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Kentucky123

10/25/23 5:13 PM

#437012 RE: Gambit53 #437008

If BP were to get their hands on 3-71 before it is well known it would never see the light of day. JMHO
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crescentmotor

10/25/23 7:00 PM

#437024 RE: Gambit53 #437008

I always thought 3-71 was the key and I believe that’s absolutely the case now.



Yes. Can you imagine the strategy dynamics at play if Missling can get 3-71 through a successful Phase 2 trial? I think that would force all potential partners to move away from that scenario toward a buyout situation because they could not afford to take a chance on partnering with 2-73 and then upstart 3-71 comes along and puts 2-73 into a dustbin after a few short years. In this manner, Missling can put off a buyout until such time as he can get a fifthy rich price for the whole enchilada. The one, and it is a big one, challenge with this scenario is that it leaves Missling without a 2-73 partner with the in-place money and existing structure to commercialize 2-73 in ROW while moving 3-71 toward regulatory approval. I'm not sure I stated all that very clearly but the point is that we could really be looking at a very unique situation.