News Focus
News Focus
icon url

baltimorebullet

12/06/24 9:19 AM

#476119 RE: Kentucky123 #476118

That's the real wild card here.
Bullish
Bullish
icon url

Hoskuld

12/06/24 9:37 AM

#476120 RE: Kentucky123 #476118

Hi Kentucky. I don't think a partnership will come anytime soon - but it would create value of course if it were to happen.

Edit: partnerships are hard to predict and really difficult to form before there is something tangible to partner around. Even when there IS something tangible it is difficult. Anavex is, IMO, not at a stage where partnering would happen. There is plenty of time for this: it will take 13 months to approve and a partner can wait because subsequently each EU country has to approve reimbursement terms. It all takes time.

But, even when the risk is wrung out, partnerships can be hard to strike. Take VRNA which is at the start of a historically successful pulmonary launch: it wants an EU partner but no partner is stepping up. Their drug would sell $5b in the EU alone, I think, but GSK and AZ and others are (apparently) not engaging. Partnering is hard.
icon url

tredenwater2

12/06/24 9:44 AM

#476123 RE: Kentucky123 #476118

The announcement will come out of thin air and when least expected imo.
icon url

Bourbon_on_my_cornflakes

12/06/24 10:45 AM

#476134 RE: Kentucky123 #476118

Add Partnership.



No partnership until there is a approval.
Big pharma buys product, not hope and wishes.
icon url

sab63090

12/06/24 12:46 PM

#476152 RE: Kentucky123 #476118

Kentucky
That is spot on!

Especially since Missling said he "can't do it alone"

BTW, your target based on the BB @ $7.45 looks like you hit at least a run to 2nd base...catching up