Chance of concluding partnership for agvhd is higher. Other party- i assume would be MNK, which has its own problems to deal with, would feel more comfortable to collaborate with MSB for this potential product- which is consistent with it's strategy, almost de risked at least clinically and possess label expansion opportunity. However, MNK is very clever. They waited this long. They might wait until product is approved unless MSB has lined up other potential partners. Because, the acquisition they are making lately only have diluted their EPS. This would further add to that. Nonetheless, product candidate, as i mentioned above, is very well positioned to be approved. Question rise, will they focus on short term or long term?
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