My question to the forum is what do people genuinely think is in the best interest of the company and its shareholders? Given that Daybue approval still relatively recent and 2591 is (hopefully) on track for late 2023 readout, it is a fascinating position to be in.
Some possible options:
1. License ROW and all of 2591 if successful?
2. ROW trof license and go it alone for full development of 2591 in 1 to 2 indications and license the others.
3. Sell the company.
4. Merger with a pharmaceutical company with production and distribution capabilities for synergy.
5 Any other ideas?
Re 2: I was thinking about the amount of staff, manufacturing and distribution infrastructure that would be required for 2591 - particularly if Acadia is anything to go by. Also managing the US market penetration challenge as an outside company vs internal. Potentially huge reward but far more complex than the lean operation that they have now.
To me the value of 2591 is so immense, however, surely there is a premium for harnessing the ability to execute the rollout.
Btw I don't have a firm view on any option but waiting keenly for the P2 results. Hope you don't mind me thinking out loud.
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