time for a reasonable discussion, page-8

Thanks for your thoughts Zaskar. A couple of points.

High risk/High reward. The risk is more clearly defined now with Amgen deciding they need to see exactly what SM6 can offer Kyprolis. IMHO Amgen needs PAB more than PAB needs Amgen! Kyprolis is in a dog-fight with Celgene's Pomalyst for market share. Celgene also looking to combine with a MAb as shown in the data VK posted on this thread (and I think others have mentioned elsewhere).

PAB have something NO OTHER COMPANY HAS (sorry for shouting), a platform technology in IgM based therapy covering both the natural IgM antibodies and the disease targets. Should this PROPRIETARY technology be proved in the nightmare disease which MM is then the licensing deal with Amgen alone will see PAB at many multiples of its present value. A stampede for PAB's technology and pipeline will follow - deals in melanoma, gastric cancer, solid tumours and small cell lung cancer for starters.

That's the big picture imho and the rewards are huge. The risk is of course that the technology fails - but at 6c this looks a no-brainer.

Last point - the shenanigans with bid/offer over the last few weeks nothing to worry about. Clowns playing PAB for fractions of a cent have no influence on the risk profile! I can see a future where some will realise they let PAB slip through their grasp .....