Possible. I had a not too dissimilar thought earl
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Posted On: 12/18/2019 4:25:05 PM
Possible. I had a not too dissimilar thought earlier. Vyera likely is aware that this has a real future in indications that they can't currently afford, and that the licensing deal in place may make future deals for future indications more cumbersome. But I bet they could be bought out of a licensing arrangement...
In other words, the licensing agreement may have as much value to them (Vyera) as a trading asset as it does as a commercialization deal. I'm not saying this will happen, but I wouldn't be completely shocked if Vyera never sells a dose of leronlimab, and we all call that a good thing. I think enrolling 3-4 more naïve tNBC patients pronto and hopefully replicating the readouts from the first patient would put this scenario squarely in play.
Or maybe it's the welcome and honestly unexpected significant increase in the share price today that has me talking crazy right now.
In other words, the licensing agreement may have as much value to them (Vyera) as a trading asset as it does as a commercialization deal. I'm not saying this will happen, but I wouldn't be completely shocked if Vyera never sells a dose of leronlimab, and we all call that a good thing. I think enrolling 3-4 more naïve tNBC patients pronto and hopefully replicating the readouts from the first patient would put this scenario squarely in play.
Or maybe it's the welcome and honestly unexpected significant increase in the share price today that has me talking crazy right now.
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