I had the impression DS wasnt concerned with LANI (inavir) outside of Japan. Not sure now with the japanese US purchases.
I think the most important thing now is that BTAs in the Box seat. We will have multiple parties wanting a piece of Inavir and it wil be PCs job to give us the best possible deal.
From a shareholders point of view i would like to see a 50% divestment of Inavir for say $500 million+ cash to a big pharma that we can work with going forward. This releases some great value now out of Inavir while keeping a large % of Inavir for BTA into the future.
This money can then be sunk into so many other pipeline projects to massively increase value. This is part of how we become a $20 a share company.
BTA Price at posting:
$1.35 Sentiment: ST Buy Disclosure: Held
