I'd take the 10 bagger without any issue. B with B-OM, and
I'd take the 10 bagger without any issue. B with B-OM, and B-UP completing p2 and all ready of p3, this could be our first and very significant partnership.
P could beat them though with their p2/3 plans and be moving toward a partnership, possibly more swiftly than the B lineup.
K moving into p2 is significant but will take longer.
Beyond these are other applications for B and other drugs Krishna is focusing on now that the trials are managed by two other veteran players. So we're looking very good and we're scratching the surface. If a BP comes around and see the numerous pipeline candidates and the quality of the our science, we could be looking at a sizeable buyout opportunity. It seems difficult to find any flaws that could lead to failure. The company is also rid of the nuisance and moving toward completion of the penalty phase. Wonder what reward they will receive? If Sullivan pursues the other co conspirators, all of Wall Street will be rejoicing.
I can see a 5 - 10 being dwarfed by some of their candidates. The best part is we have Krishna back to what he does best and two that have massive experience that came to us for our potential when they easily could have had other offers. Not seeing any real downside as BPs have billions to spend and we're a prime candidate.
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