BLT 0.00% 2.6¢ benitec biopharma limited

$1b deal here were come, page-14

  1. 2,326 Posts.
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    maybe the environment / sentiment from big pharma has changed. or something has come into play for benitec that
    has enabled a change in strategy. i'm cool with flexible
    strategy if the cards are changing.

    say they do land a modest deal for a pre clinical that had some useful upfront, if that deal were with a big pharma, then i think the market will value benitec not just on that
    deal alone, but also provide some re-evaluation based on it's other prospects. i don't want to speculate how much that re-evaulation could be, but bigger players taking a first look at benitec's other prospective therapy areas will be in for quite a surprise...
 
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