If Race doesn't do a licensing agreement for AML , what would you reckon their strategy would be @IndexInvestor @johndprent
The reason I ask is because @Davisite doesn't seem to be a fan of giving away a lot of the upside and it would be hard to expect BP to put in money for a drug that is still few months away from being clinic ready.
My guess is another SPP but with options thrown in . I am happy to support another SPP depends how attractive it will be for me as well as how detailed the strategy will be.
Why Analysts Believe RAC is “Highly Undervalued”, page-92
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