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Re: SirCharChar post# 75177

Saturday, 09/16/2017 12:34:30 PM

Saturday, September 16, 2017 12:34:30 PM

Post# of 144814
I've been looking at the structure of some of these deals and they are very shrewd. Some might even say ruthless. Of course, you'd expect nothing less when you have top law firms crafting the deals.

But to address your question, it entirely depends on the terms so we could only accurately speculate IF and WHEN a deal is announced. That's a big IF and a big WHEN and that's why pre-clinical biotechs are so speculative.

Remember, in exchange for funding and invaluable guidance, these deals are set up specifically so the large firms can either outright acquire if all goes well or simply walk away from the partnership if the trial fails.

So it's absolutely imperative that the trials are flawlessly designed. KW has said many times that they have "one chance to get it right". That makes the most sense in the context of partnerships.

No idea about the price. But I do know to get top dollar you would (a) want the pancreatic cancer indication to go flawlessly as that would validate the proof of concept and mean CiaB could get accelerated approval for other chemo drug combinations for other indications and (b) have some movement on the diabetes side.

The market will dictate share price entirely on the potential. $PMCB's market cap is where it is because we are most advanced on one indication. If that indication is approved and it looks like we have a fast track to other indications, the value multiples quickly. Diabetes is just a massive market as well. If things go well there I would be very, very surprised to see PMCB remaining independent.

I don't like to speculate on share price honestly. The analysts who are good at that have access to expensive data and have sophisticated models at their fingertips. But I can say with 100% confidence if all goes well with the IND submission the price will go up. : )

Know What You Own. My posts should not be construed as investment advice.

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