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Bourbon_on_my_cornflakes

04/18/18 12:49 PM

#64819 RE: fbg0316 #64817

Agree FBG. Look like a sale more than licensing with AMGN due to mgt leaving, no new CEO.

From AMGN's perspective, no reason not to do deal for NEO if they like it. GEt's rid of having to share royalties with ADXS. AMGN could easily pay a fair and generous price of $2 billion and Tony can retire a hero. Great outcome for everyone.

And AMGN has the money to fund the $billions needed to bring NEO and HOT in all their indications to market. ADXS doesn't

Biggest winners will be the patients.

ignatiusrielly35

04/18/18 1:03 PM

#64821 RE: fbg0316 #64817

A straight licensing deal would probably not result in a quiet period at all. It is generally an equity component that prompts the parties to want one. The same applies to a straight equity investment or a buyout.

Chemist823

04/18/18 2:01 PM

#64830 RE: fbg0316 #64817

Maybe but I don't think the blackout is related to the deal directly but rather to the hold. What if astra is in talks to come back into the picture?