I'd say a discount, but that depends on how early 'they' pull the trigger. The discount ends up being for risk - the more work we do to develop up (de-risk) different indications, the more expensive the drug becomes. What I like is that the more confirmatory / supportive data we get in different NDs, the more likely the effects we're seeing are robust and genuine. Before long, we end up being a 'platform in a drug' proposition, which sounds pretty good to me. And with the safety and tolerability profile we've seen to date, ease of administration and general lack of good treatment options across the board, expect good market penetration, too. My deal-estimation abacus ran out of beads a while back.
Cheers
Densy
NUZ Price at posting:
16.0¢ Sentiment: Buy Disclosure: Held
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