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Posted On: 12/06/2019 8:47:59 AM
Post# of 72441
Playing Devil's Advocate here, I don't see where the P3 is going to be that large of an investment for any BP, especially considering they are dealing with a drug that should be the only true treatment choice for the entire market if it proves as safe and effective as we expect.
If ABSSSI P3 is going to take $40MM or so, then B-OM IMO should be somewhere much lower as they certainly aren't going to have to do 3-4K patients as in the AB.... trial. So as a WAG I will say $10-15MM.
IMO a single BP would put such a small amount on the line by themselves to get total rights to the indication and thus that should allow them to pay IPIX a much higher royalty than IPIX would expect to get from a consortium of BP players each having a small amount of the OM pie.
I see the PR as more of a "put up or shut up" notice to the BPs involved instead of a hunt for a pack of small investment players.
If ABSSSI P3 is going to take $40MM or so, then B-OM IMO should be somewhere much lower as they certainly aren't going to have to do 3-4K patients as in the AB.... trial. So as a WAG I will say $10-15MM.
IMO a single BP would put such a small amount on the line by themselves to get total rights to the indication and thus that should allow them to pay IPIX a much higher royalty than IPIX would expect to get from a consortium of BP players each having a small amount of the OM pie.
I see the PR as more of a "put up or shut up" notice to the BPs involved instead of a hunt for a pack of small investment players.
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