Biotech Values

[drbio45]

I wonder if pharma is skeptical about Squalamine's MOA, and long term effects. One could postulate pharma is waiting on more conclusive Phase II results. Pharma could be in 'convince me' mode and maybe GENR management doesn't want to deal yet, and feel they can negotiate a more lucrative deal with interim Phase II results

Frankly as I think bob said it is a low risk partnership for merck being only 20 million

I believe if genr shows the same kind of numbers in their small phase 2 that they showed in Mexico merck will be back in the game. they just entered this partnership if they lose squalamine.

roy is probably waiting for this confirmation trial to be done so he can get more money and make believers out of everyone.

If REGn could get 150 million so can genr. But it will take a few months