RE: Jackdaw9 Jun 2017 12:31
Yes. I know some commentators assess that Novartis could easily leave OXB in the lurch and change viral suppliers, so that our position is still weak & wobbly, but I suspect that underestimates the massive OXB expertise and experience that has been devoted to this transfection operation. I doubt that Novartis, if they get approval, would want to jeopardise what could be an incredibly successful pipeline, continuing for decades, by going out on a knife-edge like that. They have the cash, and perhaps even more very soon, so why not just buy us up and bring it in house? Rumours are that some big holders would hold out for 25 pence minimum, which doesn't seem unrealistic IMO.