RE:RE:RE:RE:RE:RE:EY sees bolt-ons in the single to double digit billions now Bolt on aquisition....
It seems to me Pela bolts onto all kinds of i/o treatments. It may well bolt right onto Roche's panc cancer treatment in FIRST LINE patients. This is the first time I have seen pela considered as part of a first line treatment.
The argument has been made that there must be something wrong with ONCY and pela that is not apparent to investors, or else why is the S/P where it is? This reasoning has been around for a long time, and has some appeal as an explanation for the hard to explain realities of the price. But the BOD, the advisory board, and the collaborators would not mess around with us if there was a known fatal flaw.
The issues have been the length of time the company has been plodding along, the home office in Calgary for so long, the incompetence of Brad, and evolution from a strategy fromdirect lysis of cancer to a new strategy of priming the immune system, which is a complex story.