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Re: John B post# 63660

Sunday, 07/20/2014 12:24:09 AM

Sunday, July 20, 2014 12:24:09 AM

Post# of 403103
THANKS JB
Ellaruth's SA article is welcome and interesting. In my opinion, she seriously underestimates the deal making possibilities for Leo. She mentions $250M and a 4% royalty for ALL of the Poly pipeline. I would think $400M and a 25% royalty for JUST Brilacidin might be closer to reality. Otherwise, they can go pound sand. There are other drugs there that nobody can possibly place a value on without more lab and clinical work.
I trust Leo's judgement on these maters, not Ellaruth's. Nonetheless, I am thankful and happy that the subject of deal making is being discussed.
gh
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