I welcome the skepticism. Roche bailing on INFORM would be a non-issue and any selling would be misguided. Roche will push on with RG7128/SOC and hope that PSI-7977 stumbles. They can also license another nuke or two or make a bid for the whole company. Roche blew their chance of licensing the pro-drugs of PSI-7851 years ago. One way or another they will pay for that mistake IMO.
you get a few serious AE's in one of their drugs.....and investors will get scared and shareholders would be wishing for even current prices for a buyout
Point to another small/mid-cap. bio discussed on this board that doesn't run the same risk.