Bell Potter estimates a licencing deal 1Q 2018. A licencing deal has been the communicated strategy for a long time. Going alone to P3 would be a deviation to the plan IMO, and certainly doesn't fit with the stated aim of best speed to market.
At the end of P3 they still need a deal. There is no way they could manufacture at scale and have the marketing and supply chain structure to sell to market without Big Pharma.
I can't see why they wouldn't do a deal now. Managing the upfront payment and milestone payments manages risk on both sides. If they can't get the price they want - you would have to wonder why not.
I'm invested on the expectation of a deal before P3 and out if they go it alone.
Reasons for consideration, page-20
-
- There are more pages in this discussion • 82 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Add NEU (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
$15.60 |
Change
-0.340(2.13%) |
Mkt cap ! $1.993B | |||
| Open | High | Low | Value | Volume |
| $16.25 | $16.32 | $15.55 | $9.440M | 595.2K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 4 | 3197 | $15.60 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $15.68 | 1852 | 1 |
View Market Depth
| Last trade - 16.10pm 14/08/2024 (20 minute delay) ? |
| NEU (ASX) Chart |