Replies to post #1909 on Biotech Values

[DewDiligence]

I did not hear the live MEDI CC. I plan to catch the replay later today.

[DewDiligence]

Re: MEDI CC:

I heard the CC replay and there was no mention whatsoever of IL-9.

The main take-away from MEDI’s CC was that Wyeth is probably pulling out of the FluMist collaboration with MEDI as soon as the parties can agree on the details of how the clinical data and manufacturing capability will be transferred from Wyeth to MEDI. Wyeth may also be looking for some kind of cash compensation for being “nice” enough to hand things over to MEDI without undue delay, but this is JMHO.