(Total Views: 588)
Posted On: 02/03/2022 5:04:35 PM
Post# of 148892
Re: craigakess #117328
Most partnerships turn into a BO by the BP partner, if the drug is successful.
A partnership probably pushes the SP north of $5 and maybe as high as ten for a while. Which is high enough to solve almost all CYDYs problems. Also, most partnerships come with up front money and milestone payments. An upfront cash payment of $50-$100m for NASH might not be out of the question and help with funding a phase 3 trial, which can cost over $100M.
That being said I'm not sure how you deal with a molecule that has so many indications. What happens if you have the partnership for NASH and you get a BTD for mTNBC, which could be worth more than NASH. At that point you might get some very intense competition in BO talks for little ole CytoDyn.
A partnership probably pushes the SP north of $5 and maybe as high as ten for a while. Which is high enough to solve almost all CYDYs problems. Also, most partnerships come with up front money and milestone payments. An upfront cash payment of $50-$100m for NASH might not be out of the question and help with funding a phase 3 trial, which can cost over $100M.
That being said I'm not sure how you deal with a molecule that has so many indications. What happens if you have the partnership for NASH and you get a BTD for mTNBC, which could be worth more than NASH. At that point you might get some very intense competition in BO talks for little ole CytoDyn.
(4)
(0)Scroll down for more posts ▼
