How can we not rerate substantially with positive preclinical zantrene + anti Pd1 results in hand?
There’s too much at stake for BP not acting. Whether it’s primarily to protect current revenues from competitors, or with the view to steal market share with a better product, or most likely a combination of both. How could you be sitting at the commercial development desk at any BP and not be having a bit of a think about it? Perhaps career risk for those individuals means they don’t automatically suggest a 20b$ take over to the CEO, but a collaborative approach with some reasonable $ changing hands and milestones, may not be out of the question. All whilst RAC keep trucking along exploring cardio protection and the other options. If results are good, it should be easy enough to play BP off against each other, given the size of the prize. Alas, back to waiting.
General Comments / Chat, page-5504
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