Nobody should invest in CDY without first listening to these interviews. Some key takeaways for the not so scientific are:
1. OTC profitability;
2. Fairly clear pathway for a focussed diabetic kidney nephropathy trial (2 year duration);
3. Computence University is taking a solid tumor (blastoma) study forward and this will involve midkine antibories and midkine receptor blockers in combination with other treatments;
4. Celgene board members don't attend events like this, present their ideas and do interviews unless there is an alignment of focus ..... in these case on the mechanisms of action of KEY disease triggering large molecules (such as midkine) and the Challenge of separating a small amount of wheat from an enormous amount of chaff. The big end of town is finally taking notice.
For the underlying scientific pathways forward, listen to the interviews a few times.
