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Re: Gambit53 post# 437008

Wednesday, 10/25/2023 7:00:47 PM

Wednesday, October 25, 2023 7:00:47 PM

Post# of 517472

I always thought 3-71 was the key and I believe that’s absolutely the case now.



Yes. Can you imagine the strategy dynamics at play if Missling can get 3-71 through a successful Phase 2 trial? I think that would force all potential partners to move away from that scenario toward a buyout situation because they could not afford to take a chance on partnering with 2-73 and then upstart 3-71 comes along and puts 2-73 into a dustbin after a few short years. In this manner, Missling can put off a buyout until such time as he can get a fifthy rich price for the whole enchilada. The one, and it is a big one, challenge with this scenario is that it leaves Missling without a 2-73 partner with the in-place money and existing structure to commercialize 2-73 in ROW while moving 3-71 toward regulatory approval. I'm not sure I stated all that very clearly but the point is that we could really be looking at a very unique situation.
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