Disaster? Hardly. Not for just the one indication. If avxl had gotten a deal where they received 28mm upfront (50mm total for the year); trial costs paid for; 200mm total cash; and royalties.
For the one MS indication.
Avxl would be trading at $6.00 right now and going higher.
Any big deal would be validation of the science. Once a BP signs on for any indication, the market's view of 273's effectiveness for all indications would climb dramatically. A big deal and we could be $10 by January.
LOve to see $100-200m up front, $500m total for MS. Wayne State data was independent scientific confirmation 273 works for remylination. C'mon Dr. Missling, get it done now for an early Christmas present.