October 20, 2012

$PVCT.OB: Keeping It Simple

I had a very nice e-mail exchange with another share holder, which inspired this post. It might help to simplify the situation, as least the simplicity I see.

The drug works. While getting the drugs approved and bringing them to market are of course no small feats, I think, now, a sufficiently large number of key opinion leaders are on board with how good these drugs are and can be.

Get the SPA. The SPA defines the approval path for PV-10 for a focused label.
Get the funding. Management must consummate either a smart financing or a good geographic license deal to fund the pivotal MM Phase 3 trial.
Get the interim analysis. The interim analysis from the MM Phase 3 trial should be a major but not exclusive step to sell the company.

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