On this basis perhaps management suggesting ROW prior to FDA approval was premature, which I don’t think is the case.
Due diligence re the partners for sure, however the price tag is the obvious change, however it’s well known rare disease/orphan drugs attract high prices so price tag for Daybue shouldn’t be a surprise really, with pricing prior to FDA approval unknown and ROW region as suggested on HC likely to attract smaller price tag I feel this would have always been something that was to be confirmed after FDA approval in any licensing agreement.
I personally think we are in the final stages in relation to ROW deal, and from what’s best for business, patients & shareholders perspective would be best to tidy the ROW deal up by EOFY so they can move forward focused on 2591.
With results starting to come out from ph2 2591 as early as Q4 by years end they could be well in negotiations again!
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