Acquisition seems really unlikely in the near-term. VB1xx, VB2x/VB7xx, and VB6xx are all high-potential drug candidates. Selling the company while most of these are still early-stage assets means VBLT potentially leaves (tens of) billions on the table.
Acquisition may be unlikely in the long-term. If VB-111 Ph3 rGBM is approved, they will likely grow very quickly. Waiting to see the potential of all three could make VBLT's value to cost prohibitive for an acquisition.
But as I said before, just look at Dror's previous comments regarding acquisition and commercialization strategy. Here are excerpts from an interview he gave in Sept 2016. One thing that I like about Dror is that he does not often mislead with his words. (http://marketexclusive.com/vbl-therapeutics-ceo-tells-us-about-their-revolutionary-approach-to-cure-cancer-vascular-biogenics-ltd-nasdaq-vblt/32483/)
Q: Tell us a little about the market and the market opportunity?
"... These represent only the tip of the iceberg for a potentially broad range of solid tumors, applicable to millions of patients worldwide. If approved, VB-111 has the potential of becoming a blockbuster drug."
Q: What geographic markets are you focusing on currently?
Our current clinical activity is in the US, Canada and Israel, but we intend to develop VB-111 globally, in collaboration with strategic partners.
Q: What markets will you focus on in the near future and what is your plan to penetrate these markets?
Following US approval, we intend to collaborate with strategic partners and/or local distributers to commercialize VB-111 globally.
Q: What makes your pipeline stand out?
... VB-111 itself has a pipeline-in-a-product potential, as a shelf product applicable for multiple solid tumor indications.
Recent VBLT News
- Form 8-K - Current report • Edgar (US Regulatory) • 05/06/2024 08:30:44 PM
- Form S-8 - Securities to be offered to employees in employee benefit plans • Edgar (US Regulatory) • 04/19/2024 08:56:08 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 04/12/2024 12:44:49 PM
- Form 10-K - Annual report [Section 13 and 15(d), not S-K Item 405] • Edgar (US Regulatory) • 04/11/2024 09:00:40 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 04/09/2024 09:20:13 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 04/08/2024 04:15:14 PM
- Form NT 10-K - Notification of inability to timely file Form 10-K 405, 10-K, 10-KSB 405, 10-KSB, 10-KT, or 10-KT405 • Edgar (US Regulatory) • 04/01/2024 08:30:38 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 03/25/2024 01:00:14 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 02/22/2024 01:15:22 PM
- Form DEF 14A - Other definitive proxy statements • Edgar (US Regulatory) • 02/16/2024 02:00:13 PM
- Form PRE 14A - Other preliminary proxy statements • Edgar (US Regulatory) • 02/05/2024 10:00:08 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 02/02/2024 09:05:36 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 01/26/2024 04:05:45 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 01/26/2024 04:05:20 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 01/26/2024 04:04:43 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 01/26/2024 04:04:24 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 01/26/2024 04:02:17 PM
- Form SC 13G/A - Statement of acquisition of beneficial ownership by individuals: [Amend] • Edgar (US Regulatory) • 01/11/2024 10:22:04 PM
- Form RW - Registration Withdrawal Request • Edgar (US Regulatory) • 01/08/2024 09:21:10 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 01/03/2024 10:00:38 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 01/02/2024 10:00:22 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 12/28/2023 10:00:21 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 12/26/2023 10:00:09 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 12/18/2023 01:15:18 PM
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