In addition, and this is worrisome also, Takeda could simply say that they are not brining back Omontys to the U.S. Thus, AFFY screwed, and Takeda gains what it can from Omontys outside US..... Per the 10-k, AFFY gets only 50% of the U.S. revs. Takeda gets the 100% of the world, 50% of U.S.... I pared down the number of shares I hold recently. This is not a gimme at this point. Those who suggest otherwise are not looking at this through Takeda's perspective. In the end, I think Takeda buys AFFY, and my guess is soon. However, it is not going to be for $5-$6 or more.. My guess is at best you might see a double or triple at this level at best, and Takeda writes this off.. Not trying to bash. GLTA.
The problem with any buyout of AFFY, unless after BK protection, is that the purchaser also buys the litigation and all the headaches, time, expense and liability that goes along with the litigations. AFFY's litigation exposure is the elephant in the room nobody wants to see or talk about.
So the botom line is, even if it is found that Fresenius is to blame, and even if safer administering of Omontys is secured or labeled, the bottom line is (IMO only) that Takeda still might not find it worth the effort to bring this back, but will want the intellectual property. Be careful. Again, JMHO..