You are absolutely right.
The real risk for Bisantrene is not in it's effectiveness for treating cancer, it's proving cardioprotection. Once that is confirmed, this is an extremely valuable asset. The heart tissue is significantly more predictable than cancerous tissue, so each successful patient more strongly suggests this effect will show in larger populations.
Only a fool would take an offer after successful P1ab when they know the real value comes at P2.
Speculative M&A Transaction Analysis, page-779
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