Probrably the worst analogy I have ever heard. They passed on IDX184 with all of the knowledge of owning nearly 50% of the company as well as having access to the data and knowing the drug from it's outset.
But you can't take an exception and try to prove the rule with it. It's a tainted drug now in my eyes and imo in the eyes of any potential partners - they will all have in the back of their minds "why wasn't it good enough for NVS to partner"