Paul Rennie interviewed on Marcus Today Podcast., page-24

Dungiven and Denial, both excellent points you guys raise.

Dungiven - Cant agree with you more, the general jargon is very off putting to many, start reading any of the science particulalry in the details of the prior peer reviews and it can be off-putting for most analysts, specially the ones that aren't focused on Bio generally. Add in the fact that there are a number of potential solutions and companies and they don't know who to believe so they just wait for further progress and more data and others to move first. I have a feeling many are indeed waiting for 6 month 008 and then what eventuates from the discussions with the authorities. Many will hear about our story for the first time at OARSI.

I will certainly be absorbing any sense of how the crowd reacts and what questions they ask to get a better sense of this on the floor. Initially I always maintained (mainly to myself!) the main reason I'm going was to better understand all that is OA, the latest and greatest. Now I have as much of a mandate to learn about how we are perceived and even spread the word a bit to whoever I grab and get an understanding if at all the bigger parties (think Analysts/BP experts in the field etc) have any hurdles they see and/or what milestones they want to see checked off before they bid!




Denial - Also agree with you. I always initially thought that an early deal is the goal. How completely wrong I was. Just imagine what a travesty it would've been if we had singed up for say a $1 B milestone deal with a 12% Royalty a number of years ago.

In light of the data to come, (spec personal thoughts) we are miles above this.

Miles.

A first in the world DMOAD in a disease that as NO solutions and coupled with the safety profile...now then add all the other indications in.


Mate, yes regional deal will be good, it will add confidence and certainty and again put many more new eyes on us, as you say, instigation of FOMO...but, its the Global deal that we wait for, patiently. After more data, this deal should, must, include some provision for safely and efficaciously addressing pain and inflammation...





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