Maverick, just a brief reply to your commentary a short time ago, hard to keep up these days. Pfizer, as evidenced by their Medivation move, like all BP need to be in the oncology space, given their size and the size of the oncology space. It gets harder to grow such large entities when product lines have such limited patent lives. Pfizer is getting good mileage out of their Wyeth acquisition with growth from Prevnar and their bank account expanded from when they sold the infant formula business to Nestle. Pfizer is not known for R&D productivity but for their financial mgmt. and their marketing machine. So, I think you can suffice it to say all BP have a stake in the oncology game.
And, it appears NWBO Has built something of significant potential. I think NWBO is determined to get through with full control of their products until they make a deal with strength. How they are going to get there if good news is not out very soon about their P3 L trial I am not sure. The best way appears to publish the investigation results and keep NW engaged, which at these prices seems doable. I suspect the investigation has gotten deep and needs to stay focused and has probably named an endpoint but I am hopeful they do not try to save the investment world, just do what they can while saving NWBO. One defense they have going for them is Cognate since no one would try to muscle move on NWBO without the mfg included and NWBO has shielded that.
So, I like the AZ possibility, as they are a rather desperate company for growth, more than most BP currently are, though the competition for good growth assets is high. I also like Roche. The more the merrier since NWBO Has something potentially disruptive to this market if 1 entity was able to lock it up once proven. Once P3 is announced the negotiating table gets set if NWBO wants a real partner, which may make sense here. We will see soon.
RK and Flipper and others, thx so much for the clinical study and scientific approach evaluative work, so valuable to all investors here.
I strongly urge all investors here, particularly any new ones, to pay close attention to the qualified posters here and not the AF's and not the other baseless attacking posters here.
Good luck to all here.
