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Ann: Quarterly Activities/Appendix 4C Cash Flow Report, page-27

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Gofish1

909 Posts.

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02/11/21

09:03

Post #: 57247527
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Originally posted by rikki: ↑

Regarding a partner, it must be the right fit of course.

But I wonder how much is the right time playing into this… for years we have seen various charts with partner deals and when they happen - the ones that happen very early are generally in the hundreds of millions - the ones that happen right before or right after an FDA approval tend to be worth billions.

that’s obviously due to the de-risking of the investment but also due to pending returns - if we have an approval in hand whatever the price paid by a partner it starts paying back very very quickly (there’s no wait for 5-10 years of finalising trials).

that’s very attractive and should be underestimated.

i think these guys are very very strategic - the timing of a deal or deals will be magically perfect IMHO.

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Merck, who market temodar (Temozolomide) would have to be an interested candidate, since it is right in their turf.
Would they be the highest bidder is the question.

KZA Price at posting: $1.48 Sentiment: Hold Disclosure: Held
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