1. Pipeline
1.1. Defactinib
1.1.1. Trials and Studies
1.1.2. http://www.bloodjournal.org/content/131/8/839
1.2. Duvelisib
1.2.1. Physician Preference
1.2.2. PRIMO
1.2.3. DUO
1.2.3.1. FDA Approval
1.2.3.1.1. Orphan Designation CLL/SLL
1.2.3.1.2. Fast-Track Designation CLL/SLL
1.2.3.1.3. VSTM has openly stated that they are planning for a decision one month in advance. 89% of expedited review submissions have been approved. With most of those approvals coming before Trump took office.
1.2.3.1.4. Expedited Review
1.2.3.1.5. FDA Approval Process
2. Competitors
2.1. Imbruvica
2.2. Ibrutinib
2.3. Venclexta
2.4. Current Treatment Options
3. Investment
3.1. Buyout Potential
3.2. 4Q18 Events
3.3. LonoTrader's summary
3.4. PT/MC Estimates
3.4.1. LonoTrader's Estimated Revenue Summary
3.4.2. Analyst PT Consensus 8/11/18 - $14.5
3.4.3. Bloomberg Estimates
3.4.4. BO PPS Estimate $17-$23
3.5. Institutional Ownership
3.5.1. Institutional Ownership (Actual)
3.6. Investment Research Reports
3.6.1. Thomson Reuters
3.6.2. BTIG Research
3.6.3. ValuEngine
3.6.4. CFRA
3.6.5. Cortellis
3.6.6. Biopharm Insight