stockdak,
I am sorry if I was a bit terse with you.
<<However, re-phrasing the question and taking it at face value: "Would I take 10% of market worth $2-3.5 billion for DIC which GTCB projected taking $1 billion of for $20 million upfront?" Right now, yes I would. $100 million per year for DIC treatment + whatever amount HD would bring would be acceptable to me.>>
It is perfectly fine if you disagree with me. I would like more than what you suggest if you are talking about a straight payment of $20 million now, then $100 million a year later. I would accept the $20 million upfront and higher milestones and a royalty for DIC as opposed to a straight $100 million a year. The reality is we almost certaintly need the phase II trials to show some positive data first.
<<Instead of throwing out a random dollar amount and a percentage and asking the question "Would I take this deal?" Because let's face it no one at GTCB is going to ask for my opinion. How about asking what I would have like to see from partnerships?>>
I am certainly willing to hear what you say, but even if I weren't you should post anyway. What I wanted to see and still want to see is some kind of partnership for HD and or other aquired deficiencies, whether for DIC from sepsis or from burns etc. News on other proteins wouldn't hurt ether. I would also like to hear from management about some numbers for sales of rATIII in Britain, projections from the rest of Europe, milestone payment information from Leo.
I need to go and have a few drinks to ease the pain of the last two days. Oh well, it is only money. GTCB isn't down the toilet just yet, but we are circling the bowl now.
