partner imminent

so, the last hiv drug licensed to a partner was Festinavir to BMS in Dec 2010...
Festinavir is a very similar and complimentary drug to ATC

interesting time frame for licensing Festinavir by BMS
note the dates below...
new data announced 13 Sept
that presumably forms the basis for a deal...
deal announced 20 Dec
I make that about 3 months!

AVX announces FDA outcome 28 March
and partners about 3 months later
June-July 2011

Festinavir, a risky early stage drug with saftey concerns = $300M
ATC a safe as houses, short and cheap to market drug with an additional $100M spent on it = $500M
share price = ?, dare I say 'priceless'

gltu

New NRTI Festinavir Exhibits Good Anti-HIV Activity and Safety in Phase 1b/2a Study
13th of September 2010

Bristol-Myers Squibb, Oncolys complete license agreement for festinavir
20th of December 2010