Well, inevitability is actionable(to the degree it exists and can be identified-that's why I'm acting on it, lol); but let me rephrase that.
More seriously, what is becoming more and more apparent via the evolving data, is that there are a number of COs that would significantly benefit from such an acquisition, and seeing as this eventuality has always been part of Michael Weiss's playbook from the beginning, it's very very likely.
However, if it doesn't happen, I think it will be for one of 2 reasons:
1) the data falters(which again seems less and less likely due to a combination of reported efficacy, and very low tox for what's up to 18 months now-in the case of the delta, efficacy should only improve, and even if/when there is some eventual tox(after all, every drug has an MTD), it should be at an efficacy level which beats the competition.
2)TGTX decides to go it alone because the data and potential are much better than even they expected/hoped for-not sure this would be my preferred outcome(again, shadows of you know who), but if this does result, I'm very confident it will occur at a much higher market cap than the current one.
So, although I agree with you that there is probably(strictly speaking) no such thing as inevitability, the factors which point to a favorable outcome(either way) are so overwhelming, that I'm will to behave as if there were.
Regards,
bw
AI
