sbh, nice find, I am not expecting anything said but on June 25, Bayer is holding an analyst meeting in New York. It would be nice if they said something about their preclinical pipeline. Also we will be speaking at German/Israel innovation day. Makes sense considering Bayer and German Merck. Other health care speaker is Teva.
Banana, I did hear her make the statement you refer to, I believe it was that it was not one of CGENs objectives for the year. I was not close enough to see if Martin's eyes rolled back. I asked about 15001. The impression the answer gave me is that they are looking for a partner there is nothing more Cgen plans to do with it. So I figured though we may not choose to get a deal on an immune oncology product we "should" do something on 15001this year. The question that I was disappointed that I did not ask nor did anyone else was how Bayer was going. It was mentioned several times by several presenters that the Bayer partnership was moving along. But I would have liked something more then that. Yesterday Bayer had their big analyst meeting, I looked at the slides and it does not look like preclinicals were discussed. May account for some of todays softness, hard to tell as volumes pretty weak.
Getting back to her as a CEO, more important then even Gerstell, is our stellar scientific committee. Pardoll and Drake will be opening the doors we need. Anat appears to be a superior scientist who based on absolutely no knowledge on my part seems to have the respect of her staff and we hope has made some excellent decisions. For the current size of the company she is fine. Though communications are not her strong suit.
I too am disappointed that we have not attracted the investment community to our cause. Success will change that.
looks like another buying opportunity coming.
Bought some today, frankly I don't quite get it. as long as we stay in business 9+ per cent pretty good. Fed would have to hike quite a bit which would mean business is good. I always feel I amnot he smartest person on the block so don't quite know why am being so lucky to get this at this price.