RE:RE:RE:RE:RE:RE:So anything good coming out soonThey have three PDCs in human clinical trials, one in phase II, and they have efficacy data in many patients. Just that is more than enough to have much higher valuation. Their chemistry is also more advanced, and they use better cytotoxic agents than docetaxel, agents to which resistance is less likely. They are where Thera hope to be in a few years with more than one PDC. The only thing that in theory seems to favor Thera, is the target, sortilin.
SPCEO1 wrote: BCYC is down about 25% YTD so it does not appear the market reacted welll to this data. It does have a boatload of analysts follwoing it including GS and MS, has $437 million in cash and is only burning about as much as TH - around $14 million last year. Revenues are less than $12 million. Market cap is $1.3 billion.
From a science perspective, what is it that gives BCYC such a better valuation? What does it have that TH needs to have to getthe same level of respect?