fattie good to see a couple of avx tragics up there in the tipping comp and avx coming in the top 100! well done
wrt to where avx is going, i think its pretty much all on the table now, apart from the remaining aces up messrs chick/coates sleeves for the big announcements coming up, and as cb mentioned we are very close to knowing a lot more about the real prospects of atc
where to from here? howabouthis...
integrase - tibotec licensing deal $10M upfront and $450M + royalties headline deal (just search tibotec preclinical deal and see their '08 HCV preclinical deal)
atc - great phiii 24 wk data released pre-xmas, partnered early in the new year, some enormous pressure on the fda about approving the 'next generation' nrti, accellerated approval and at market within 12 mths from now, and us$200M sales in its first year!
sp - in orbit!
AVX Price at posting:
18.0¢ Sentiment: LT Buy Disclosure: Held
