RE: Deal incoming8 Jan 2026 12:05
Free time I don’t think the conference is set up to allow companies to take over and steal the show. I suspect they are going as they still need to find partners as they haven’t been able to get a deal done yet. Don’t forget, also JP Morgan conference, have you asked why on that one?
Given how burst the IMM leadership team are purported to be, dealing with multiple Pharmas round the clock (I think we got phrases like that), it is very odd that the whole leadership team are taking near one week out of the business to network.
For me this is clear sign that negotiations are protracted and, for some reason, getting a deal over the line is difficult. Hence they are starting again to build relationships and promote their portfolio, possible to strengthen negotiations underway, or to replace them.
I am finding it hard to see any other plausible explanation for visiting a finance conference and a bio conference- other than they need to raise funds soon and they need to find partners.
Of course this will generate some verbal abuse but you have to consider what I have just written, it makes perfect sense.