<<Ah, come on, could be much worse. You could be an investor in GLIA.>.
I have small (let it for now call trading position) in GLIA.
What I did have in mind is *speed* of the decision making, and what can influence this decision. While, I see (off course, it is my view) other more important things coming in and CEO (and others) will have to be sharp. I believe that he will be, but let him know that we do watch him and do expect *goodies*.
<<OK, let's assume that the MLNM-LKST merger was both (1) brilliant, and (2) early. What company with a strong currency would be a good suitor, where everyone move forward, together, as a stronger, more-balanced entity? AFFX? CRA?>>
Merge, not munch, is an option but I didn't have that in mind. Definitely, NOT another SUGN! <g>
Suitor can be someone with strong presence in CNS. Like MLNM? But, let this for now put aside.
As I mentioned early currently NBIX have more programs than they can care forward with current structure. First it is still finance problem, and second is size and space of the company. You know this well. There is way to solve problems, depend which way they want to go in future. But, more they wait the more difficult will be to satisfy investors and company needs.
Lyons make good move when they sold neurogenomic part and partner diabetes APL. Now, the question is: "is worth for NBIX to continue APL technology", or completely refocus on CNS chemokine receptors as well as GPCR field.
This is what I want to hear about? And, I think broad investors?
Cheers,
Miljenko
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