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Re: HDGabor post# 234143

Sunday, 12/15/2019 1:52:56 PM

Sunday, December 15, 2019 1:52:56 PM

Post# of 430410
HDG, I greatly respect your contributions, and I agree with most of what you say. However, your statement was so definitive that it took me by surprise. I did know your background, which I thought was something like middle mgmt in media in Eastern Europe. So when you said you know for sure, I thought I must be mistaken and you had some definitive highly relevant experience that I was unaware of. With the utmost respect, I disagree with your 100% sure notion that share price doesn’t affect a BO negotiation, and that your experience qualifies you to make such a definitive judgement. I also strongly disagree that biotech valuation/acquisition decision criteria are the same as any other industry. In my humble opinion, based on decades of Fortune 200 business experience, biotech investing, as well as contacts within the investment banking community, valuations and buy criteria absolutely differ by industry, and even from deal to deal. I assume it’s best we simply agree to disagree. I certainly value your opinion and will continue to look forward to your posts. I will also not be afraid to challenge notions that I may not agree with. Cheers.
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