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Posted On: 02/03/2022 5:04:35 PM
Post# of 155255
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.
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