General Comments / Chat, page-5183

Great example of a buyout.

observations are Trodelvy was initially for BC indication. Well known understood by Pharma and all infrastructure, distribution channels and marketing in place already. They just roll out the new drug when approved so limited commercial risk.

The risk was in the science but they must have had confidence that it will go through FDA. In my view this could only be from previous BC trials and FDA approvals and based on that confidence was also high enough on the science / FDA Approval.

Zantrene, different situation. No other FTO approval drugs or Cardio protect limited and increases science / commercial risk. Even if clinical data supports Zantrenes efficacy, untested by FDA and commercial risk at backend is much higher risk?

how would the strategy play out?

1. AML trials underway with data expected 2022
2. Partner with Otsuka for AML P3, they have biobucks and expertise plus have shown interest with free inqovi.
3. Use 502b(2) pathway to accelerate approval.
4. Market off label for other indications supported by clinical data.
5. Fund trials for other indications and strike partnership and exit deals.

Think this reduces approval / commercialisation risk. Execution of the strategy will be the catalyst for SP increase then providing blue sky on final exit.

think I got it @Jdmoney