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Biotech / Medical : Neurobiological Tech (NTII) -- Ignore unavailable to you. Want to Upgrade?


To: Steve Lokness who wrote (1464)12/4/2007 5:36:30 PM
From: keokalani'nui  Read Replies (1) | Respond to of 1494
 
First, they virtually bought the company for the cash paid for the new shares. You could say valuation was not terribly challenging and showing a return on it ought not to be so challenging either. A "partnership"--more likely on option-- with $50m upfront however would do it.

Second, everyone with skin it this game with this crowd in this stadium is expert at finding new shareholders to take the place of old ones.

Third, I don't even think they'll know whether v is a clinical, much less a commercial, success in 8 months. Make that 12 months! And we know it can do harm, so there is safety risk between now and topline data.

For these reasons, I don't think BVF and GPP are going to leave their $60m on the table until P3 proves a subset analysis in stroke patients. This is my only point...and its just speculation on my part.