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enemem

11/21/09 3:55 PM

#30934 RE: neuroinv #30933

The concern here is selective disclosure of a positive trend in the data. My hunch is that with an n this small, with a condition that arises from such a diverse set of causes, it is at least as likely that the data are uninterpretable. In this event, if cor takes an in-house peak, and sees nothing promising, wouldn't it make sense for them to put the lid back on it, and leave all outside parties in the dark?

More generally, I just hope that this saga will be winding down by Q1 '10. The only upside here now is that the whole thing will likely soon be over.

Despite the potential value of the IP, I think cor is toast. It has no cash and no sufficiently late-stage trials/compounds to secure an out-licensing agreement.
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haysaw

11/22/09 9:50 AM

#30940 RE: neuroinv #30933

Thanks for trying to explain. I guess it's somewhat of a gray area. I'm wondering if the unreleased trial data can be divulged to the potential acquirer (to more effectually estimate Cor's value), and at the same time, not release it to us because it is then intertwined in negotiations and part of insider info?

Maybe this is something that is done informally , meaning Cor gives the takeover candidate a glimpse of info from the ongoing study, but cannot officially or formally disclose the trial data, because it would violate disclosure laws. I think you may have alluded to that in one of your posts.