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Message: Re: Zenith Payoff of Citi?
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Apr 05, 2017 10:47AM
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Apr 05, 2017 11:52AM
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Apr 05, 2017 12:43PM
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Apr 05, 2017 04:56PM

Apr 05, 2017 05:09PM
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bfw
Apr 05, 2017 05:26PM

I've had some thoughts along those lines as well.  I just can't imagine it would be only one pharma.  The obvious ones being AZN and Pfizer.  With no piece of RVX both have lots to lose potentially when you combine patent expirations with successful BOM (especially AZN).  I also find it hard to believe that Lilly and Roche have both completely lost interest in this space since their CETP inhibitor failures. Throw in Novo Nordisk and their interest in diabetes and the field of potential aquisitors starts getting crowded.

Don told me that Arthur Higgins told him once that most pharma deals get done when an interested party senses that someone else covets their potential target.   With all the $$$$ potentially at stake here one has to think there has to be some form of expressed interest and lots of watching the competition going on.  I truly hope that "going it alone" is not left as the option.  While I don't think it changes the course of BetOnMace I do think shareholders risk reward profile changes much for the better with a large pharma involved.

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Apr 05, 2017 08:48PM
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Apr 06, 2017 10:17AM
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