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Biostockclub

07/06/18 6:22 AM

#156125 RE: xodcode #156123

Folks need to realize that the first shots have been fired in the bidding war. Biogen has declared its intentions as soon as Missling walked away from the table.

They want us, but so others. Got a call from Lilly asking what I know about this on 4th of July just as predicted.

The clock is ticking and as July 25 approaches, as they say where I come from, the price of poker just went up.

They will try to shove us down but they can’t keep CAPS LOCK on as we near the data release. The capping won’t continue.

We will be at a bargaining table and likely signed, imo. Heavily emphasized - opinion only.

Hold!

Good luck - the numbers will swing our way - we are holding the cards and they want us back at the table (we walked. Reasoned strategy!)

Thanks,
Bio
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nidan7500

07/06/18 8:01 AM

#156139 RE: xodcode #156123

Sad isn't it....[quoteSo if I read BIogen's release accurately: Their 18 month Phase 2 results aren't as good as AVXL's Phase 2 results, yet Biogen is up $6 billion on the news in the aftermarket, meanwhile AVXL is languishing (for a short while anyway) at $150 million.
][/quote]

You would think some senior, responsible person somewhere in BIIB or FDA would have intervened here prior to this PR.(we almost got to the top of Everest but....).

In a way this story should be used as some kind of ref. for people who want to look back 10 years from now. As an example of what used to pass for science. If anything, this is good news for AVXL and the story we have to tell. This helps to make the point of just how much better the A2-73 story is. BIIB says, "yes, it's true, I would not give this to my mother but if we run a big enough sample we can say with certainty that it does not work."