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Re: Capitulation bottoms usually plumb extreme depths (EDITED)...If: 1 no partner shows up, SGMO focuses on IVPRP and we win 2 partner shows up, SGMO focuses on IVPRP and we win 3 City of Hope works out, we win HIV, and SGMO focuses on IVPRP and we win 4 no partner shows up and COH fails and IVPRP fails, SGMO focuses on IVPRP and we lose My bet is 60 % chance of 1 or 2, 10 % on 3. That leaves 30% for 4. 60% chance of $25 plus, 30 % chance of $2 minus. GOOD BET if you are a betting man. "Regarding the HIV upside... According to the JP Morgan Call 22nd OCT "Consistent with prior plans, SGMO does not intend to move the HIV program forward in the absence of a partner. The program has provided important proof-of-concept for ZFNs in T cells, and the co will continue to work with the City of Hope on ongoing trials, share the results reagents if people are interest""
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