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Gator328

08/05/22 11:42 AM

#369206 RE: too simple #369201

Partnering would make it more difficult to attack Anavex. It’s easy to go after a small fish in a big pond. If Anavex partners with a larger company, it discredits those who try to distort the data for their own benefit.

All that aside, it’s important to at least begrudgingly accept the possibility that Anavex won’t succeed and Adam Feuerstein and his cohort will get bragging rights. Nobody knows how this investment will play out until the FDA makes a decision. And my guess is that most partners aren’t going to show any serious interest with a serious offer until there’s a guarantee they’re buying a drug that is allowed to be sold in the United States. Partnering for $1B+ and then seeing Blarcamesine not approved is a one way ticket to the unemployment line for a BP CEO.

Investor2014

08/05/22 12:14 PM

#369214 RE: too simple #369201

The biggest challenge for small biotechs commercialising a drug is in getting all the payers, especially in countries that do not have central for common good healtcare system, to accept and support the drug in a timely and effective manner.

This is what a BP's network and org is good at and why the big indications needs a partner. It would take far too long and too much investment to go that alone.