re: Ann: New Drug Application for AXIRON acce... Agreed. The amazing thing about this sector is the difference between speculative upside which is where most biotechs sit and an 'actual' business with a real locked in cash flows. It will be interesting to see where management and the board take the business now. While the Axiron success is without question a ground breaker and yes, I don't believe we have seen the value of this factored into the price, - the real test for this board and this mgmt team is what they build off the back of it. Do you reckon they are hedging their bets and waiting for an offer from Lily (as they are the only buyer now)? Or will they build on this success and build on the platform?
Add to My Watchlist
What is My Watchlist?
