PAR paradigm biopharmaceuticals limited..

PAR and the Deal, what do we need?, page-8

  1. 256 Posts.
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    Thanks Mozzarc. It was really interesting for me to read how much BP is outsourcing R&D these days and just buying it in at a later stage.

    I am absolutely on board that we don't want to be taken out for $5 (or something offering a modest premium to current levels) and that we need to see this story play out more and hopefully see the value of the asset grow over time. I sent in a question to the webinar asking if PR wants the company to remain as an independent entity in the medium to long term as i do see this as a risk.

    I understand your point of global exclusivity but I wonder, given that PR has said global pharma want US/EU as a package, can the company do an Asian ex Japan, a Japan or a China deal to get some funding, to set the benchmark for other BP, to avoid a CR etc in the near / medium term. The ELI/PFE OA deal where there was an upfront of $1.8bn is very tantalising (which shows your $3 to $5bn numbers as not being outlandish) but I can't see this happening for a long time and the company is going to need some funds before then. This I think is the dilemma for the company, do a potentially sub optimal regional PD in 2022 vs a CR in 2022. This plus the management concerns raised on the other thread is why the share price i reckon will be stuck for a while.

    I am still a believer but I am now a frustrated believer.


 
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