Saltz:
I'm of the same mind with regards to a buy-out scenario. At $12 per share that's roughly what Eli Lilly paid for LOXO and high end is $16 or what Pfizer paid for Array which is a much larger company with vast impressive pipelines-
I recently read an interview with Giovanni Caforio the CEO of BMS where he made a series of comments about the future of oncology " The next wave of innovation is likely to be in the adjuvant setting" "It will be increasingly about precision medicine" and "raising the survival curve really becomes the standard of care", etc. So we're in the right space and on the right track.
However within the same article it also mentioned their are approximately 88 ongoing trials in the "targeted/precision" medicine arena ( mostly MABS) so obviously we're not the only game in town and competition will be fierce. So I'll also happily take a $12 bird in hand.
Lastly, you we're spot on in recent post when stating NP is an ineffective public speaker. For the investor presentation I invited/introduced two business associates to the CYDY opportunity. Both we're unanimous in that they couldn't understand or follow what he was saying much of the time. Following the presentation I sent a message to NP applauding him for his efforts but also asking that he realize his strengths and weaknesses and in future public presentations ( especially investor) that he also include Dr. Kelly, Patterson, etc to explain the oncology & science ( not Burger).
Frankly, our thin and somewhat inexperienced management team is still biggest worry
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