RE:big change in tone now compared to one month ago at agm 1.who give them fast track designation? who stop them at phase 3 for plasminogen? the same FDA that will give them the BLA.
2.precarious numbers ,you can't correct them without others cash.
3.Deal ,why whem you have a replacement drug (also accept by the FDA to put away 1 of the 2 existing drugs )
Remember this deal for perfenidone was 8 billions by Roche.
4.numbers: Esbriet+ofev sales 2016=1.47 billions.(a very conservative 10% for 2018 for pbi4050 will give 147 millions ,so this give .22 cents /share(for 670mill.share ) and .20 centsfor 700 mill.share
taken 25 multiple and it give you $5.17/share instead of $5.48/share.
i can live with that