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Re: moosedogger post# 4144

Monday, 02/26/2007 4:13:05 PM

Monday, February 26, 2007 4:13:05 PM

Post# of 57986
Gfp, he, Stoll, not only knows the exact status of CX717, but he knows the timing of any Organon release of information, the general scope of schizophrenia data(although he cannot disclose it), the status of the large pharma deal for high impacts . . . just what level of interest is out there? Stoll hinted on the positive, but, again, he knows how strong that interest is, what adjective to apply to it! Finally, on the in-licensing option. While I consider it to be a probable bomb, that is not necessarily the case at all. Could the in-licensing thing be part of a deal for the high impacts??? Stoll himeslf suggested this a few years back with the so called quid pro quo option, where a large pharma deeds something to Cortex and Cortex deeds something to a large pharma: a 150 million dollar a year orphan drug doesn't make much sense for a large pharma, for Cortex it is HUGE news--so a form of trade or quid pro quo might be of interest here. Bottom line: I feel strongly that Stoll's enthusiasm was centered around CX717's status, but I also feel that wasn't the whole story. Just my 3 cents.

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