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geocappy1

02/16/13 11:05 AM

#112285 RE: PGG76109 #112283

As much as I would like to hold and realize bavi's full value, I just don't want to rely on this teams ability to get it done. Once the trial data is known and our pps moves up, I would much prefer a buyout if the offer is reasonable. Again, I am talking about real good 1st and 2nd line lung data and the pps moving above $10. Then, a rumor of buyout pushing it higher to above $15 and then the premium being added. So, buyout of $20-30 after quality lung data. Do a partnership if buyout interest not in that ballpark.

If lung data no good, then none of it matters to current long term holders. If that was the case though, you would have to wonder what data Roth was shown and what was said prior to the report since pphm had a pretty good idea of all results at that point.