An interesting pivot point for AVR. The value of AVR product and the potential for other med tech products makes its own case and is largely derisked. the challenge is the capital structure and the sell/partner/go alone debate is becoming more relevant given costs and also time before others seek rival options. Neuren has been mentioned in other AVR threads and looking at their partnership with Acadia does offer some insight into how a partnership can help take in their case a drug forward and reduce risk in the process. In NEU case they are now cash positive from their first drug and developing other options from a strong cash position. This approach might be beneficial for AVR.
AVR seems to be drifting from a capital strategy perspective while the technology advances and Wayne has it seems suggested we will have news this Q1.
Selling feels like a sugar hit given there is a pipeline open to AVR with VIV and going alone is prohibitive so a suitable partnership could help accelerate the products, achieve the pipeline that is in ADAPT and lift the SP significantly.
All IMO of course and interesting to see where they go.
AVR Price at posting:
$17.25 Sentiment: Hold Disclosure: Held
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