Tuesday, June 23, 2009 12:47:26 AM
<<Say something once, why say it again?>> Byrne,David 1977
Don't see much to say at this point, as the waiting goes on. There will be a partnership and/or M&A, followed by data from SA, which may or may not prove to be moot. Handicapping the odds for each gets to be tedious, because you can improvise and rationalize all sorts of scenarios: at some point someone is going to make a good enough offer for a major piece, or the whole. If the former, then there will be plenty to discuss about what to do with what remains. And if they are bought out, there will be the usual congratulations and recriminations.
It's summer. I suspect that we all have better ways to spend our time.
NeuroInvestment
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