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Re: thermo post# 584995

Thursday, 04/13/2023 5:25:38 PM

Thursday, April 13, 2023 5:25:38 PM

Post# of 701105
thermo,

Change in governance I expect won’t come cheap as all the groundwork has been put in place for rapid expansion. Based on what Linda has said, NWBO has planned to take care of GBM themselves to build value before any selling. Partnering as of now would be with other indications with L until noted otherwise by management and there is no way she just hands over Direct without a very heavy front end premium or high co-development percentage. Just too valuable of an asset with closed automated manufacturing already in place, ready to be replicated and just waiting for approval after a shortened trial due to massively obvious efficacy as a tissue agnostic treatment.
Personally speaking I like the idea of a big financial backer with technical expertise like Maverick_1 is talking about. This would elevate value and Charles River Labs is no rookie or slouch CDMO to work with in that direction either. There will also be no lack of talent willing to move from big pharma into a conglomerate of specialty groups working together to provide research and support services. Linda Powers already has some of the best connections worldwide to cutting edge research and a development unit is not hard to imagine under the auspices of someone like Roger Perlmutter or partnership with Regeneron. Lots of really good possibilities along with the more seamless but likely more dilutive buyout option at some point. Lots of fun things to think about. Best wishes.
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