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richinjun

07/25/13 10:20 AM

#11196 RE: KCSVEN #11195

One can be broad enough in expressing options to never be characterized as "misleading". Such was the case with the MARINE launch. JZ did express his reluctance to use a contract sales force. While I am not adverse to partnering, it has to be negotiated correctly. If one looks for instance at the ARNA/Eisai deal, Arena realizes only a third of the revenue generated. While it is true that Eisai foots the expenses, Belviq sales will have to be extraordinary to justify the deal.

I too see a very low percentage chance of a BO.