Replies to post #80385 on Biotech Values

[tinkershaw]

Dew,

That was my exact feeling, it is a great deal for J&J and an act of desperation, born out of mismanagement for ELN as ELN has given away the crown jewels. If Bap succeeds it will sell 3-4, 10, 15x as much each and every year as the $1 billion received. That is an incredibly large discount rate that J&J has in this investment for any expected rate of return. There is no other way to look at this other than it is a desperation move by ELN unless ELN knows something about Bap that J&J does not and they are playing it close to the vest.

As someone who has followed ELN for many years, this really just sucks! for ELN that is. Although it will ensure their survival.

Tinker

[masterlongevity]

i think bapineuzimab has at least a 25% shot. But I do think it may no longer be the frontrunner.


There must be a lot of learning in this program that J and J can apply to get up to speed as well. I think it is a fabulous deal for J and J