"This implies a peak value in two years of around $US600m for the generic fonda program."
"If the phase three colorectal trials are successful, Alchemia's market cap will be measured in the billions -- but never, ever underestimate the risk of clinical trials."
Seems a lot like what some here have been saying for a long long time.
Expect David and Mark at Bioshares will be hitting the decks with a piece shortly too after all Mark's been saying the Approval was due "any day now" for quite a while.
Wouldn't be surprised if we find out that some of these recent US trips have locked down the debt facility all but ruling out any hope dingaling etc might have had of getting in cheaply to the de-risked ACL during any sort of CR.
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