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Posted On: 10/16/2021 2:58:56 PM
Post# of 154120
Re: Goosebumps #107882
thanks for this. yes, the BTD is the thing that's really got my attention at the moment. Scott Kelly's comments about (i) each BTD is worth 8 Bln in market cap, and (ii) there are no companies with 2 BTDs that didn't get acquired.
LL certainly seems to check the boxes - unmet medical need, efficacy, safety. I'd love to know what those guys think our odds are - obviously they can't say it publicly, but they probably have a good idea. and in terms of timing - i guess it would EOY or beginning of 2022 when we'd find out.
that would be a quick shot to $25 / share. how's that for a nice weekend thought?
LL certainly seems to check the boxes - unmet medical need, efficacy, safety. I'd love to know what those guys think our odds are - obviously they can't say it publicly, but they probably have a good idea. and in terms of timing - i guess it would EOY or beginning of 2022 when we'd find out.
that would be a quick shot to $25 / share. how's that for a nice weekend thought?
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