Reading what has been in announcements lately there are very clear indications that PET CARE MAJOR (not a pharma) is the likely party and they are commercially keen.
indicators:
- advanced discussion
- additional site in USA …. Pet care major? Me think, yes.
- wanting to get to 10 dogs in USA but only recruiting from May?? Suggests dogs will be in Ph3 because (see next point)
- complete phase 2 in mid year.
Like any deal, this can take time to nut out as to if they want ownership or licence.
I would also make a fairly safe assumption that they don’t care to be in the game for human uses as their gig is vet across USA (only)
So if they fully own the vet use solution, they could then look for others around the globe and make agreements for use outside of the USA, but maybe they don’t want that baggage and so potentially USA licensing is all they want.
Elanco is completely out of the picture IMO and by the time this becomes commercially available their IP will have expired.
They could be back in the game if they bring a big cheque but I don’t think they are the front runner.
food for thought
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