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Biotech / Medical : Regeneron Pharmaceuticals
REGN 787.37+3.4%Nov 25 3:59 PM EST

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To: Miljenko Zuanic who wrote (1836)11/18/2015 2:56:43 PM
From: DewDiligence_on_SI   of 3559
 
I was able to hear OPHT’s CC replay by telephone (888.203.1112, #5187947). Guyer wouldn’t comment on the terms of the Roche-NVS side deal, and he even claimed that OPHT doesn’t know what the terms are.

The only disclosure Guyer made was that OPHT knew when it inked its partnership with NVS that Roche could exercise an option to share the ex-US rights with NVS.

Amusingly, a sell-side analyst on the CC congratulated OPHT on a deal that it isn’t even a party to!
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