Griff here Mojo....i think the question now is what they will get in a fire sale. while i lost my shirt today i will not react in haste and see what unfolds in the coming weeks. Liver failed but the question remains what value is placed on the delivery mechanism. unfortunately to see any other pipeline mature to a phase 3 is years away
Griff, like you I am trying not to panic when most everyone around us is. I agree with your comments which address my issue #2 but what about issue #1? I pulled 20% out of the air but for discussion purposes what is your guess? If 20% were correct, it may be entirely satisfactory to the Chinese ultimately. They are, of course, the largest Liver Cancer market in the world with the largest population (1.5B) only serving to grow their LC market at an accelerating rate. Maybe 20%, or whatever the number is, turns out to be the best they can get. Still lots of variables out there which are unresolved.