Thwhack, HA-I is an enhanced version of an established drug (Irinotecan). Irinotecan already has market share. And if you live the Alchemia's slogan: 'We'll drop-in HA as a direct replacement to vanilla Irino' then you've got nothing to worry about in terms of competition. HYAct is a platform.
The technology wants you to believe the idea that CD44 seems to express itself more aggressively when certain cancers are present. If you believe this then HYAct will use its Hy-acid to hold the existing drug and bind that to CD44 when it occurs. Its about delivery. The risk is about execution, not approval (or clinical results) in my opinion. Refer; Lovenox v Arixtra (fonda) for case study on how an enhanced drug with better profile can continue to lag the first-to-market.
Trade the spike.
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