@ReNova
RAC will need to come up with a sensible deal and that ain't easy. In some cases, it will be hard to distinguish benefits from cardio and FTO indications for cancers where patients get to benefit from both MoAs with a single dose. How do you split IP then? by each cancer sub-type, or even maybe based on the patient's individual profile and history?
So, it sounds like the simplest approach is to keep RAC's IP whole.
For example, by focusing on upfront payments to partner(s) rather then royalties, which could be either cash, or shares, or options. Another way to keep IP is to find a single partner for all indications/pillars.
The problem with cash, is RAC would need to find more cash.
The problem with shares, is partner(s) have to trust the company's other revenue streams rather than their own scope (must not be risk averse).
The problem with relying on a single partner is they may not have all the resources needed, and all eggs in the same basket for RAC.
Looking forward to DCB's commercial strategy.
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