This is a Rorschach administered on a group basis. Mark Varney's reply reiterated info regarding drug stability testing and SA that was previously discussed, and noted that grants/academic ties are being looked at. There wasn't actually anything in there about licensing/partnering.
We tend to project on to this ambiguous stimulus what we either hope or fear to see--depending on our cognitive set regarding Cortex (It's a ten-bagger vs. it'll be run into the ground).
There are, without a doubt, always some sorts of discussions about possible partnerings, mergers, IP rights, options, trials, lunches, etc....going on for Cortex. Every biopharm company has--but 99% of it never turns into anything. I'd bet that MV/RS had hundreds of conversations with various companies and funding sources over the past couple of years: Two--Samyang and Biovail--turned into something tangible. It's the way it works--for everyone. I spoke to a private European company yesterday that I've been following for a couple of years, and is virtually unknown in the US. Now they want to start talking with other companies, even though they have no wish or need to partner until 2012 or even beyond--just to be included in the flow of conversation, to be on the table if and when someone else decides they want to get serious--or if they do.
I'd be cautious about reading too much into that email--as RS's email indicated, they have to make quite sure they do not put anything new in there-as Enemem noted, there really wasn't anything. The fact that MV and RS take the time to respond personally, when most every company I know would have their PR firm have an intern send a boilerplate 'Thank you for your inquiry' email', is an underappreciated courtesy.
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