James, I would think that if the combo results hint at something over-n-above existing clinical achievements to date, AZN would be eager to ink-a-deal prior to the start of 2017.....for a host of reasons. It just makes sense.
Before the Amgen deal, I knew something was brewing when I noticed a sentence from the revised slide deck that had been removed regarding seeking a collaboration to quickly advance NEO. I had even posted about the removal of that sentence and gave everyone a heads-up.....and I was right. We'll see if I am right about AZN stepping up to the plate before the end of the year. And, come to think of it, they might prob kno the direction of how the trial is progressing well before the rest of us....so, a deal could happen at any time along that timeline, again, if all the stars line up in our direction.
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The way I see the rest of the year going.
Now if all plays out we have potential for the following;
Phase 3 start
SITC abstract announcement.
EU approval - certainly possible as per presentation,
IND filing for NEO.
SITC - presentation for combo results
Canine vaccine approval.
All above could and I believe will occur over the next 3 1/2 months.
If all plays out as I believe most will and results will be positive, share price will be way above where it is now, and probably reason why Fidelity wanted in after Amgen deal.
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