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Re: DewDiligence post# 95590

Wednesday, 05/12/2010 12:31:21 PM

Wednesday, May 12, 2010 12:31:21 PM

Post# of 257261
If you could expand on those rumor reports it would be appreciated. I've heard nothing to that nature. Most likely VRUS is just taking this opportunity to raise money again because the stock has appreciated so much over the last couple of months along with the uncertain macro economic picture going forward.

Just to play the Devil's Advocate perhaps they are in licensing talks with Roche for PSI-7797 which is quite possible. VRUS obviously wants top dollar for their 2ND generation nuke but the danger is if they ask too much Roche may choose to go hostile. The RG7128 partnership enhances my theory. It would be a quick gain for most VRUS shareholders but a potentially huge loss in long term value from this small company going forward.

A caption in VRUS' PR about seeking an acquisition is something I personally feel is of no interest to them. Some may say they are trying do diversify out of nucleoside analogs but I think not. It may be more of a subtle threat to a potentially hostile suitor. And the money raised is to bulk up so they are not as easy to swallow. A poison pill without taking the poison? If the company came into play anyone want to venture a guess who the white knight would be? My guess is GILD.

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