Hi, very much appreciate the thoughts and visons put into posts hare by many, you guys certainly set that bar.
Neither of you has brought the fact that a very real (TBD) value of AVXL is their IP, patents, process insights, licenses. We have written the PM study guide and we are about to be leading a parade which will probably obsolete most of the industry. BP and other competitors will take years to get synched up with where we are. If they do chose to partnership of some sort, it will cost a big bundle and we still hold the key cards.
This parade is going to go on for years as others have a lot of experiential catching up to do. Time is BIG money these days. If they are smart BP will partner and license but they really then need the skills and knowledge. Otherwise PM insights will still be a mystery.
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