I'm doing as much research and connecting the dots as I can. My confidence level is at its highest point right now for this to be resolved over the next month or so, very favorably for Omontys and a deal with Takeda to move forward. I believe the Omontys investigation is over and cleared. My "open issue" is primarily where Takeda is with Fresenius negotiations since they both have leverage...Takeda wants to walk away with a long term Omontys deal to continue and Fresenius wants to minimize liabilities and bad P/R so they've got to be figuring this out. I also think that the $2.15 Billion award to Pfizer/Takeda today was critical timing to moving this whole AFFY deal forward. Read the rest of my posts and definitely read the news on the Pfizer/Takeda win in court...Takeda is walking away with about $750 million.
Just my humble opinion
If you believe the Omontys investigation is "over and cleared," would that not necessarily have to have been disclosed to the public already? Flip it for a moment; had the investigative outcome been "over and negative" with no disclosure yet.... you see my point ?... Also, and jmho, but Takeda and Fresenius negitiating a favorable outcome such that Fresenius maintains its non-interrupted posture as the primary end point of Omontys, that also - under these circumstances - might reek of, well, collusion for lack of a better word. Or perhaps I'm off base... Thoughts?
Disclosure: I am definitely a long, and in addition am presenting AFFY to some other big investors at this time. Just thinking out loud.