BD, I have always found your post very detailed and informative.....thank you for the great reads since I began creeping on this board.
I concur with everything you stated. I don't want to recreate the discussion from over the weekend, but your first paragraph brings up that point......
1) How difficult would it be to establish a marketing and sales force to bring the products to market? I am not educated in this process, but the general consensus was that it is expensive and not easy.
2) Does the expensive and difficult part make this more likely that they could possibly establish a BP for only the HIV portion to get our balance sheet more healthy and then potentially try to go at the cancer segment alone and receive the full revenue potential for their cancer and future products (assuming future successful products)?
Longer term (once the balance sheet concerns are in the rear-view mirror) would it make sense to do this? I am sincerely asking as it seems the future product potential could continue expanding. Or is this unlikely for a single drug pharma company to even entertain? The reason this is important is partly to determine the best BP...HIV vs HIV, cancer, etc.
In response to some of your other points, I agree that they will likely be able to bring any future products to market much sooner due to the safety profile established. RP was very clear about this (I beleive the NC15 presentation) about making sure they take their time and get it right the first time instead of trying to rush the process. I could be wrong, but I thought one of the recent slides or interviews showed potential TNBC revenue in 2020.
SJ
