sam:
Underestimate them? I am in awe of their capacities. Just asking if they are out of blanks.
Blanks sound like real bullets. They scare people just like real bullets, particularly in a venue where real bullets are bouncing around all day, every day.
Current market cap is $834 million. Viracept revenues, annualized and extending last quarter forward, are $500 million.
This leads to a very simple observation, and nobody seems to be countering it.... the value of that sales force continues to grow. A co-marketing agreement *has* to be in great demand. Unlike Peter Singleton, I am a "take the money and run" type. I would take a 49% deal, tied to co-marketing, and sock the money into pipeline, pipeline, pipeline. It's a clear route, given Johnson's expertise and AGPH's start, to independence in the world of pharmas.
Note...... got to keep those Clinical and Regulatory groups growing, adding excellent personnel in a controlled fashion.
Rick |
