RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:Downgraded to 3, from 8…. With everything going on?!? No I get it. If you start from the massive pot of gold then however you splice and dice it then you always end up with something big. You can ignore that something important happened last Thursday because whatever happens, positive or negative, it's always overwhelmed by the existence of the massive opportunity. I don't buy that.
scarlet1967 wrote: This is my last post on this subject with you. Note we all are speculating including Ed Nash. I don't know what is the industry standard for partnership in NASH because in my opinion there isn't any, deals get done in many shapes. Now presuming his 85% is correct and THTX ends up with 15% of a multi billion market, add to that they won't need to allocate resources to a costly/lengthy process if it goes all the way. So point is by partnering with another company they take the risks out of the equation and if successful they end of with decent returns. For the potential partner again 85% of a multi billion dollar market by investing about 100M or a bit more in a phase 3 trial is also a good bet. Note the initial investment is only for futility analysis which is far less. Point is the huge size of the market has to be considered too.