RE: Discount to NAV19 Dec 2015 19:51
Hi Dim-although any share of this type carries some risk I really think that the odds are very much in favour of Ickaprim getting to market and as such the tisk/ reward is very high.The fact that Iclaprim has proven safety in over 1000 patients/ has in Vivo and in vitro trial success compared to Vancomycin for ABSSSI/has a 80mg for any body weight/ has Fasttrack/Covance as CRO/trial protocol is non inferiority means that MTFB have done all they can to de risk Iclaprim especially when there such a big need for new ABs.
PK- still confident for the future but my PF is overall about even but with some decent chunks with hopefully some good upside