trouble for PF he doesn't dictate market price of the stock. of late he's acquired Tacere, cross licenced with uniQure and licensed Calimmune - i'll argue these are all material for a company of Benitec's MC. Then there's Alnylam overcoming delivery with siRNA and providing proof of concept in human clinical trials. Alnylam's MC has correspondingly made massive gains in last 12 months.
Benitec has 5 siRNA licence options with Alnylam - combined are certainly worth more than BLT's current market cap.
Anyway, we know all this. PF and team have been busy, hence probably a deserved holiday. Let's just see what 2013 brings - fair to say the test will be the options stike price in December.
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