Biotech Values

[mcbio]

Re: AZN

So i assume you no longer consider syk inhibitors risky and russian trial sites irrelevant? :)

No, not saying I've entirely softened my stance, although I'd say I do feel a little less bearish on RIGL's R788 given my prior discussions with Peter. That's actually Indian sites as it relates to TRGT. ; ) And yes I am still skeptical on the TRGT drug given that so much hype for the drug was based on the results from the Indian trial, but they did at least show good results from that trial and there's still the rest of TRGT's CNS pipeline partnered with AZN. But, overall point is that AZN likes to take on these more novel (high risk-high reward) projects with small bio. There's also the deal I forgot about with NKTR, which is a big opportunity (#msg-41704608 ).