I think the lack of material deal activity in 2023 is a flag for sure!
And that an upfront 30-50mill to secure first dibs seems like a sensible business development proposal by big PHARMA, even with a company not fully funded, without a definitive dose, without therapeutic duration data at phase 2b level. So where is the deal…. I get it…
My hopium is that with all that put to somewhat bed shortly (pending protocol review) we can get on with the opportunity at hand.
Perhaps we will be getting nervous come June 2024. I sense a deal will come.
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