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runncoach

05/07/19 8:37 AM

#10359 RE: Biostudent #10358

Why would you give away something (any indication) you can get for free (clinical trials run by respected institutions)? Who are you going to "give" it to? BP isn't interested in Fragile X, even if they understood the science. MS is very early. I'm not sure anyone would give good money for any indication until the synthetic is available in commercial quantities and no reason for us to go down that road until we get confirmation this summer. Not sure why someone else would jump the gun on something like that either. Would Wender give BP the same type of deal they give us? Would we feel comfortable if someone else cut in line on the synthetic until we know where we stand with the current trial? How many variables are we willing to introduce until we know if we have confirmation on AD?

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Whatsupp

05/07/19 8:45 AM

#10360 RE: Biostudent #10358

We have announced a partnership with Nemours on FragX, and are working with John Hopkins on MS. When you have partners things become more complicated usually drawing things out. That is also why you don't do BP deals until it's the right time and with the right partner.
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Antti

05/07/19 9:13 AM

#10362 RE: Biostudent #10358

You already got some nice replies so here's just few more comments.

The AD is where we have clinical data. And the AD is where we will get the first confirmation that the overall PKC epsilon hypothesis is correct. Once that's done the dominoes start falling.

But before that, there's not enough interest to partner other indication so that the company could get good enough deals. So there's no sense to do any deal since they have the resources to get this to the point where they are the ones calling all the shots.

It again boils down to the same thing. Even though we have great AD clinical data ALREADY, most don't know about it yet. And since the AD is the most valuable target and most progressed indication, if there aren't enough interest based on that, there definitively isn't enough interest to partner anything else either at this point.

The company has more than enough money to get past the biggest catalyst this company has ever had. So IMO it's not wise to make any deals before that has happened. Of course no-one should be all in here since there's obviously risks involved.