Yes, I agree and have been onboard with the Roche/Genetech link for some time. Still do not believe they just pulled Garnick out of thin air as well as some of the other folks. I am not saying a deal is done or even far along but I wouldn't be surprised if there hadn't been discussions.
IMO the pieces are there for some type of deal for Roche. A licensing of Bavi for the Hep C with an up front payment and some type of priority position on the Bavi/cancer and/or buyout of all of pphm if Bavi/cancer proves out.