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Posted On: 11/01/2019 3:49:59 PM
Post# of 148878
Re: BlackDoggie #10389
You state some good arguments for Regeneron and I like that pick. I also think they have been in discussions with ViiV and Gilead (both pretty obvious), but ultimately wouldn’t / couldn’t match the royalty due to cannibalization of current products. I don’t think Syneos is the license partner and simply the connection noted in the recent slides due as they are the fallback plan.
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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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