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Post# of 708465
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hyperopia

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hyperopia

Re: Basin Street Blues post# 363761

Monday, 03/22/2021 2:54:34 AM

Monday, March 22, 2021 2:54:34 AM

Post# of 708465
Basin, not sure that a deal is done, but no doubt there have been on-going discussions. Still think manufacturing needs more time.

On meeting of endpoints; Agree the strength of data is the major factor.

On the value of D; That could the be a sticking point, and why it may be a partnership vs buyout. (maybe resolved with CVR’s)

On a higher pre-approval price based on the probability of approval; LP knows the BP playbook, and she may wait to negotiate from a position of strength.

On the price vs. JUNO and KITE; I think the $21B IMMU buyout set the floor.
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Volume:
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Total Trades:
  • 1D
  • 1M
  • 3M
  • 6M
  • 1Y
  • 5Y
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