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Posted On: 08/31/2019 3:11:23 PM
Post# of 149514
You must be getting more comfortable with the recent ‘IMO’ statements 
I agree with your tea leaves assessment.
I think it was ~$3.7M after Paulson fees, but they sure don’t make these filings easy to figure it out sometimes. My hope is you are correct in that a license deal is on the horizon and pending BLA submission....but I would think that it could also be inked independently of the BLA and that be a milestone payment. It would be great if the $2.32B number NuGilead stated came to be. Even if only a small portion of that amount was upfront and the rest milestone payments for combo, I think that is fair and deserves a large share price move upwards. Hopefully there is some royalty associated also (even if post initial $250M sales as NP has mentioned a couple of times).
I agree with your tea leaves assessment. I think it was ~$3.7M after Paulson fees, but they sure don’t make these filings easy to figure it out sometimes. My hope is you are correct in that a license deal is on the horizon and pending BLA submission....but I would think that it could also be inked independently of the BLA and that be a milestone payment. It would be great if the $2.32B number NuGilead stated came to be. Even if only a small portion of that amount was upfront and the rest milestone payments for combo, I think that is fair and deserves a large share price move upwards. Hopefully there is some royalty associated also (even if post initial $250M sales as NP has mentioned a couple of times).
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Please do your own due diligence. All my posts and comments are not to be considered investment advice.
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