I’d agree partnering makes lot of sense, many of us hold concerns about this company’s competence in running future international large phase 3 trials and managing regulatory pathways by themselves. But who would that partner be? Not sure many that play in this space - Varian? Boston scientific? Any others? The real worry would be if OSL has already put the feelers out and got no interest or the big device players saw no value in the device at this point. Full reimbursement by national health bodies is long way off imo without data showing a clear device benefit via RCT. Reality is they’re stuck with selling a small pilot study to oncologists for a long time yet until they can generate more trial data which still looks some way off.
OSL Price at posting:
11.5¢ Sentiment: Hold Disclosure: Held
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