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Posted On: 09/14/2020 1:01:08 PM
Post# of 148908
That buyout talk is idle, because nothing in this company transpires without NP's blessing and he and his crown prince Kelly effectively control the BOD... And at this point no company will pay the amount NP thinks the company is worth ("triple digits".
For me, the only question is whether all those indications, or at least the most lucrative ones with highest unmet medical need that involve studies of several hundred patients, can be developed in a reasonable timeframe with adequate resources available. Having only one or two study sites available for MS, GvHD, NASH, Alzheimer's, cancer, won't really do it...
It's a matter of big $$$ and, as I see it, COVID-19 revenue will be the easiest way to get the money to adequately conduct these studies. No idea how combo HIV sales will do in the first quarters after Q3'21 (?) approval with the garbage company Vyera involved, so that leaves us with lucrative EU/ROW partnership deals, for which I am not particularly confident since negotiations have been ongoing as early as Q1 '19, and great deals are only done from a position of strength.
For me, the only question is whether all those indications, or at least the most lucrative ones with highest unmet medical need that involve studies of several hundred patients, can be developed in a reasonable timeframe with adequate resources available. Having only one or two study sites available for MS, GvHD, NASH, Alzheimer's, cancer, won't really do it...
It's a matter of big $$$ and, as I see it, COVID-19 revenue will be the easiest way to get the money to adequately conduct these studies. No idea how combo HIV sales will do in the first quarters after Q3'21 (?) approval with the garbage company Vyera involved, so that leaves us with lucrative EU/ROW partnership deals, for which I am not particularly confident since negotiations have been ongoing as early as Q1 '19, and great deals are only done from a position of strength.
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