celgene, page-51

Re Celgene
1. Massively less significant than Teva and chf which is more advanced, better phase 2 reports no failures and a massive market with a willing partner and a dialog with the FDA

As we don't know the full extent of applications that are under discussion, but we do know that the scope was extended at Celgene's request your reasoning that this is massively less significant that Teva is bizzare.

Less significant in what way? Teva limited their options and now Celgene are apparently picking them up.
How is this massively less significant?

As for progress, obviously as CHF has been backed by Teva for years, it's more advanced. It's weird to then imply that makes the science more sound for CHF as compared with other applictions. It's just more advanced in terms of the FDA clinical trials process. That is all.

A non sequitur if I ever saw one.

2. aghvd is not a big "blue-chip" making market imo and I am aware of an uncertain past in trials in adults

FGS. I've argued many times that MSB as a whole is a blue chip in the making.

Taken alone AGHvd is indeed going to bring in significant revenue, particularly in the US market which is bigger than Japan. And this is being fast tracked by the FDA, something which you and your cohorts pooh poohed when I raised it.

As I've said several times, this is about saving lives, something with the cold fish in the tank don't seem to value.
It is also saving hospitals a colossal amount of money.
This does translate into revenue. But nobody would claim that AGVhd alone is going to make MSB a blue chip, it's one application, but it does have a much longer way to run, including in other countries as it becomes the gold standard. Pretending otherwise is ridiculous.

3. I have been told that there were reports at the AGM of an extension of options. I 100% believe that was said at the AGM but whether it transpires in the partnership I am less certain.

There were indeed reports of an extension of options which did happen. What you did not 100% believe and still seem to have a problem with is that the options were being extended to include more applications. This is significant because you're now backtracking and realising that with the expiry of the 6 month extension, plus the fact that the parties are still negotiating, MSB is in a much stronger position than you admitted earlier.

It's hardly in a weak financial position, nor is it in a weak negotiating position, something which you have claimed in the past and ignored all the signs to the contrary.

4. I listened to the ceo talk on the webcast where he talked about the discussion with celgene being around aghvd and other inflammatory conditions which is the same as the original announcement. That does not exclude the possibility of options being extended in my mind

Even when other highly respected posters affirmed that the CEO said that the range of applications was being extended in the Q&A session, you still managed to read HC and missed that key point? When I said it, when others said it, you missed it? Unreal.

It's a key point because it goes to the heart of the negotiations. Celgene was keen, it's not because the talks were stalling or failing. They were and remain keen. You're unreal.

5. I heard the ceo rule out RA in the discussion with celgene
What is your big point there? Rheumatoid arthritis is a particular application. We may have someone else lined up, or that could change.

6. I am more convinced that Celgene is interested in pursuing this partnership than I was in December 2015. If someone wants to see that as me being "wrong" in December over it simply being a case that 4 months have elapsed and Celgene are still talking which allows me to be more positive, then so be it. You can be wrong, just don't be wrong for long.

Wow, that's progress of sorts, but you've been hammering away in here for months making many posts claiming that Celgene is not to be taken seriously, and we are in a weak position while blithely excluding highly relevant material. That's damaging and it's typical of you. The point is you're wrong for very poor reasons and you still won't admit to not having had good grounds for your claims.

Now your saying oh it's ok, I wasn't wrong for long? No, the process you came to your decision is dodgy. Very dodgy. This is the point.

7. I have not completely ruled out the partnership talks failing but I think it very unlikely
It's always been very unlikely, and it's been bizarre of you to try to pretend that MSB is in a much weaker position than it is.
The evidence for that has been there since the AGM. You just refuse to see it or listen to reliable posters affirm that it was stated. Unreal.

8. If the talks where to fail I do not think it is the end of the road for msb - given point 1.
A desperate attempt to make an issue out of what is a non-issue. It's so far from any real sense of reality I'm amazed at your front for including it. See point 7. For point 7, see everything above.

And btw, a Celgene ann about a deal IS a blue chip making ann. It's what benelong is so keen to see.

Thanks for doing your bit to hold the SP down in the meantime. I'm sure it's appreciated in some quarters.
Sterling amount of effort. But weak reasoning.