Post by
Gbathat on Sep 06, 2020 1:57pm
A positive
To fight the incessant negativity on this board, I want to recap two key pieces of information from the Zacks report.
1. The joint venture in diagnostics is a 50/50 venture. That is great news.
2. The PMN310 delay to Ph1 is due to biogen delays. While delays are not good, at least the delay is external.
Bottom line: diagnostics are our best chance for best term revenue, and given the covid and ALZ markets, those markets could be sizable relative to our market cap. Hopefully the biogen aducanunab approval goes smoothly as well so that the best in class effort can accelerate.
Comment by
farmerjane on Sep 06, 2020 4:44pm
Can you explain what PMN310 delay has to do with Biogen?