Roche always wanted to get into the epo game in the U.S., but was thwarted by Amgen patents. I haven't studied the i.p. in AFFY's dossier, but if there's any sale, the i.p. is where the value lies and Roche would be the most likely candidate. Amgen wouldn't be permitted to buy it while AFFY was alive due to anti-trust issues. However, Amgen could bid for the i.p. in a bankruptcy auction. Theoretically, Roche might realize it would be better to buy the i.p. assets now than engage in a bidding war in BK. For Amgen, it could have nuisance value.
Utter nonsense. Takeda would be the one with inside track on the real prospect of Omonty, and yet it has opted not to acquire AFFY and its IP, which says a lot about the real value of Omontys or lack thereof.