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Re: r622102675 post# 322697

Tuesday, 01/16/2018 5:38:00 PM

Tuesday, January 16, 2018 5:38:00 PM

Post# of 346112
The entire IP question w/ respect to tax law changes and nol's is probably a nightmare to figure out... all the indications, CVR's etc. The major impediments to any deal have been removed and that only happened end of dec. sorting all this out will take time

Mrk MC jumped $9.8 bil while BMY dropped $4.5 bil and Roche dropped $7.2 bil on keytruda news...

so $21 bil market cap swings with news about NSCLC and chemo.

and bavi was supposed to start keytruda phase II per pr from company and NCCN update back in sept... imagine the behind the scenes turmoil w/ ronin takeover and who is really calling the shots..

now the players know who is calling the shots and the "protect the SK and ES club" with pole position talk and retain us rights talk is out the door...

What do you think the Avid space and capacity was for?

Ronin's timing could be spot on...
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