It was interesting that AT spoke about applying for breakthrough. I don't think he has done this publicly before. It is probably fair to say that he is confident of getting it.
It was also interesting that AT mentioned that perhaps SARTATE (DISCO trial) might be the first product to market. Frazis didn't seem to follow-up on that comment.
We are waiting on the phase 2 readout from DISCO. The trial closed recruitment early. If DISCO is going to be first to market it would seem to me that breakthrough and accelerated approval is on the cards for that product. I think he also mentioned that it has the potential for a couple of hundred million in revenue per annum.
CU6 Price at posting:
$1.54 Sentiment: Buy Disclosure: Held
A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.
(20min delay)