Difference with ACR is that it was using a previously used drug that has been around for a long time and very well studied , but utilising a difference administration method so the chances of it succeeding were much higher than trof
The risk with partnering trof is phase 3 fail - we get stuff all
They would definitely reapply for BT - I look at the first application as a blind test to feel out FDA. They would have learnt a lot from that . Mistake was - they should have kept in house!!
At end of the day we can all speculate time will tell but none the less this is very exciting for all . Regardless we have 2 X positive p2 - that is worth a lot more then what we are siting at regardless of external market conditions
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