RE:RE:News and Paragraph FiveSorry for the long winded story but the idea was to prevent the jamming of pipelines if there is anything flowing in that pipeline in the first place. Why don’t you complain that the news release was too long? Did you read it? Absorb anything?
To read the news release at face value and pair that with other information gathered from some simple form of due diligence it shouldn’t be hard to figure out, or at the very least, form some positive opinion about this news. I’m suggesting that Sanofi and Sernova were/are in a collaboration, deduced from the wording of the news, and the pouch was used for a Sanofi designed trial as part of their due diligence and Dr Schulte was fully engaged in that trial and was witness to the resulting outcome. Add to that any information passed to Dr Schulte from the FDA trials that would be allowed under their non disclosure agreements. Clearly she is not implanted as, so far, a one person advisory board and with her background, experience and job description she is not part of this special board because she is bored and needs a hobby. I think that when she gives the nod, the Sanofi chequebook comes out and they slap us silly with it.
Sernova is a good fit for Sanofi since Sanofi has been involved in a cure for diabetes as part of their business. Further to that, a couple years ago they bought Bioverativ for $11.8 Billion USD. Bioverativ seems to be focused on treatments for rare diseases; ie: Haemophilia. Sanofi is the parent company to Bioverativ. After that buy was announced, medical analysts/writers criticized the deal. Although they said that Sanofi’s patents were reaching expiry date and they needed fresh sources of income generating products, they said that the the Bioverativ deal was no barnburner because the price paid would represent a “weak” nine year payout. What the writers didn’t know was that Sernova was in talks with Bioverativ at the time. It’s easy to see the attraction to Sernova from Sanofi/Bioverativ.
And what else fits the pouch? Add thyroid treatments and what other regenerative diseases are out there that need the cell pouch? And what else? What are the thoughts of other major pharmaceutical companies with an interest in Sernova? It could be setting up to show some very interesting dynamics here.
My Thoughts. And I won’t apologize because it’s not a one liner post. Treat your investment dollars as you see fit.