Posted On: 07/15/2016 1:01:51 PM
Post# of 72443
Re: Loose Lips #25437
Great post! Which drug and when to partner is a nice problem to have. I bet lots of small biotechs wish they have that option. Instead they are just hoping one drug works.
Delaying the start of B-ABSSSI P3 might not delay the timing of the deal because the potential partner might want the whole platform, so they could be waiting for the B-OM and B-UP data.
The fact is there are two trials ongoing and a third starting in this quarter or next. At some point there'll be data. The P P2b trial will contain the 200 mg arm, which has been shown to work in P2a. Even if the higher dosage arms don't work (not likely), the 200 mg arm should repeat its efficacy.
Short-term catalysts (12 months or less):
1. B-OM interim data
2. B-UP interim data
3. P P2b top-line data
4. K P1 complete data
Delaying the start of B-ABSSSI P3 might not delay the timing of the deal because the potential partner might want the whole platform, so they could be waiting for the B-OM and B-UP data.
The fact is there are two trials ongoing and a third starting in this quarter or next. At some point there'll be data. The P P2b trial will contain the 200 mg arm, which has been shown to work in P2a. Even if the higher dosage arms don't work (not likely), the 200 mg arm should repeat its efficacy.
Short-term catalysts (12 months or less):
1. B-OM interim data
2. B-UP interim data
3. P P2b top-line data
4. K P1 complete data
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