It was interesting to read some of the old quotes from previous PR's and Articles where MGMT was interviewed over this past weekend! Thank you for all that reminded me of so many quotes of the company mentioning meetings with BP and details on strategy. It somewhat put things into a strange perspective for me though - one that you can kind of now look back and see things that you once did not and it somewhat paints a pretty picture moving forward.
I personally would not like to be in MGMT's shoes right now. There are just too many ways they can move forward and I am hoping they make the correct choice for the long run. I do have full confidence they will, but I can only imagine how difficult this could be. The scenarios could be endless because Brilacidin is such a unique drug with just too many possible indications in it's back pocket. We could have an enormous market lighting deal in the upcoming days with some huge milestones if a single BP wants to take the reigns of B all together and does not want to share indications with others.
If B-OM proves to be anywhere around 60%-80% preventative over a 30% placebo we will see a nice deal IMO. If they mark the 80% we could see a huge deal since we would run the show and every HN patient would take B-OM for prevention.
What then for B-UP/UC? It's the same properties and will further show proof of B's magical efficacy. Will the BP want to allow some other BP to step in on BD indications (btw we could see Crohns etc...) $$$$$
What about the B-Absssi that is already just chilling and waiting for a phase 3 as discussed all weekend? That is low hanging fruit.
Move to the derma options with B - eczema, HS, acne!!! $$$$
It is just so overwhelming to think about and what does MGMT want to do? Ride in to the sunset and let BP take the reigns on many items or do they want to license out each indication and have multiple partners on B?
It will be interesting to see, but after reading all weekend the past comments on partners and putting together on when the hired Dr. B is making me smile ear to ear right now........bc I think we are very very close to the turning point where this stock will reach 20's, 30's, 40's 50's easily and keep going over the years to come. JMO
Good luck all!
