save the world syndrome, page-5

Try to rationalise things.

Big pharma number one priority is to chase deals in chronic areas. How many chronic drugs do we have? Not many.

No-one has struck a licensing deal with LANI, Permavir, DAS-181 or Favipiravir.... even though all these flu drugs are being funded by either BARDA, DARPA or NIH.

Also, no-one, particularly Big Ego Pharma, wants to deal on a part-owned drug that is LANI. But whats the rush anyway, we dont need to deal when we are fully funded (that applies to our competitors too).

Asthma is sexy area so BTA-798 should attract some attention. However, we didnt have Proof of Concept until a couple of months ago, and they only kicked off the licensing expression of interest process a month or so ago.

RSV should be attracting the king of RSV in Medimmune, esp after their big drug failed a year ago. After reading our patent applications, our current candidate is better than the candidate that Medimmune signed up to (at $112M upfront & milestones) back in 2005. This candidate is better. Medimmune must be sniffing around. The question is, do we need to deal now? I dont think we do unless its a fantastic offer.