Not sure who you’re replying to because I must have them on ignore.
We might be high risk for a licensing deal at this stage but we’re not high risk for success in the current pivotal trial.
The partner that we’re looking to attract will be a US$200B plus big pharma (BP) and not a US$2B small cap like the one that has partnered with Dimerix. That’s the real difference. BP will need to see more convincing data before committing. If we have success with our final readout for XanaMIA then you can guarantee we’ll be in a much better position than Dimerix ever was to land a deal. And it will blow all of theirs out of the water.
Anyone who thinks that we’re in a position to land a partner right now is clueless. And I can take a good guess who this clueless muppet is that you’ve replied to.
Off topic for ACW holders - but well done with Dimerix though
@Eqz. Amicus aren’t exactly BP but it was a fantastic deal that Nina locked in. Given the low market cap for Amicus and the fact that they keep around 80% royalties with a forecast of US$2B in sales, it’s almost worth looking at them as an investment with similar upside to Dimerix but without the downside risk that Dimerix faces with the August interim results. If DXB keep running hard and Amicus settle back down then I’m seriously thinking about switching over.
All the best. And say g’day to o-v-f. Would be good to see her posting again.
Cheers…
(20min delay)