RE:Merck buying Acceleron, big rare disease co. The thing I wonder about is how much the thtx program would cost upfront for any big Pharma? I see the interim data readout as huge, almost everything for this program in my view. If they got through that interim readout I think you could begin to assume they are on a rapid path to an approval. So to get to that interim readout wouldn't cost a huge amount of cash (not for a deep pocketed Pharma).
Wino115 wrote: Spending $11bil on high margin specialty company. Has commercial drug but mostly a lot of pipeline. NOt really a comp for THTX in any way. Just that Merck is out there spending money. Unfortunately I think they've been burned already on a few NASH partnerships alread.