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Posted On: 12/09/2019 6:36:15 PM
Post# of 149246
Re: BlackDoggie #12293
whatever it was, it happened this weekend - as he was gung-ho on the deal last week.
nothing happened with Leronlimab (positive or negative), so what was it?
My gut is:
1. someone is talking to NP or the BOD (either a suitor or an advisor) saying, "that's not a good deal - you are selling yourself short". I don't think he just woke up this morning and said "this deal isn't good for us", after telling us it will be "any day now" last week.
Or,
2. they circled up internally and said, "we're within weeks of completing the BLA, having additional data on TNBC, more NASH data, etc" - we can negotiate a dramatically different deal at that point.
nothing happened with Leronlimab (positive or negative), so what was it?
My gut is:
1. someone is talking to NP or the BOD (either a suitor or an advisor) saying, "that's not a good deal - you are selling yourself short". I don't think he just woke up this morning and said "this deal isn't good for us", after telling us it will be "any day now" last week.
Or,
2. they circled up internally and said, "we're within weeks of completing the BLA, having additional data on TNBC, more NASH data, etc" - we can negotiate a dramatically different deal at that point.
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