RE:RE:My reading of the tea leaves;Perception perception perception....
Paul s enthusiasm in Nash is as high if not higher than anytime before
It is my strong belief that he has not yet seen any exciting data from Phase 1 ......Otherwise he would have hinted at something positive This does not necessarily mean that Phase 1 will be a dud but I did not hear as much enthusiasm as before
IMO waiting for Phase 1 results before final determination of a Nash deal is too risky
He has to finalize Nash soon ......If Phase 1 ends up being fantastic nobody will blame him for not taking the risk on a Nash deal
qwerty22 wrote: Where did you get that from?
palinc2000 wrote: Paul is using Oncology as an argument to get a better deal in Nash .... which tells me THTX will announce a Final Determination on Nash before any announcement on Oncology
So Nash is not far around the Corner