Cash/Burn From SEC Filing For Period:
2/26/20 Concise thesis: Fairly complex, early public cancer biopharma company with oradiscovery platform with derisked human breast cancer data, currently with $1B market cap that looks pretty attractive with 2 post-phase 3 assets. However, complex balance sheet, and China and upstate NY locations and go-alone US commercialization likely without clearly commercially differentiated data, hold back stock. Long term bullish though because derisked oradiscovery program provides interesting opportunity to improve widely used cancer chemo agents.
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Drug | Disease
Stage | Exp Date
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