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Biotech / Medical : momo-T/FIF

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To: tuck who wrote (11032)	2/22/2017 7:55:06 AM
From: Biotech Jim	Read Replies (1) of 12215

<Do you or anyone else have thoughts on 845"s launch performance?> I did not realize that CR845 has launched.. Joking aside, I think CARA would sell the company rather than launch the drug itself if it gets that far, ie 'commercially' approvable. JNJ in my view would be the primary bidder, but others of course would be interested. Also depends on pruritis vs iv pain vs oral pain applications. The IV CR845 potential launch for pruritis could be relatively straightforward for CARA to go alone in the US. For any pain commercialization, one would want a corporate marketing effort and a detail group. Then there is exUS. On my CARA holdings, I sold a few shares recently, and II will sell more shares on news flow, in fact some shares are teed up now. Its been a long haul. I am working the plan now.

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