Watched interview and my Take is Elaco deal is dead, PAA failure to delivered how much drug was needed was main reason for knock back. Elanco have closed the door on the Deal, if they required more data they still had 4 months to go on option timing.
With current data which other company will want to risk it now that Elanco have said no.
Roger was less than convincing when discussing Covid 19.
One door closes does not mean another opens could mean other doors close too
Ann: Elanco Option Update, page-85
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