No. Marksville and Jagan are experts at reading tea leaves, and other signs and wonders like stock volume and penny stock price action to determine what is actually happening. The sec required disclosures in the 10K, 10Q and 8Ks are totally irrelevant to their divinations.
No. I posted many times why they won't file bankruptcy. Any agreement which affects the fortunes of Affymax prior to 12 months of BK Filing can be undone by the court. There are numerous other factors too and another one is uncertainty and timing. How long will it take for a resolution in a BK Court? it is not that easy given the backlogs in Courts. Does Takeda wants to go that route? Think again folks. I was thinking of the Royalty payments for the shareholders, now the BOD has set it up for a BUYOUT! On top of 600 MLN NOL gives a cool 180 MLN benefit to Takeda.