....hoping we get a Bavi deal for NSCLC right before Phase 2b data is out...
IMO the OS number for the front-line NSCLC trial should be triggered at any time. If it's good, should they try to seal a "very good" deal now or gamble and wait for an even better deal after seeing the unblinded data?
I do think it is much trickier to partner Bavi and/or Cotara. Cotara because of the nature of the brain trial. Bavi because it is such an expansive platform, how do you control it if you partner or sell off one indication. If you partner the whole enchilada then how do you value it. Most of the other deals I have seen are for drugs that seem to have only one indication (ie HepC).
On the other hand, Regional for Bavi is probably the way to go since there are definite boundaries. For Cotara, hopefully the uniqueness of the type of trial is about to be eliminated.
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