Interesting. Speculation based on a sound footing of many successive, positve news releases over the last few years is intensifying but I expect it is nothing like that which we will see when the dam breaks on further good news.
BTI is still far under the radar of mainstream visibility in the biomedical sector. For present shareholders, those who actully understand the technology, there is an almost surefootedness to near term expectations ( weeks ) that should be realized. The sizzle is now set up wondering just how many pharmas are in advanced discussions, how many have recently come to the table and how many are actively scrutinizing the research papers, reviewing the empirical (quantitative and qualitative ) evidence and the study results. There is not much time left for dithering. As Risky and others have mentioned, the conclusions to date are rather impactful.
For those who just do not have the time or inclination to do the reading, may I suggest at least reviewing pmrider's posts over the last 6 months ( go to 'content' of poster's name). He appears to be a medical professional and posts invaluable insight on the technology in semi layman's language. He has emphasized the focus on 'risk' and it's reduction with respect to the advancement of the many projects BTI has undertaken with Shire, Abbott and Texas Tech. (TTU) , the latter being the most exciting as it's phase III brain metasteses program is well underway. Results with Herceptin conjugate BT2111 in the peripheral tumours in the body have been positive... and if effectivity is the same against brain metases tumour growth arrest as seen in the Xenograft (human cell) grafts in mice is proven in phase III the immediate focus will be in humans. Since the natural human protien P97 has been effective in mice it follows that the technology will indeed transfer effectively in humans. Since it has been proven by way of assays in humans via direct drug injection into the brain ( via the spiinal nerves) that it is effciacious, ( and by way of the treatment of human cells in mice) then the obvious deduction is that BTI has the goods with Transcend for human treatment.
Who will jump first for a licensing deal up front payment? What will the competitors ( 50 large pharmas) do? Will one bite the bullet and just go for a buyout now thinking that the evidence is just too compelling pre- clinically? Could the news be sudden and surprising? What does Abbott and Shire already know?