Would we have enough money to progress everything?
If $100m is the cost of running a trial, based on updated comments from JP, then maybe it's not beyond the realms of possibility.
We have enough money for 2 indications now and with further royalties and possible milestones from Daybue, alongside a share of the PRV, we are well placed to take a 3rd to market, by the time that materialises.
The challenge with that approach (as I see it) is the infrastructure to manufacture at scale and distribute the drug. That being said, it might be the case that it is easier to distribute for an orphan indication than for something like a pain medication which requires a considerable salesforce to convince physicians to prescribe it. This is different, especially for PMS and PHS, where there are no real competitors on the horizon and there are target and supportive advocacy groups.
Not saying that it is my preference, just thinking through the possibility.
Side effect of this approach is a significant re-valuation for Neuren as well, if we were to go down this route as opposed to a sale.
Interesting times.
Would we have enough money to progress everything? If $100m is...
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