RRdog: If Roche is also interested in our cancer platform, then they have to know that giving us upfront money on HEP C makes it possible for us to push farther alone with Bavi for cancer. That would most likly make Bavi cancer a more expensive acquisition in the future. Do you really think they would buy/license them separately, or would they want the whole package at once?
Yes, I agree and have been onboard with the Roche/Genetech link for some time. Still do not believe they just pulled Garnick out of thin air as well as some of the other folks. I am not saying a deal is done or even far along but I wouldn't be surprised if there hadn't been discussions.
IMO the pieces are there for some type of deal for Roche. A licensing of Bavi for the Hep C with an up front payment and some type of priority position on the Bavi/cancer and/or buyout of all of pphm if Bavi/cancer proves out.
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