I agree with Heks that Janssen is still the big play if they can materialize it but I also agree with PoS post in the other Janssen thread that it's all very complex and extremely hard to read anything of much - I think a lot of information released is also very selective a bit choosey choosey ? which makes it hard.
"This company is starting too lose me, with all their waffle, management changes, missed timelines, worrying financial situation, varied projects that don't get updated...or extended..."
As for the expected payment from Janssen in February if objectives are delivered all I can really look to for guidance is those figures given by NW/PW in a general sense at the 2012 broker briefing with the link I supplied the other day.
BUT there's always a chance that Johnson & Johnson could come out of the shadows if these objectives deliver next year & would most certainly lead to the acquisition of Phylogica but this is just my speculative mumbo jumbo. Johnson & Johnson is the parent company of Janssen so effectively the later is the heart of R&D - BIG TICKET is if phylomers can be proven to more effectively deliver a number of J&J's existing drugs and basically just gets rolled over by Janssen once it has been validated by them. If they can nail that there's not a chance J&J will pay royalties on existing sales they'll just aquire the company.
PYC Price at posting:
2.1¢ Sentiment: None Disclosure: Held
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