Tony the only thing with it that raises doubt between these forecasts and how advanced or significant they imply they are. Why on earth would Janssen move on & let it go here when it's supposedly right on the edge of such significance ?
If anyone has the best insight regarding where it is heading it would be them sitting at the forefront - they had this deal with the option to expand it 10 fold yet they let it go.
It's just not something that fits the mould - Janssen were in at a good price, the funding they where providing was minimal to keep going. It jus doesn't click plus the fact they sent scouts out for 50 companies to plug the new SF incubator the same week showing they are definitely not tightening R&D expenditure ?
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1.5¢ Sentiment: None Disclosure: Held
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