Biotech Values

[turtlepower]

It will be interesting to see how Squarer compares with Conway when it comes to partnering. Conway was pretty impressive IMO. When he said a partnership was coming he delivered. I remember before the Amgen partnership he said something along the lines of signing something within a matter of weeks and lo and behold he did. Hopefully Squarer is equally reliable. I think the 2008 or 2009 10K was equally descriptive about 797 but for some reason they shelved the drug. With all the question marks surrounding P38 inhibitors it may be a tall order to get a lucrative deal done so hopefully Squarer isn't setting up everyone for disappointment down the road. I think the focus should probably be on 614 and the MEK's and perhaps the GKA.