ROW Rights

When JP dropped a huge hint towards the end of a webinar a few months ago that it might make sense to leave ROW rights until after the FDA decision on trofinetide, many of us, myself included, believed it was because ROW rights would be far more valuable with the tick of approval from the FDA.

Now I'm not so sure that was the main reason.

NEU would have a preference on what might happen over the next 6 months, based around whether they are prepared to consider a genuine t/o offer.

If that is their preferred position (and I believe it is), then announcing any ROW deals is only going to muddy those waters, possibly significantly.

NEU has had 2 years to process ROW offers, since they knocked back Adacia's offer, so you would believe them to be in a position right now, to do some deals (or maybe one big one).

If we get through the next 4 weeks (for example) with no ROW offers, then (to me) that means a t/o is the preference.

If ROW are forthcoming in the near future, that could indicate that NEU is positioning itself for the long haul. Somehow, I can't see that happening. After-all, they are really only a minnow as far as biotech companies go and the ramp up to be able to take the current 4 phase 2 trials into phase 3 would be monumental.

I just don't see that happening - a t/o being on the cards (to me) is a near certainty.