RE: LFB = Acquirer
Seagal Lloyd BS the market 3 times in one year.
1) told market that pet scan result would come out soon and be positive (hinted that)
2) Strategic review became tax losses
3) 4601 could be done in a small subgroup.
Lloyd had to go. He is no longer CEO but Chairman, Chairman gets no $$ from Payroll just options.
232 has the most potential now. It has 2 PII efficacy data for market. At least for 232, we are sure somthing is happening.
Dosage was not optimal and now they are using 21 cycle like 4601, which could yield more efficacy.
232 resolution is what I am looking for.
I think Aspergen will end up giving 100% rights to Thallion in exchnage of some sort of minority position.
Shigamabs is an easy drug.
2 years and we hit markte.
1 and 1/2 for Full valuation.