They claim to be seeking collaboration deals for pre-clinical and clinical assets. IMO, they will keep 15029 in-house, progress 15001T & 15022 via Bayer, sell 15001 (the autoimmune being researched by the Dr. at Northwestern) outright, and make a collaboration deal for 15049 - all in the next 12 months. There are other potential candidates too.
Everybody plans on retiring eventually. Martin has never announced a specific date for that. He did announce his intention long ago to start selling stock in 2016 via a 105b-1 plan. However, he stated at the Feb call that the plan filing was dependent on market conditions, and the conditions were not right now. He said in Feb that he has not started selling via that plan and does not intend to discuss it further publicly.
With keywords familiar to CGEN investors like "collaboration","novel", and "Drew Pardoll" (who said CGEN has the best immunoncology pipeline in the industry), how is the investment community failing to connect the dots here?
BTW, I watched "The Big Short" last night. We're just early, not wrong.