ALL IMO
I like this arrangement with COH.
My observations:
- Saves time
RAC get access to all the FTO work COH have done and don't need to reinvent it, at a cost of time and money
- Less ambiguity
Any potential IP disputes (real or perceived) are resolved
- Market awareness
Gives Bisantrene an endorsement by one of the most respected research teams in the USA.
Will we see the reference to CS1 now disappear?
- Trust
IMO some of you have forgotten or overlooked that Dr T was working on this for 2 years or more.
It seems Dr T sees the conclusion of this agreement as is positive.
- SP History/impatience
It seems some are expecting an announcement like this to have an immediate market reaction.
If my memory serves me correctly, SP history will show the SP moved from sub 30c to $2 plus 3 weeks after any announcement. My observation is the biotech industry is full of professors and boffins and releases like this can take days or weeks to be absorbed, studied and valued.
- Costs of Agreement
IMO and cost of this agreement will be far outweighed by the value of FTO inhibition and time saved. Without this agreement, there may have been a risk for Bisantrene to be sold with no value attributed to FTO inhibition. i.e. Bisantrene's FTO inhibition value is now squarely on the menu. Before this agreement it was concept to be proven by someone and I believe we just saved a lot of time. As they say time costs money...
- Marketing/commercialisation
Hopefully the strategic update will flesh out the marketing/commercialisation strategy for Bisantrene.
I see the COH as being a necessary value add to this space.
We know Dr T refuses to comment in detail until this is released.
...and I don't know enough about how all this works in biotech space and look forward to being educated.
GLTAH
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- Ann: Race global agreement with City of Hope to access FTO IP
ALL IMOI like this arrangement with COH.My observations:- Saves...
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