Enjoy12 Feb 2018 20:47
I see various comments upon this being a $b drug etc but market analytics tell us this is a phallacy. Look at recent drugs targeting this space and analyse their sales' profiles. Forget the total $ market for the drug
LOL ok go to Pfizer and tell them to stop all their billion dollar antibiotic sales then.
commercialisation strategy � Yes GL has addressed this in his powerpoint presentation.
I used to be a biotech analyst and no only too well that most fail to achieve their targets. � hence he is no longer a biotech analyst.
think the reality is that major pharma is uninterested in this space, it is 'niche' - LOL � niche is billions of dollars in sales for Pfizer.
Despite best efforts of the Management Team, they will be unable to secure a ROW deal prior to FDA approval. � that�s total nonsense � you don�t need a US FDA approval to sell antibiotics in India etc.
It will be interesting to see who they can appoint as CFO � EH? We�ve got a decent CFO, Jonathan E. Gold, read the surname, that�s all we need.
I doubt peak sales will be in excess of $150-200m tops. LOL � well this is pure guesswork � GL could secure a deal with GSK.
It will not be to a major pharma � this is again just guesswork.
then a slow titration upwards � LOL I think your needed back in the biotech lab.
Who is this character � only ever posted 17 times. Oh yes entitled to his flawed opinion. But his final paragraph is sensible. Lagaan maybe also known as Jogon.