It was a pretty rushed presentation. In fact I believe NP said RP would mention or update on the prostagene negotiations and he never mentioned anything. Mostly stuck to the science. I found the short q & a entertaining. It's worth a listen,only ~20 minutes total. I think NP revealed a little more history behind cydy and Gilead. Which I found interesting.
I listened today for the first time and while nothing was wholesale new there was a lot of new “color” provided.
- emphasized more on how excited Samsung Bio is about the company. Samsung seems to truly believe this is a diamond in the rough.
- additional details on why finding a partner for Mono has been so difficult. NP asked GILD out right why they haven’t been more aggressive. The response was basically that they are skeptical about a company trying to disrupt a very mature supply chain. I think GILD is willing to wait for the pivotal P3 to get underway before making any formal conversations of acquisition even if it means a higher price.
- more cryptic hints: NP mentioned he made a bet with their “banker” that the SP would be above $5 over the next couple months. Also, said MM did a valuation of his own on just combo and mono and got a valuation “well into the double digits”. This was the first time I’ve heard the firm provide insight into how much they think they are worth.
- multiple negations going on for potential commercialization partnerships they all include up front money.
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