RE:Discussions Involve Multiple Partners in Varying FormatsAre all SGLT's created equal? I wonder if there's any different synergies amongst the different SGLT's. Similar to what we saw with differences between statins with the RCT, Crestor better than Lipitor? I don't know that we've seen any data to answer.
When DM made the comment in the Prezzy, "we didn't get the bump we should've", around feb, we were around 1.20/30, even as high as 1.45. 4 to 5 times THAT ? Shortly? And we've clawed our way back to almost "even" from feb, pre COVID-19.
Where does 8$ a share come from? Up front payment, substantial, to equal 8$ share? 8 x 217m shares outstanding = 1.7b, or 8 x 250m shares is 2b. And we're talking maybe 30m upfront payment? No way 30m or id venture even 100m results ina 1.7-2b valuation. Gotta b bigger, unless you're banking on intangibles like "bp validation" or other pie in da sky....
Loving the direction, something is clearly up.