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05/17/19 8:50 PM

#263768 RE: scottsmith #263732

after mulling initial offer the B OM data did not look so good. Also BTD denied.. so they back out. No surprise.

The B UP data are interesting and B IBD a possible blockbuster .

Also IP; nowhere to run, desperate for any deal, any deal at all. You can negotiate exactly the terms you want. So someone does an IBD deal, and it makes sense.