slcimmuno very timely great work as always with you. Biohedge around today I see and pretty much in agreement as Cabel is too..a few points though...facts - they (Leo and dr. B) recently (conference call was it about june 10th)and earlier have made it clear papers have been signed with quite a few BIG and even BIG BIG pharmas to go over clinical material in detail heading for what they have screamed about as partnership time soon. News itself today as Biohedge says is pretty well known..what none of us know is do they have some possible quick (next few days or week)agreement set up IF last five patients score such and such? Agree with biohege they probably certainly have meetings with quite a few lined up for July August - biohedge estimated 90 days for partner - probably worst cast timewise. We will never know ahead of time if one of the interested BIG pharmas decides any day or everyday going forward if they conclude they like it enough to jump in with an "offer too good to refuse" to beat competition to the punch..... Then there is the blockbuster potential Biohedge did not get to...Psoriasis results !! the conference call said "early third quarter" while I had been thinking around labor day...so JULY is early third quarter...of course they don't control trial and it is blinded so it will come out when it is done July to around labor day we know is the window. Remember , this can be the big one, but will it be...Dr. B sure seems to like it the way he talked on conference call..so if they can just EQUAL the results for Otezla of about 25% with about 45-50 score to be really big based on quotes attributed to BIG pharma on conference call. AND should we score a ridiculous 70-75 on 30% then it is all over but the shouting. Today's news should be a strong start towards a huge colon market but need that partner for real action on price next few days, weeks or few months..but Psoriasis lurks !! in the shadows and could Kill shorts anyday..
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