I second David's sentiment: Thanks to all for a good, lively discussion.
Just to summarize: Clear data is not yet available... When it becomes available, it will likely be too late to take the appropriate action at $13/share, one way or another... That is what makes investing so fascinating!
The absence, to date, of a partner for 114, as Peter S. pointed out, can be interpreted either quite positively, or quite negatively (depending on which foregone conclusion one is trying to support. <g>)
FWIW, I intend to remain in wait-and-see mode with my personal position, and to re-evaluate when something substantive becomes known (within about six months or so, if the company sticks to its schedule.)
The Model continues to be a real treasure, for me. It serves both as a wonderful source of information and informed discussion, and as an investment inspiration and lofty yardstick (meterstick, where I come from.) Thanks again to all.
Best regards,
RB |
