(Total Views: 308)
Posted On: 01/30/2018 11:23:56 AM
Post# of 72446
Some thoughts....
1) I now know why Leo referred to a partnering "matrix". Since he has nearly 20 CDAs and we already knew some are for one drug, others are for a combination of P, K and B, then it is a lot to keep track of.
2) With that many in the works, to me, it really suggests that Leo is not walking around with his cup in hand asking for a deal. I don't believe for a second that NONE of those CDAs are ready to partner.
I go back to groton68's posts and recall his summary to be....Leo is waiting to partner until he gets the P results. I believe this to be the most likely scenario right now.
My best guess is P topline for Feb. 23rd.
Can't believe February starts this week!
1) I now know why Leo referred to a partnering "matrix". Since he has nearly 20 CDAs and we already knew some are for one drug, others are for a combination of P, K and B, then it is a lot to keep track of.
2) With that many in the works, to me, it really suggests that Leo is not walking around with his cup in hand asking for a deal. I don't believe for a second that NONE of those CDAs are ready to partner.
I go back to groton68's posts and recall his summary to be....Leo is waiting to partner until he gets the P results. I believe this to be the most likely scenario right now.
My best guess is P topline for Feb. 23rd.
Can't believe February starts this week!
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