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$ONCOMED PHARMACEUTICALS INC(OMED)$
目前的现金情况:Q1 Cash Balance of $156.9M
计划可以支撑到:Q3 2019
潜在的几笔收入:
Anti-TIGIT: Potential $35 million following the completion of our ongoing Phase 1a clinical trial.

Rosmantuzumab (Anti-RSPO3): Potential $38 million following the completion of our ongoing Phase 1a and Phase 1b clinical trials, focused on RSPO3-high and RSPO gene fusion patients.

Navicixizumab (Anti-DLL4/VEGF): Potential $25 million following the completion of our ongoing Phase 1a and Phase 1b clinical trials.
第二个和第三个还是有风险的。

结论:
1.转向IO是明智的;
2.TS方向前景叵测;
3.这家公司是比较典型的创新药物研发型企业,风险高,仓位管理很重要。