SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Biotech / Medical : Regeneron Pharmaceuticals -- Ignore unavailable to you. Want to Upgrade?


To: Miljenko Zuanic who wrote (1836)11/18/2015 2:56:43 PM
From: DewDiligence_on_SI  Respond to 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!