It sounded to me like NP plans to sell 100mm worth of product to the three countries we are in talks with. I have to say, that despite my criticisms of Nadar, if he is able to swing that I will be extraordinary impressed. This would be the very best type of non dilutive financing that exists.
Sounds like he is setting the stage for a BLA delay. But I agree with him that we are too focused on the BLA submission. I want it done, but we all want it done right.
And, as I've said before. The BTD (if it happens) is a much bigger deal. 100b a year? Seems fantastical, but I love it!