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ghmm

01/09/18 3:03 PM

#216478 RE: DewDiligence #216477

NKTR:

I'm probably as guilty as most in thinking my companies make good buyout candidates (though I don't always want it to happen)... that being said if data holds up once September rolls around (when the BMY option expires) and the PROPEL data is out doesn't the company go to one of three bidders?

Its interesting Robin hasn't done a financing not many (now 10b) companies only have a couple hundred million in the bank! Granted he wants to sell 181 for a bunch of upfront cash but still.

ghmm

01/09/18 3:18 PM

#216481 RE: DewDiligence #216477

NKTR:

Howard Robin (again) mentioned the possibility of 214 possibly being approved in Sarcoma on the one study given how poor outcomes are in that patient population. Not being a big oncology investor how plausible do you think that is?