No, you guys enlighten us. You've all made your stances clear, and I haven't looked at the company in ages. I have no opinion.
Has any guidance been given, royalty rates tied to the Bayer deal?
The collaboration with the PEGylation company in England, I forget it's name..... the one that VLTS purchased.... nothing is coming out of that approach?
Stuff like that...... what's the potential for new stuff that might make the company look "sustainable". If they come up with a nice cash cushion here, will their deeper development programs suddenly look sexy?
At a current capitalization of $300M..... if they bring cash to $75 million plus, will that Bayer deal take on a bit of sparkle?
Stuff like that.
Offering is a bit late in the cycle, so point may be moot. OTOH, if they have a good story to tell, the shares may fly off the shelves.
That development time frame, thus far, for the Bayer project? Not bad. |
