RE:Baxter Hey Glenview
An excellent deduction worth exploring.
Some might say, " but all material contracts have to be disclosed"
Do they ?
Perhaps not if they are in some ways "contingent" on a future event that has yet to happen ( eg FDA approval) or
perhaps not if the value of the contract, understanding or MOU could not be reasonably quantified , say for example if the price was variable based on certain other events ( eg final risk reduction percentages, completion of ancillary studies supporting expanded use, etc.)
Still others might say how can a deal be made when they're not at 150, or why would they stop at 90, if they're going to all the trouble of adding new sites?. Well what's to stop another new entity from taking over the Trial and seeing it to its logical & formal conclusion? Particularly one skilled in all matters of ongoing relationships with both hospitals and the FDA?
Still others might argue, "why would some Company pay the big bucks when their is uncertainty of outcome?" Those people might be well advised to read Kellum's latest Bayesian analysis paper, and then factor in results that are " exceeding expectations" - especially if they are entitled to a hard look at the data.
Anyway.
Good & worthy speculation Glenview.
MM