Replies to post #71641 on Biotech Values

[DewDiligence]

Roche could offer a base price and a contingent consideration; several recent biotech buyouts have been structured that way (#msg-34774415).

[masterlongevity]

I don't think the deal will close prior to the adjuvant data unless Roche offers a significant permium to their initial offer. I think the chances are pretty high for positive Adj data. They have reported over and over that there are no significant safety issues, the drug works in later stage and the MOA makes more sense for early stage CRC. i think DNA is stalling and for good reason.

[masterlongevity]

ROCHE/DNA

For a matter of disclosure I am currently long DNA