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xblkbk

01/10/22 10:15 PM

#366058 RE: Abe1234 #366056

Abe,

IMHO, they are not in any BO talks. Too many uncertainties with USA litigation, EU rollout speed/penetration, and China approval/launch timing, to make a proper takeout valuation.

For me, the major questions are how far along are they in combo R&D. We know from R-It results, V works with any statin. So, have they been experimenting with various formulation and encapsulations already? How far along are they with the FDA in terms of what existing data and/or pivotal trial needed for approval?

If the above is done and known, maybe today’s announcement is the bugle sounding?? PFE, MRK… we’re almost off to the races, who wants their statin to be the one and let’s make a deal.

Interesting times!!

Also, if a combo is on the near horizon, it gives us back the USA market and maybe that is why they didn’t get involved with Marjac’s litigation??

xBLKBK