Biotech Values

[DewDiligence]

>TRCA/INSM – what's your take on this. if you don't mind?<

My initial reaction is that the bad blood between these companies must be even greater than the titanic amount I took for granted. Had there not been so much bad blood, the companies would have merged because a merged company would generate more economic value with far less hassle than the two companies can independently.

Obviously, TRCA and DNA had most of the leverage in the negotiations. There must be less to the clinical superiority of Iplex than has been touted on the message boards. Regards, Dew