@Akki
Yes the NEU deal was US$10m upfront only… but Acadia was also funding the approve-able trial (P3) which cost between US$100m and $200m.. so add that on!! ANP has already self funded the approve-able trial so the metrics could be very different.
I do agree that the Sarepta/Roche deal is a pipe dream at this stage but I have an inkling that a juicy ball tickler may be sooner than we all think.
The other differences with the NEU deal is the global pharma landscape today is like the Aussie property market.. a lack of supply and plenty of cashed up buyers looking to fill their patent cliffs. An unmeasurable situation but if you ever participated in the pre GFC coal seam gas boom or pre GFC iron ore boom, the most interesting deals happened due to Macro factors alone. Short term value and cash balances counted for very little. It was a land grab!
We will see over the next 12 months how hungry the pharmas are for some high margin L/T cashflow! !!!
@AkkiYes the NEU deal was US$10m upfront only… but Acadia was...
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