Option 1. Regional licensing deal.
This is something that is now being mentioned in every presentation. Pete made explicit comments regarding this strategy in the MST video, namely, it would be far better to wait for CPACS clinical validation before executing a licensing deal.
Option 2. New molecule licensing deal/outright sale.
We're expecting an update on new molecules in the next 6 months. We've heard naught on this program since it was launched a number of years ago.
I expect to see significant SP appreciation in anticipation of coming milestones.
Q. Bisantrene is not new. How can RAC monetise if it is out of patent?, page-87
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