Rigga,
" 5.3 million is that good, bad or average?"
This is what I posted around the time of the deal, crumbs was right!
crumbs,
I don't go along with "let's just go with the 1% " - that sounds ridiculously low to me.
I'm thinking more like 25%, so an upfront payment of $50M and another 3 milestone payments of $50M.
And is the upfront 25% of $208M or the full $624M? (so $150M)?
If you tot up the deals in the link, the value is $40B with upfront of $10B - that's a whopping 25%!
I don't think people have latched on yet to the enormity of this deal.
https://www.fiercebiotech.com/special-report/top-15-biopharma-licensing-deals-2020
ChippyJo,
"Daftprince, why sell? The day to do that was yesterday if you wanted to sell.
Todays a hold or buy day…"
I sold at 8:00 am this morning and bought them all back (and then some) at 8:30. Ended up with an extra 30K shares for free. I am a long term holder.
“Since Merck is generating so much money with Keytruda, it would be highly vulnerable in case a competitor comes out with an even better drug. For now, that seems unlikely, I believe, as no pharma company has an oncology asset that is expected to be as impactful as Keytruda in the near term”
Just a bit of data away from being that “oncology asset” lol
I follow the MacMillan thread quite closely but don't normally comment out of respect for individuals privacy.
There is a suggestion that a head and neck patient has been refused entry to the trial as their immune response was "too low". I checked the trial exclusion criteria and couldn't see immune response as a factor, I may just have missed it. Can anyone shed any light?
Perhaps we all need to calm down a bit. The interims will be out by the end of January. It would make sense to do an update as part of these. I'm not ruling out an RNS before then, but won't be perturbed if there isn't.
Ray,
I agree as well. The term AI has been misused and applied to predefined responses to predefined questions or trial and error. The big difference between human trial and error and computer trial and error is the computer can make errors much faster.
TF,
I'm not sure who first coined the term here, but I have on occasion used it. I think it is a valid term. It is applied to Christian groups who are enthusiastic evangelisers. The prominent evangeliser is Inanaco - he has converted many others who themselves have become evangelisers. I don't believe it is a derogatory term, merely a description of how dear they cling to their beliefs. All will be revealed in the fullness of time I guess.