Re: "Partnership Survey Redux"
I answered the survey and I took a choice other than "nobody" and "GENZ". However, I am still a bit stunned by Cox's hint that they could do it alone and I hope that this is not a statement ala Gold of DNDN because they are having trouble inking a partnership...
As for GENZ being the partner, I frankly do not see it but I can easily see GENZ swallowing the whole of GTCB at bargain basement prices, and I am not sure that Cox and company would object at this stage if GENZ gives management a good deal that secures their future with this undertaking. I am however confused as to how LFB would fit into that...
Finally, would't LEO be the natural partner for ATryn US given that they already are the partner for the EU? How come they are not being seriously considered in that capacity?
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