Biotech Values

[vinmantoo]

Micro,

Right, I should' have said things about your previous negative views about onxx on the onxx board since I didn't provide links. I am pleased you have a good chunk of onxx, but I am not sure that has anything to do with what I posted.

I am not an accountant, but when I read the non-gaap vs gaap it looks like the loss in the latter is due to expenses attributed to the Proteolix acquisition. Based on the Japanese deal, I expect much of this will be erased by additional deals in Asia. Regardless of what is said about European rights now, I would be a bit surprised if Onxx doesn't sell the European rights, especially for a good price. Onxx also made acquisitions related to jak inhibitors so I didn't look to see how that effected the difference.

With respect to synergies, my point was that companies become profitable on projected sales of a drug like Carfilzomib, so I don't understand why you appear to say onxx might not be profitable or barely profitable with both Nexavar and Carfilzomib. Depending on the deals made, your comments about Synergies become less important.