Comparative analysis is speculative and not intended as advice.
Do your own research and analysis.
To summarise my general views.
The potential outcomes could be:
I think #1, #2, #3 are the most likely outcomes since that is the RAC strategy and we know the drug has a strong preclinical/clinical history as well as prior approval in France.
- Partnership as a stepping stone to a buyout
- Buyout
- Partnership/licensing
- Independent commercialisation of the drug.
- Failure of the drug to achieve a commercial outcome.
I would prefer an outcome that eventuates in a buyout. I think Zantrene & RACE has the potential to be somewhere in this band (totals for the purpose of an average sales estimate to buyout multiple):
My research of prior partnership transactions is below:
RACE: Marketing Blitz 2021-2022, page-55
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