RE: Trinity Delta18 Nov 2020 09:37
Berm
On point 5. I’m a little interested on this point. Avidmab is the very potential “license” deal CH clarified yesterday they were still discussing with big Pharma.
Do you think this potential value may, in part, be the reason for last Redmile investment? Or put it another way If they know it’s undervalued was it just part of some negotiation tactic to try and agree the deal?
Interesting that they are stating it’s now undervalued and also that lindy appears to have stated it’s importance on SCIB vaccines going forward.
ATB