Some thoughts:
I think that Acadia would probably like to control this IP, but could possibly have an incentive to drag out any clinical trials, so that they could possibly use this in combination with Daybue when their patent or sole marketing rights are near the end. They would be able to hit the accelerator if any other CBD oil related pharma trials looked like commencing.
There could be some slight difference in motivation for Neuren to grab this. They would have greater clarity of its value to Acadia, and maybe gain some negotiating power.
For other parties there is lower profitability, and a longer timeframe to market, as they would need to market to Rett patients with only one drug. Acadia can already tap into the market easily.
I think that if either Acadia or Neuren want to option this, they should be charged a lot, assuming they will probably want to drag their feet once they control the IP. I think it would be a good situation to create some urgency for Acadia and or Neuren somehow. I think I have some cheeky ideas as to how to do that. It would be a massive mistake to be open with them about what is going on with other parties or plans. They have been very careful with patient data, in a way that suits them. NTI management needs to think strategically and use game theory, and be tough bastards.
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Some thoughts: I think that Acadia would probably like to...
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