I agree that we need to hear something about the glaucoma gene/test kit corporate deal at the H&Q conference. Since H&Q is INSV's banker and the only major brokerage to cover the stock, this would be the logical forum. Besides, it was here, last year, that INSV announced the discovery/patent application for the first glaucoma gene.
In addition, it would be nice to get a feel for the company's timetable WRT the three NDA filings we expect in the next six months. The corporate manufacturing/marketing deals for PilaSite, BetaSite and MethaSite have been in place for about six months now, so something should be imminent.
It would also be nice to get some sort of status report on the several other drugs in development not to mention any new drugs that haven't been announced. According to H&Q's analysis, INSV patented DuraSite system could be compatible with a number of ophthalmic medications already on the market. Also, H&Q analyst has speculated that the time-release DuraSite system, would make an excellent, safe drug delivery system for other, more experimental drugs. If there are any developments along these lines, it would be nice to hear something too.
In short, Kumar could have quite a story to tell. Let's hope he does.
Bob M. |
