At a guess the company will not get too far ahead of itself on other potential applications such as alzheimers while they are so close with GBM.
We know that they are already in discussion with the FDA, that they are doing the preparatory work for an NDA, and that they are working on commercialising the drug. Meanwhile, at least one other (Dana Faber) has already come to them to trial the drug for another application.
I suggest that they are doing nothing that could blow up the NDA because as soon there is a decent set of data from GBM Agile the "GO" button on the NDA will be pushed.
Probably not this year, but in my view, very likely by the end of 2H next year.
Once we have approval, assuming the data is acceptable to the FDA, then we become an extremely attractive partner for other applications.
That is, JG can cut better deals.
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