GREY:IPHAF - Post by User
Comment by
wrongturnon Dec 07, 2007 2:19pm
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Post# 13986532
RE: RE: rbc believes Roche will exercise ....
RE: RE: rbc believes Roche will exercise ....Snrkid,
I've enjoyed your posts.
I can't see psoriasis going back to Roche. Could you imagine that, wouldn't that be a laugh. My guess is that the company will not be bought out. If you think about it, Roche had tied-up all of ISA's pipeline with the orginal agreement. Autoimmune was given back for Foster to play with.
The question is one of control for Roche while maintaining a positive image with small biotech. How much will they pay to hold back ISA while transplantation is caught-up? All costs of future psoriasis trials ++? Could this be why the pause in trials discussed in the MD&A?
The MD&A doesn't mean all that much to me. It shows gaps, hesitation, and unsuredness.
Ask yourself this question, if you were Roche, how would you keep the little biotech happy while trying to maintain control of a possible blockbuster molecule?