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koman

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koman

Re: None

Monday, 02/13/2017 11:10:13 AM

Monday, February 13, 2017 11:10:13 AM

Post# of 514
Reading the latest article from insider monkey concerning this deal, there is an obvious lack of understanding about the clinical development of immu-132. They seem to ignore the plan of applying for AA sometime this yr which will mean cash flow before the p3 commencement and readout. Also, it does seem like someone is actively trying to keep prices down for now, but the floor seems to be around 4.9 obviously with an upside that could be up to 10 by next wk. Let's see if any other rivals will make an offer for immu-132 INCLUDING a possible M&A unless the management clearly specified that is off the table. I can't trust Venbio's version of this deal bec of their conflict of interest.

JMHO
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