What is the next catalyst for DXB, well with P3 secondary readouts >35 weeks away it’s cleary licensing deals.
Given the dataroom chatter and multiple non-binding agreements I would anticipate something happens before the next readout. Allows the licensee holder to lock away potential upside of deal without the risk.
Thinking about it some more, given such low MC and advanced stage it’s probably a worthy takeover target.
If that does happen it would be unfortunate.
The previous deal added about 15c a US deal size ought to be bet more than double.
Is a PRV up for grabs with paediatric patients being accepted. Even if issued this could be tradeable at $100mn and still rely on accelerated approval.
Is there anything else that I am missing only looking at DXB-200 P3, what are the other programs doing?
Ann: Dimerix Successfully Passes Efficacy Interim Analysis, page-278
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