if signing in the next three months the deal should be already drafted and final vetting. Haven’t seen a pre P1A geographical license even if there are some out there.
i think more likely based on timing of events:
- MOA of significance 2024, I would say blackout in June. - ‘Significance’ part relates to countering immunotherapy resistance, which is due to part of CPACS MOA pathway. - the continued blackout if for preclinicals to confirm PoC of immuno therapy resistance resentitisation. - Once preclinical completion that would only be commenced post blackout will be followed by patent and MOA release, so a while off. - if released earlier enough prior to Nov oppies may be in the money? - if not reliant on piggy back oppies in June 2026. - so if we have CPACS trial, and immunotherapy POC, another P1/P2 to be funded. - License after CPaCS which inherently validates the MOA and is used for immunotherapy synergy.
As Pete has said CPACS validation is the missing piece of the puzzle for the data pack.
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