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Re: Poor Man - post# 556728

Thursday, 01/05/2023 11:04:33 AM

Thursday, January 05, 2023 11:04:33 AM

Post# of 822581

We’ll have to agree to disagree on that point. BP comes in at all stages — I believe something like 90% of BP deals are pre phase 3.

normally yes, but given the unusual way they have conducted the trial and changed the SAP (which has all been all legit dont get me wrong). I suspect BP want certainly with at least one RA approval. Immu + RWE...
Then there is the uncertainty of the MIA for BP. You can hardly compare the GBM trial with any other biotech.

Uncertainty can be addressed with milestone payments and such. I tend to believe the ball is in LP’s court to make or not to make a deal. In some sense she’s already alluded to that.

after MAA UK 100% as I said she would be out of her mind not to
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