Hi Michael, rats! No sour response. Oh well,
Yes, I also asked about the Kaposi trial and the Melanoma trial (both
phase I-II). Both may be completed at the end of spring, maybe
early summer, maybe earlier (Lisa said don't hold me to that) One of
trials is ahead of the other one (I don't remember which)
In my opinion, the Kaposi trial has liitle economic impact and the
melanoma trial is not likely to be successful.
The Lidakol trial should be completed midsummer. Remember after
completion, ther is a 2 or 3 month analysis period before the results
are released. Of interest, 2 insiders sold part of their holdings just
before the last phase 3 results were released. It may be worth while
watching insider trading just before the anticipated release dates this
time around. The insiders were not with the company per se, but
were venture investors if I remember correctly. They still hold on to
shares I think.
I see the BMS retreat as a negative unless someone else steps up
in their place, Of course BMS may be wrong, they often are. |
