News Focus
News Focus
icon url

baltimorebullet

11/17/25 7:09 AM

#508577 RE: hnbadger1 #508573

Maybe we need to reframe our expectations.
Our science is cutting edge and importantly, as falconer has pointed out, it's in the history books.

We're a wonderful buyout candidate.
I've lost count of the number of stupid acquisitions large companies in all industries have made in my lifetime.
That someone wouldn't take a shot at a daily AZ pill makes little sense to me.

Same goes for a partner.
It would so cool to go it alone, but partnering is a recognized path to shareholders value.
I don't have any problem with a so-so deal for A2-73 if it fuels the A3-71 train.
A Japanese partner intrigues me that way.

We could run that last Rett pediatric trial (with minimal dilution?) which would keep us in the game for years although that pushes everything else out in time.

We know almost nothing about the schizophrenia trial results but it's a big market and a possible wild card for us.

A3-71 really intrigues me. What if it's better than A2-73?
How would a company deal with the decision of which horse to ride and how hard?

My best guess is we go through the EMA process, dragging our feet as usual in regard to doing anything else.
icon url

Doc328

11/17/25 7:15 AM

#508580 RE: hnbadger1 #508573

Once the MAA was accepted, The clock ticked on by the standard EMA rules. The decision to continue or withdraw was not up to CHMP but AVXL
icon url

dj19

11/17/25 8:10 AM

#508588 RE: hnbadger1 #508573

Sounds like money talks to me