I disagree. Partner with someone who knows how to develop 011 type of drug in multiple lines of breast cancer and potential other indications as both single agent and in combination rather than someone without much experience but with bigger upfront. CLDX can't develop 011 fully by itself. Smaller biotechs often don't want to admit this.
Pona development path in CML is much simpler. Rita development is much more complicated than pona. If they had a more experienced partner in oncology, rida might not be where it is now many years later. Look at the difference between NVS's Affinitor and all other mTOR candidates. I am not saying all other mTORs are the same. But to have a good drug candidate is important, a good and comprehensive development plan and execution is as important if not more so. Cabo is a good example.
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