Post by holdencf on Mar 11, 2016 20:33:36 GMT -5
marcpucket
wrote:
"News coming....
Look at that volume."
Response:
There is absolutely no doubt in my mind that a deal ia coming sooner than we think. Why? Dr. A said, starting with "I don't lose any sleep over it....access to multiple sources of non-dilutive capital." On the Feb 9 CC. That was a SHARP contrast to what he said on the 12/14 CC. Then he made his multiple comments at the ASM discussing non-dilutive capital, actually NAMING three partners. If he is in any way being disingenuous, they would get a Wells Notice in a nano-second. Dr. A. is a VERY savy person and there is simply NO WAY he would say that unless he were looking in the rear view mirror. I suspect they have a signed joint DPC+outside pharma drug development agreement with an upfront payment and milestones. I further believe that they can run several of these development programs in parallel. Maybe the first payment is contingent upon program launch. But think about it. If they aren't adding new pipeline drugs until recapitalized and yet they are hiring droves of new chemists, what are they all going to be working on? Recall the chemistry of DPCs can be optimized to maximum targeting efficiency. That's not molecular biology. That's chemistry. Hence the hiring of more chemists to optimize .ARWR DPCs with partner pharma drugs.
BTW...this is not a revolutionary concept. Both Tigercapital and I (and I think HP) posted about this possibility nine months or so ago. I pinged a friend at the company to inquire. His response was, "Sure, if someone shows up with a pile of cash we would do it but that hasn't happened to date and we are really focused on our core pipeline. So what's changed??? Someone showed up with a pile of money!!!
I would add that I was very gratified to hear that Dr.A said they would prefer not to partner the HBV platform until they produce more data to give them negotiating leverage. Said that nobody is going to pay them what it is worth until they generate some more data. Monarch dose 4 coming 10 days or so from Monday.
It's cold Juniper Juice in a triangle glass time at Camp Holden.
Have a great weekend my fellow shareholders.
wrote:
"News coming....
Look at that volume."
Response:
There is absolutely no doubt in my mind that a deal ia coming sooner than we think. Why? Dr. A said, starting with "I don't lose any sleep over it....access to multiple sources of non-dilutive capital." On the Feb 9 CC. That was a SHARP contrast to what he said on the 12/14 CC. Then he made his multiple comments at the ASM discussing non-dilutive capital, actually NAMING three partners. If he is in any way being disingenuous, they would get a Wells Notice in a nano-second. Dr. A. is a VERY savy person and there is simply NO WAY he would say that unless he were looking in the rear view mirror. I suspect they have a signed joint DPC+outside pharma drug development agreement with an upfront payment and milestones. I further believe that they can run several of these development programs in parallel. Maybe the first payment is contingent upon program launch. But think about it. If they aren't adding new pipeline drugs until recapitalized and yet they are hiring droves of new chemists, what are they all going to be working on? Recall the chemistry of DPCs can be optimized to maximum targeting efficiency. That's not molecular biology. That's chemistry. Hence the hiring of more chemists to optimize .ARWR DPCs with partner pharma drugs.
BTW...this is not a revolutionary concept. Both Tigercapital and I (and I think HP) posted about this possibility nine months or so ago. I pinged a friend at the company to inquire. His response was, "Sure, if someone shows up with a pile of cash we would do it but that hasn't happened to date and we are really focused on our core pipeline. So what's changed??? Someone showed up with a pile of money!!!
I would add that I was very gratified to hear that Dr.A said they would prefer not to partner the HBV platform until they produce more data to give them negotiating leverage. Said that nobody is going to pay them what it is worth until they generate some more data. Monarch dose 4 coming 10 days or so from Monday.
It's cold Juniper Juice in a triangle glass time at Camp Holden.
Have a great weekend my fellow shareholders.