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Biotech / Medical : momo-T/FIF -- Ignore unavailable to you. Want to Upgrade?

To: Biotech Jim who wrote (11355)	11/16/2017 11:13:58 AM
From: tuck	Read Replies (1) \| Respond to of 12215

Me, too. Grabbed some more at $3.10 yesterday and am about even now. Not sure what will happen when the lock up expires, 12/23/18. I gather the transaction has priced, and the buyers will take delivery then. Or does J&J get to ignore the lock up? I can't find any mention of lock up in the prospectus for this deal except for the directors and management. Seems as though that could give the buyers an opportunity to flip at the above date. Cheers, Tuck

To: Biotech Jim who wrote (11355)	11/16/2017 11:42:59 AM
From: scaram(o)uche	Read Replies (1) \| Respond to of 12215

>> but that is what one connected with the two investment banks can do << I am surprised by how easy it has been to rip a new one for issues that have ATMs out, and suspect that bank traders are feeling that SEC won't do squat re. timing of short sales. Wild west.

To: Biotech Jim who wrote (11355)	11/17/2017 7:31:39 PM
From: rkrw	Read Replies (1) \| Respond to of 12215

You got me at first with that fiction!!

To: Biotech Jim who wrote (11355)	12/17/2018 5:24:51 PM
From: tuck	Read Replies (1) \| Respond to of 12215

ACH-4471 not to be commercialized as monotherapy. Combo data looks good, but there's the cost problem of combos. Gunning for mono therapy with ACH-5228. I think this is smart in the long run, as the compliance of the shorter half life 4471 could be an issue of concern. But of course, that means losing a year or two in bringing a truly differentiated drug to market. And the stock is being punished for that. Also, analysts note the C3G trial has been enrolling a bit slowly. Company says they expect acceleration of enrollment going forward, as they now have all sites up and running. We'll see if that turns out to be so next quarter, perhaps. Listened to the call, but could not manipulate the slide deck. Presumably a parseable one will be posted shortly. I have a very small sold put position that will be slightly underwater tomorrow. Not sure if I'm going to close it or roll it. Cheers, Tuck