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Re: acgood post# 125929

Tuesday, 08/30/2011 9:50:50 PM

Tuesday, August 30, 2011 9:50:50 PM

Post# of 257253

So do I take it that your assigned probabilities to a Roche or Amgen deal is nil or close to?

That’s too strong a statement, IMO. Roche and AMGN are possible FoB partners but neither has expressed an interest in the FoB arena, so I rank them below PFE, SNY, MRK, and NVS in terms of probability.

“The efficient-market hypothesis may be
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