".......... So if Monepantel continues on the same trajectory, could it be ready by 2027 ?................"
Howdy Peet. Interesting stuff thanks. You pose the question above and I am genuinely curious as to whether you see this as a likely timeline or just musing generally ? The Jan 23 4C informed us the Elanco composition of matter patentis set to expire in Nov 2024 ….. US Oct 25 “ Given the stage of development achieved already do you see PAA would still need additional time to get to commercial ready stage and if so how do you see they would fund that period ? Also note you reference Novartis, Sanofi and Biogen. Did you happen to also take a look at Elanco, Lilly and Novartis as they would seem to be the ones who would best know the PAA story thus far. Personal view is that PAA is actually very well set to be able to begin to commercialize the day it has free air in that it has (unusually) already developed a commercially ready product as well as having demonstrated (granted still early stage) commercial efficacy and marketable benefit for dogs and by end 24 one would think potentially close to MND, both of which it would seem could be manufactured internally and marketed through partnership. Perhaps a longer journey but viable none the less. Would certainly increase the degree of leverage in any negotiated proposed TO. Thoughts ?
PAA Price at posting:
8.8¢ Sentiment: Hold Disclosure: Held
(20min delay)