Hey Sam,
Apologies if it read that way, I wasn't wishing for Sarepta to take us and another date to the big dance. I was just thinking it's worth considering that it could happen. Probably an outside chance?
My hopes are aligned with yours: an enormous deal.
Not that my opinion counts for s***, but I think you've consistently justified your expectations re the acceptable size of a deal incredibly well. Occasionally I think we might all be getting a little optimistic, but mgmt know what we have. The data from PII is incredible and the back of the envelope figures are enormous. It's hard to find fault with your argument to perish the thought of this being sold short.
If it's a deal with a US company that we're looking at, I imagine Gil Price will have taken the reigns? Steady hands. His move to NED... with everything else... how coincidental would that timing have to be!?
Anyway, appreciate your thoughts as always. Keep fighting the good fight
Best of luck!
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