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14/12/22
06:58
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Originally posted by illdrink2that:
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Sort of begs the question, why wouldn't you? Hey Cashtrain. The other thing I'm thinking is that when we FINALLY get to the phase 3 trial and MPL is offered as a combo with another standard of care drug the prognosis for OST improves even more. The vet gets to offer their tried and trusted treatment with a dose of free MPL on the side. I reckon this should really help with recruitment, which of course we'll need for the larger phase 3. We still need that BP or VM name behind us though with a fat cheque book and lots of clout. So IMO let's get this phase 2 done and dusted already, even if we don't get SD in 18 dogs surely VM wants to be able to sell their wares to pet patients for twice as long as they currently do? It's a combo treatment so they'll continue to sell their current drug with a extra fee for the MPL as well. AND for twice as long! A no brainer as far as I can see. VM are not daft so IMO RA and VM are currently now just haggling on price and VM are playing hardball knowing that we are short of cash and they certainly aren't.
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If there where any negotiations regarding "Terms or Price" then an ASX announcement would be required , just like the Elanco License had to be announced.. these are the regulations of a Publicly Listed Company. Discussions do not involve Terms or Price but Negotiations do...
Originally posted by Jockthegreat:
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You came up to speed with PAA in a short space of time. Not investment advice but i'd say you are safe not betting on a significant return here for another 12 months. The hope of a canine deal in the short term is just that...hope. All indications from PAA are that there is time yet to go. "Exploratory Discussions" = Tells me this is PAA tyre kicking for interest, not actual early negotiations. Meaning a deal is miles away. "Potential partners don't see the opportunity" = Our results are not impressing them. Houston we have a problem... "Phase 2 end targets don't actually matter" = We aren't getting what we hoped, so lets downplay it now in the hopes of warming the market to a failed Ph2b. Regardless the life extension is great but its not going to be received like that. Recruitment Rates - Abysmally slow. Why aren't these picking up? Are vets not that interested. What are PAA doing about it. Nada, just go with the flow and let another year drift by. Phase 3 - A prior announcement indicated they were going to skip finalising the bayesian approach (phase 2b) and go straight to phase 3 on advice from vets. Why didn't this happen? Another comment left to drift into the abyss without explanation. = Oops we got excited too early and actually found that Rogers tyre kicking produced no tangible interest...sorry boys but we are heading into completing the bayesian. So while it may result in a deal at some point my predictions are : - It won't occur until this time next year or early 2024. (timelines point to that) - It will be a significantly less impressive of a deal that some here are anticipating. (if partners aren't impressed by our results now, then why would they be after another 21 dogs with the same result? Sounds like it's not the blockbuster yet again.) - We will continue to be fed sweet FA and when we do it will be much of the same regurgitated claptrap we have heard for years. You know, Roger having discussions, excited by the opportunity, pharmas falling over themselves to get MPL, roger having more discussions) Again, NOT investment advice!
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You make a very solid point regarding recruitment numbers,, they have not picked up in speed, I am stunned that only 1 dog has been treated in the United States? Kim came on board in May 2021 , now December 2022,,,, May 2022 Texas Trial Opens,, 1 year later,, Looking forward to the K9 Update before Christmas ,, and I mean Christmas 2022....