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Re: zebra4o1 post# 19968

Sunday, 08/17/2008 1:38:06 PM

Sunday, August 17, 2008 1:38:06 PM

Post# of 52003
I don't doubt that the RD indication attracts many intrested third parties, the other unknown is whether what these parties are willing to offer will be acceptable to cor. I think that this is what it really comes down to: whether or not cor and a BP can reach an agreement. Cor may be coming in with a relatively weak proof-of-concept, no share-price bounce, and hence without realistic means other than a partnership to go forward financially. I think both parties have a good idea of the size of the RD market, so there's no disagreement about that, and even if all they get is a positive RD2, it's still pretty compelling data, in part because of all the problems with experimental design and execution. If multiple BPs are competing for the partnership, then I think that cor can cut a good deal.
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