Is Takeda finishing his collaboration with AFFY? "The suspension of the Hematide oncology program, the impact of the Phase 3 results particularly on the non-dialysis indication and the arbitration decision relating to our dispute with J&J may increase the likelihood that Takeda terminates the collaboration or affect the resources Takeda is willing to commit to Hematide". http://www.sec.gov/Archives/edgar/data/1158223/000110465910052543/a10-19449_1424b5.htm
Having pumped more than 350 MLN in all, are they going to go away? NO way?
Is Arlene is threatening Takeda, we will issue more shares, unless you opt for a buyout?
Is she trying to create a stir here? All in all it looks very fishy.
The timing of the placement makes me wonder what Arlene is upto? Even under worst case scenario they can file the NDA and wait for the results. They can sell it to JNJ and JNJ will own all the patents, they will move on with the drug.
This is a Perfect setup, you can interpret it anyway.