Hey Andy
You have been here a long time we both have
Cast your mind back Andy to the 1103 deal
It took 10 months from being advised of initial DD by potential pharma, to the Ann that the company doing that DD did not want to move forwards in a partnership with 1103, look at the value of that deal.
Then look at the figures being touted by management in the DMD space
These figures are huge in comparison
Look at the Roche Sarepta deal, how long do you think it took Roche to carry out DD before coughing up their $1bil upfront payment and look what happened there, you would not want to make the same mistake twice would you, lol
Time frame will be last minute one would imagine ref partnering prior and up to a point that ANP and the partner have no option but to disclose the partnership to move forwards
You know how these guys work by now
But the FDA is just an initial feedback so any pharma will have the time to still have input moving on from that point
but I believe talks are in place
ref the SP, you have seen my chart 16c could sit for a consolidation period maybe a couple of months where by we could hear on additional indications where I am hoping we are not just talking animal studies starting from scratch
Look at my chart Andy, like I said you could almost predict the next market move from that alone, but it's going to take time
Take comfort Andy that if we consolidate @16c we are consolidating way way above the old 3c days and consolidating into a massive move into the future
Just be patient mate we have been here long enough it will happen.
Cheers
Sam
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