ann: data from final cohort of patients, page-38

"PAB is not looking to licence (They say) but if they are approached by Celgene it's game on."

PAB have only recently said they are "not looking" to license SM6 as Onyx has moved in for the combination trial although in saying that Onyx have not formalised any agreement outside of that. Prior to this they where talking about potential out-licensing 2H2014 but with firstly Onyx stepping in and now final data from the trial putting up a strong line of evidence it would appear this timeline has been accelerated. Of course management could play the friendly card of we wont be seeking a partner to out-license that doesn't mean they wont be approached - I'm sure that last line Amgen is all to aware of as are Celgene of their position.

I'll go out on a limb and say one of the two will make a move before ASH but we'll only see in time.

A deal is always there for the right price :-)