Just to be clear, I’m disappointed by the deal n
Post# of 154090
(Total Views: 402)
Posted On: 11/03/2019 5:54:44 AM
Just to be clear, I’m disappointed by the deal not being closed yet (as promised).
I assumed it was just an another NP timeline f. up, him being overly optimistic again.
Thinking about it with a more open mind I can not rule out that this delay might be intentionally caused by NP.
Let me explain.
A buy out is less likely (not impossible) if 50% of HIV revenues is outlicensed to a third party (BP would like to keep 100%).
Having outlicensed Leronlimab for HIV purposes is becoming even more of a problem if it proves to be a cancer, nash etc treatment.
Whose Leronlimab is used for what purposes and stuff like that?
So I’m thinking once Leronlimab is outlicensed a BO is probably not going to happen.
In the last couple of weeks preclinical NASH data and human mTNBC data has and will become known to NP.
If we are to believe NP (I know, I know) this data will be great and this could lead to renewed or further interest from BP.
Making a BO more likely?
So, while being somewhat frustrated because there is an another delay (unintentionally or intentionally because NP has knowledge about what is going on), the extra time just might be our best friend.
More data will be known and more time for BP (re)considering a BO.
P.S. I’m no NP “fan” trying to defend him missing this timeline just trying to keep an open mind.
I assumed it was just an another NP timeline f. up, him being overly optimistic again.
Thinking about it with a more open mind I can not rule out that this delay might be intentionally caused by NP.
Let me explain.
A buy out is less likely (not impossible) if 50% of HIV revenues is outlicensed to a third party (BP would like to keep 100%).
Having outlicensed Leronlimab for HIV purposes is becoming even more of a problem if it proves to be a cancer, nash etc treatment.
Whose Leronlimab is used for what purposes and stuff like that?
So I’m thinking once Leronlimab is outlicensed a BO is probably not going to happen.
In the last couple of weeks preclinical NASH data and human mTNBC data has and will become known to NP.
If we are to believe NP (I know, I know) this data will be great and this could lead to renewed or further interest from BP.
Making a BO more likely?
So, while being somewhat frustrated because there is an another delay (unintentionally or intentionally because NP has knowledge about what is going on), the extra time just might be our best friend.
More data will be known and more time for BP (re)considering a BO.
P.S. I’m no NP “fan” trying to defend him missing this timeline just trying to keep an open mind.
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