RE:Don't fool yourself ...MrMugsy wrote: The market isn't going to understand the full value of what's going on here - IMO.
They're going to need analysts to explain it to them. Hahaha !
Everything is back on the table - in a big way (it seems).
This is why it's been hard to get information out of these guys.
Lots of science on the go and they can't talk about it until a patent is issued.
As I've been saying - even the commercial study is going to be wrong - the numbers will be too low for the potential of this drug going forward (IMO).
If I am to guess, I'd say we're moving to a (higher purity) Naproxen - only a guess. There are other potential ways but I'd assume they come with greater testing requirements. To be seen.
I think this also puts 352 in question as well - might be able to do double duty if we're lucky. TBD.
Good Luck !
One potential direction as I've followed in the recent past (but there are others too) ...
"...we evaluated the efficacy of a new H2S-releasing derivative of naproxen, named naproxen-4-hydroxybenzodithioate (naproxen-HBTA), in reducing metastatic melanoma features, both in vitro and in vivo. The novel H2S donor has been prepared following a synthetic scheme that provided high yields and purity." With faster onset, might put peri-op on the map.
Already chasing Post-op and other acute indications.
Chronic back in the mix (but we don't know to what degree).
Assuming the drug is successful ...
Best case ... $60 BB+ market - post-op, other acute, chronic and peri-op
Worst case ... $25 BB with the acute markets as previously indicated
The decision to go with a new formulation could be as simple as comparing a few options in parallel and letting the winner take all.
The market(s) range could be anywhere between $25 BB and $60 BB+.
Sure hope that's the case.
Sure - this news has scared a few into selling - as I expected this AM.
Wouldn't take much to drop the price on a market sell.
So be it - came in handy for those who were ready to pull the trigger.
Now we need a bettter explanation as to what is really going on here - away from all the guessing - and - into some good understanding of what we're dealing with.