Re: Energy/Chemicals Partner (Degenerate Gamblers Needed!)( Sunshine Granny) - POTENTIAL to be the best ROE model in history of wall street IF.....
Kirk is a fan of John Malone who was a master at capital structure and driving ROE. My guts says we see significant news on Energy before EOY. Oncology (ZIOP) may take a bit of time to play out unless Dr. Rosenberg/NCI at some point blesses us with a public pronouncement. Hopefully Cooper inks something on IL-12 to get enough runway to go after the really interesting programs.
XON annual meeting this week. Q2 almost over. Hopefully we get news on both parent an child.
Always hopeful, never expectant
WST