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11/14/17 10:46 PM

#1623 RE: Oren1976 #1622

My mistake on the monotherapy part, Oren, thanks for the clarification. My reasoning behind 5B more likely than 10B was that the buyout multiple has to be palatable to BP. So the question is, where is VBLT before the BO offer. Don't get me wrong, I would like nothing more than to see a KITE-sized BO, but just trying to be realistic.

Perhaps part of the reason at Phase 3 VBLT is still only around $200MM is because A) bias towards non-U.S. companies B) the shaky IPO a while back C) difficulty in success with rGBM. Hoping all three of those things are no longer an issue post-results.