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ghmm

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ghmm

Re: Knowledge is King post# 24

Sunday, 01/31/2010 5:40:45 PM

Sunday, January 31, 2010 5:40:45 PM

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KIK thanks for the link to your post. I haven't followed them very closely to know how much a weak quarter could effect them but I wouldn't disagree on the lottery ticket analogy.

Would you happen to know if they supply Vertex (J&J is Vertex's partner in Europe)? I heard them mention Roche/InterMune in passing while not directly saying they supply them (but they are only in Phase 2 right now). I think that is by far the most lucrative (near term) opportunity for them.

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