GREY:IPHAF - Post by User
Post by
wrongturnon Nov 07, 2007 1:57am
266 Views
Post# 13765325
MD&A - Positive Angle
MD&A - Positive AngleI read the Strategic Outlook again.
Another view - they will use the data from phase III trials in discussions with Roche transplantation. Which makes sense, why wouldn't they discuss the data. However, if Roche decides not to opt in for transplantation, the company (ISA) will not go at the next phase III trials for psoriasis alone. At this point the company will seek partnerships for possibly both indications.
I cannot see ISA partnering with Roche for psoriasis. The only way Roche will significantly affect psoriasis trials is if Roche does not opt in for transplantation.
For the longs, hang onto your shares, we're going to make it. Again, just looking at things from a positive angle this time. May be I'm just getting desperate.