March 14, 2012

Summary Value Proposition

As you will have seen from the various value propositions I posted, PH-10 and dermatology are not addressed. With the annual meeting of the American Academy of Dermatology starting Friday in San Diego, and with the likely release of the top-line psoriasis Phase 2c trial results this week or next, the dermatology side of the business is quite relevant and germane. There are considerable clinical, regulatory and business commonalities between the dermatology and oncology applications of Rose Bengal. To focus my thinking, I only used oncology; however, dermatology certainly is an important and valuable value driver and contributor to my investment thesis.

Click on the table below to see a much larger version on your screen. Updated February 2013.


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