GREY:IPHAF - Post by User
Comment by
labumbaon Nov 21, 2006 4:29pm
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Post# 11723807
RE: question - curiosity
RE: question - curiosity " what are we worth with roche versus what we are worth without them.
if they pull out, what is the effect on the stock..if they stay in, what is the effect of that too? "
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Roche already has invested millions in ISA247...this is no brainer that they can't dominate the transplant market with Cellcept, secondly, Cellcept is compatible with ISA247. Thirdly, CI has the largest share of the transplant market like Prograft ( at present ISA has " head-to-head " drug trial on kidney transplants by using Prograft as a control arm and keep it in mind that Roche has a say in the trial procotol of phase2B ) What Roche really wants is a verification that ISA247 is just 15% or more better than Prograft in terms of therapeutic quality in the CI drug class before they can decide to commit 100 percents which means " opt in ".
Back to the question - if they opt-in, ISA stock would be flying as it is more like a confirmation that the risk/reward ratio is extremely good ! if they pull out....well..everyone should look for a greener pasture
Another possible scenario is if the efficacy/safety profile is becoming more evident...they could buy the whole company and forget about the " opt-in " as they know the therapeutic quality of this drug is good for other indications besides transplantation...don't forget Tafa...and your shares would worth more than you think !..how much..it takes time to figure it out...after all it is a multi-billion dollar market.
All in one person's opinion