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flipper44

10/23/18 3:31 PM

#194575 RE: JerryCampbell #194573

Ok. Thanks Jerry. That clarifies where you are coming from, and I suspect is actually less radical than some longs might think was your position. As you know, I'm missing pieces to the puzzle, and I have only read parts of the regs, so it is hard for me to understand why they had to go this private route, and why they kept using predicted trial-end-carrots*, and why they called the bottom and supported Cognate buyout when they did.

*(although I think I understand in hindsight, based upon NICE QALY longterm survivor requirements, why they took the trial out this long)
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learningcurve2020

10/23/18 11:05 PM

#194618 RE: JerryCampbell #194573

You had me up until this. Enron Powers has seen it all and so has her husband. 10X! There's nothing their money can't buy in ways of advice.

"I see nwbo management as victims of folks who better understood deal structures and terms."