Deal this summer odds = 100%
Well, the big question of day will there be a deal.
The answer is YES. The data set (once officially publish and review at ASCO) will confirm a pretty much one trial de-risked asset for breast with a very nice PFS endpoint.
Someone will license this baby this is a 100% sure.
Will someone be bold and acquire this one, the odds of that moves to 80% in my opinion. Valuation would near 1 billion.
Will someone put a minority stake here, could be as there potentially so many buyers. An opportunistic minority investor could forck out 50-60 millions to fund ONCY to the finish.
The sky is very blue here. Going for a sun tan...