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Re: sox040713 post# 73082

Friday, 10/31/2014 10:20:31 AM

Friday, October 31, 2014 10:20:31 AM

Post# of 405212
I would encourage everyone to give the interview with Dr. Menon and Leo another listen.

Dr. Menon is so ecstatic about B, and the platform they have with it. Mr. Cox tried to ask about other things, and then Dr. Menon went on for another 5 minutes about B. Makes sense that they needed a COO now. I think we are going to see a large number of concurrent B trials started in 2015. How many multitudes is B worth over Durata's buyout? That's the question.

This may also explain why they feel they need to make an acquisition to complement the B platform.


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