A question for those with a little bit more knowledge of NEU and Acadia.
Whoever gets the ROW licence for Trofenitide still has to submit the data/NDA equivalent to regulatory authorities around the world right?
So what is in NEUs best interest? Licence ROW ASAP to enable licence fees, the product to be approved in ROW territories, service to children and to bring in revenues sooner? Or alternatively wait until deeper into H2 this year after NDA submission/acceptance or next year after FDA approval? The later would enable a much bigger ROW $$$ deal because of lower to zero risk but on the flip side revenue/sales would lag 6-12 months if executed earlier.
Am I missing anything? What are peoples latest thoughts of when, with who and why for ROW?
Acadia - Catalysts Stacking, page-6
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