Quote:But don't forget there's no embargo on talking to other pharmas. Just because we don't know doesn't mean pitching and negotiating aren't happening. It's just behind closed doors.
This is true, but who’s to say we won’t have to raise more funds before the big January unveiling? It’s one thing to say “the share price doesn’t matter” at the moment, but if we have to fill the coffers again before a partner or BO, the sp matters enormously.
So yeah, we don’t know what’s going on behind closed doors, but I’d skip October if there’s an embargo and share data in PRs right up until the embargo kicks in for January.
(All that with the caveat that I’m a writer, not a biotech CEO. I just think it’s an interesting debate.)