Thanks md and very interesting that we both estimated valuation outcomes that are reasonably close.
Really looking forward to your next article and if there's anything I can do to assist, specifically with applying industry information regarding sales, projections and collaborative activities just reach out and let me know. Of course - none would be specific to the organization in which I work but it would be very relevant to the 'real-time' activities in Oncology and Immuno-Oncology.
I share the same vision about buyout and the $20B number is very realistic provided the product works well and has broad combo applicability landscape.
Would not be a bad day for anyone involved. Patients or Investors.
On another note - question you may be able to answer. Previously you mentioned contacts at a couple of local trials signaling that some unusual performance/longevity is seen in some participants (excuse me for not quoting and let me know if I'm possibly misrepresenting your messages). Do you know if the trial leads of those specific trials have any contact with other trial leads about their experiences (i.e. ability to confirm positive trends/separation of some trial participants)?
I'm wondering is everyone is in isolation, or are they working across trial locations (formally or informally) to get a sense of what 'standard' looks like and whether a specific trial location is having an unusual profile.
Best,
MH
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