Replies to post #73721 on Biotech Values

[ghmm]

ITMN:

The Roche agreement was amended (per the 10-k filed yesterday).

http://www.sec.gov/Archives/edgar/data/1087432/000119312509055456/dex1071.htm
I did a quick read of it and noticed the following:
1. Provisions for ITMN being bought out.
2. Roche taking more of a lead in the Preclinical work as well.
3. The clarification to state EACH AND EVER compound from the collaboration.
4. Looks like at least part of the collaboration time-line was extended.
5. It would appear a preclinical compound had already been targeted for advancement.

There are probably a lot of other things Zipjet or someone else better versed in legal documents could gleem from this much quicker then I :-).