re: ARRY
I'm going to disagree with you a bit on this, jq. I don't think Squarer would be talking up 797 and spending a lot of time trying to dispel negative inferences from the trial, if he didn't believe that the drug had some partnership value, albeit limited. He could have easily just let the matter drop and just drop the drug from further development and further discussion. After all, most sophisticated investors weren't including 797 in their valuation models. But, he didn't go that route. He would look really bad, if all of a sudden from now on he just stopped mentioning the drug after the presentation that he gave today. So I'm betting that he's going to get a deal; not a great deal, because it will be a long and expensive slog for a BP to get this drug to commercialization. But anything that ARRY gets at this point for 797 is just gravy. And, as Peter said, there is a long shot chance that the drug might really turn into something big.
Can you shed any light on the diabetes drug with AMGN? Do you think it's promising?
No one's mentioned the asthma drug. Does it have any value?
Can you tell us anything about the drug that Genentech has taken into clinicals? (I realize that it's very early stage.)
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