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Re: zoriden post# 11622

Saturday, 04/19/2014 10:32:37 AM

Saturday, April 19, 2014 10:32:37 AM

Post# of 48316
I agree. I do think your analysis of a private placement is correct. Punit was directly asked about funding at nedham and he specifically stated that their goal was to fund phase 2b through a partner. Further, when asked about the Merck partnership in his tv interview, he was almost giddy.

I understand jbeam77's perspective and his analysis is usually right for most s-3 filings in biotech. The only way his theory would seem correct is if they were planning to dilute AFTER a partnership was announced and all their current trial data was released. At that point, their pps would be really high and a dilution would make sense.

Either way though, this filing is extremely bullish and us shareholders are in for a very exciting ride coming as quick as Monday morning.