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Keithz

06/22/18 9:36 AM

#72027 RE: blueyedcatch #72024

Totally a brilliant chess move made by MNGT to help increase the pressure on Amgn to buy the whole company or watch someone else compete with the HOT,which has an advantage due to it`s almost immediate turnaround time to patient,compared to NEO,and the advanced Hospital facility that`s required for NEO,compared to HOT,also gives HOT the Advantage. Amgn has to be squirming with this move because small cell lung is a big market and there are many potential competitor suitors that would want in,,Merck comes to mind,and BMY too,and many others not yet on our table.



Blue, maybe Amgen isn't interested in anything other than HOT/NEO. So Ken is tasked with trying to sell off AXAL and PSA for what cash they can get. That raises the SP then Amgen can make an offer for a much better value which suites their shareholders for the true assets they want.