There was a bit if humour in it i think you meet half way though...

There was a bit if humour in it i think you meet half way though

Well i like it here i wasn't going to talk it down obviously but 2.5 is probably about right without data and just exhuberant speculation of what "may be". $0.036 is the price it is and still probably fair at 10x cash but thats usually about it without data goes back to the same point. The company has always had good data as presented and interpreted by shareholders but really it comes down to hiw big pharma read and treat it. Right now that's much the same as it has akways been, real value will come when peers price it that way. Genentech is good granted they didn't license but extended the agreement and yes as with every deal it's a little more money than previous - they're still a step behind the two most advanced deals to date though and they got passed back. It's all about the data and what big pharma decides to do with it.

So far Genentech has put up $2.5m - Astrazeneca, Roche / Genetech mk 1, Jansenn and Pfizer put up $6m combined.

Roche /Genentech mk 1 - Deal > Extension > Expansion --- walk

AstraZenecae - Deal --- walk

Pfizer - Deal > Milestone .... walk

Janssen - Deal > Extension > Expansion .... walk

Genentech - Deal > Expansion ... ?


Data pack for internal candidates the most interesting though & hanging out to finally see that they have pk / pd they can sell it with