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Re: rkrw post# 90051

Wednesday, 02/03/2010 9:56:38 PM

Wednesday, February 03, 2010 9:56:38 PM

Post# of 257262
Re: RIGL/ARYX

Rigel and Aryx are two more long promised and overdue.

Do you actually think RIGL can land any partnership, let alone a lucrative one, for R788 with the news out of a possible link to an increased breast cancer risk with use of the drug (#msg-42840803 )? I have my doubts.

I continue to hope for a nice partnership for ARYX's budiodarone. I would imagine ARYX's poor financial condition is the issue, more so than the partnerability of budiodarone. I imagine that ARYX is holding out for a lucrative deal while prospective partners are trying to squeeze them as much as they can given ARYX's poor cash position. We'll see who blinks first. Is budiodarone's clinical data to date sufficient to outweigh ARYX's poor cash position and allow ARYX to land a lucrative deal?

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