$heff's $tation of $tocks & $olid DD

[BioHunter]

Value1008 RE: $RYLP

Listening to the webcast at BIO CEO.

During QA - AZN "bet on the right horse race, but wrong horse". CEO is pretty bullish as much because the market is huge, and easily enough room for "2 or 3 players." He feels they have the best drug in the space and goto market strategy seems well thought through.

All that said.... reading between the lines I don't get the feeling they are for sale at this time. They like their current deal which gives them economics and flexibility. He did make the comment that the market back in August is not the market today, referencing MA valuation. So my view is they are NOT getting interest at the higher levels seen in August. I don't expect MA anytime soon.

-BioHunter