I don't know, I can only make an assessment of the circumstances:
There's been no deal announced.
There's been no collaboration announced.
My experience with Leslie is that she over-implies and under-delivers in this regard (dance cards full and all that), and she hasn't even implied anything.
The ad nauseam advice from our esteemed Chair and CEO that BP is only interested after Phase II, we're in Phase 1.
Independent analysts covering biotechs that they believe attractive to BP. IMU has only paid ones.
SP was 10.5c when the "Positive Early Signal" was announced. SP is 10.5c today.
Other than that, I have nothing.
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