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Post# of 257484
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Re: dewophile post# 255643

Thursday, 07/10/2025 6:52:59 PM

Thursday, July 10, 2025 6:52:59 PM

Post# of 257484

i simply want to point out you dont know what they allocated to the drug based on a sum of parts analysis in the 129 dollars



Which I simply don't care. Something like 200-400M 'feels' about right in sum of parts but it's of no value to me in the context of the cvr discussion, which is a market appraisal on milestone advancement. Flawed but provides a basis. Different perspective than partnering.

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