RE:RE:RE:RE:RE:RE:RE:RE:One or two more things...No one can argue that Bioasis been an awful investment thus far, cmonreally, but you arguing a future win for Bioasis is impossible, is utter nonsense. You've been provided the information on a silver platter on why future wins are entirely possible, but you continue to push "it's not happened, so it will never happen". That logic is flawed.
We're simply on different sides of the fence, cmonreally.
I'm ok with you not believing the company will not succeed but I'm not continuously spewing my belief that DrDR will produce. I'm just betting she will and defending my belief.
It's just like FTR who keeps spouting "NOTHING" is going on, when there are numerous pharmas that are working with Bioasis and Xb3. To say NOTHING is going on is just false.
I will say that, I agree with JD in that the Prothena and Chiesi deals were garbage, or "AWFUL", as he put it.
I have my doubts as to whether or not DrDR can produce a great deal, but with Shadow Lake on board, I truly hope the crappy deals of the past, are just that, the past.
I had posted about a year ago about how displeased I was with DrDR saying the projected value of Xb3-001 was $300-500 million when Herceptin generates roughly 7 Billion a year. She got some bad intel on that but it's her fault for not understanding the numbers. She's since changed her tune to 3-4 Billion for Xb3-001 (I can't remember the exact numbers offhand).
I hope DrDR sticks to her guns but she's got the LOC and hopefully some milestone payment(s) coming soon. That should buy us some time. She's also got Shadow Lake which I hear is doing a fantastic job. That's ammo in her guns.
We need to be taken seriously, so wait for the right deal, DrDR.