I think the possibility of a buyout is higher than many folks would PREFER to think. Pona to me is almost marking time as it so slowly grows its user base. '113 is looking quite good, though the other 8 competing drugs may diminish that view somewhat.
mN to me is absolutely critical. There is a reason it was highlighted with total R&D focus to the exclusion of other programs, months ago, as part of the 'get well program.
As I have said in the past, if everything goes right, we could see $20 in a b/o. Less, if things falter some. The b/o would likely occur in 2015, as serious dilution would occur otherwise, unless mN is so unbelievably good that the pps supports a float.
If not, we get sold, IMO.
