Curtis:
Here's a breakdown for drugs overall......
fda.gov
I don't know if neuro stuff is above or below the curve. Maybe Neuro/Dr. Tracy does. I like his estimate of a time that, given luck, we could see a marketed product.
once of my concerns is that the company seems to have two very different pipes
There are two very different camps. Some would like to see the company spin off or sell the innovation, leaving a profitable anti-adhesions company. Others, like me, like to see every company that has a shot at "integrated small pharma" go for it. Amgen made it. AGPH made it far enough to have paid big for shareholders. Biogen is one step away, etc., etc.
GLIA has incredible leverage, and, as more research shows up on H3, the leverage grows. Using "we" liberally, we're through a crucial single-dose phase I. A few more doses without tox, and you're commanding either a large upfront or a deal with mega milestones.
Oesterling knows how to ride shares without dilution and to manage a business plan. This 30 ----> 25 consolidation is from those not wanting to ride.
Yeeeeeehaw!
Rick
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