Mr Cod,
With all due respect, why engage Jefferies, some top holders were happy with $5, $9, $20, $50, they could have just read HC for their answer.
Given some figures thrown around here todate, I think management would be extremely cautious about asking top holders what they think our pipe line is worth for a future TO price, worried it could be given away at a discount by anything remotely comparable.
There is I think yet to be a analyst put on paper of what the $$ value is of the potential end market is for 2591, the only place I recall that happening is here, the number are massive which ever way you input.
Management have all the credentials along with Jeffries, that is why they are engaged to make a executive decision. My take is if Top holders were happy with the above figures they will be happy with managements final decision.
They have a asset with potential sales starting at x 10 of the highest TO price in 2023 (Retas Skyclaves), a neurology pipeline with neurology being 2nd on the list for most wanted assets by Big Pharma in 2024 ahead of oncology....
I am thinking aggressive bidding for the pipeline and price won't be a problem US $10-$20bn if all positive, and likely sorting out what the best fit is rather than dollar value.....
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