Feel the same way! I personally think we will see strong data but minimal plans on the business development front through the rest of the year.
As I said, financing post TLD will provide the best clue as to which direction the company is going. If the raise is fairly small (enough to squeeze through the RAs), a buyout is definitely coming post approvals. On the other hand, if they dilute quite a bit then that would indicate they don’t have an offer sheet (they like?) from any big pharma.
It would also be interesting to understand what sort of progress they have made on the regulatory front. A lot of folks here are expecting UK approvals soon. I believe they are still months away from any regulatory approval. The best scenario I expect is BLA acceptance news immediately following TLD+pub.
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