Some interesting points made... 230 US Listed Bios... We did have 105 a few years ago... I think the number is around 80... There are some clues...
Why were we overweight in listed bios..? Did ours list far too early in life?.
I am not sure if we will get to many more OBJs in the short term.
My thinking is that it's time for another MSB or ACR type deal... Big dollars... Or a big buyout... Big results in a trial to start a Big Pharma Auction...
Now it is even more important to watch those with funded programs and solid management... So the field is thinning.
My two favourite picks are still NEU and SHC because they have the cash to finish the job... High quality trials and great management... I also think POH will also join the winners podium...
There would be enough to make a solid top ten list... Ten likely to go all the way like COH did all those years ago.. And if So thats 10 out of 105 starters.. Probably the success rate that we could expect...
