RE: Another Endo/MCC scenario...RG...only thing I see different from this scenario is the upfront lump sum.....it will have to be significantly higher than $100M.....
Endo has us over a barrel on bladder.....thus the honey pot deal they received.....they are no longer in a position of power with MCC given the IIIa data....
I'm more inclined though to believe a takeout with an option scenario a la the Genzyme deal.....I myself hate the construct of it as a shareholder....but from the business's side....it's a great way to minimize the up front outlay and let the wonderfully fair and transparent market forces worry about the rest.....