If the deal is between ATH / the fund / PFE / Novartis / other antibiotic producers it will be quite complex. Everybody but perhaps not the fund wants money. The fund targets to solve the huge epidemy. Antibiotic producers may compete with each other (??).
Looks to me that ATH must be the producer of PBT2 and it will sell it to various antibiotic producers (???). The fund will perhaps not support ATH but the antibiotic producers to do the needed pharmacokinetic studies.
ATH is very small but it has PBT2 and its patent is strong and still protected with new 150 zinc chelator patent applications. I am optimistic, PBT2 helps the fund to get something done and quickly. I imagine also, that if PBT2 will be licensed to many companies, the sales of PBT2 will grow very rapidly. The market is $ 8 B.
Let us hope ATH is now in these negotiations because the rumors are still weak.
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