yes so this was from dungiven way back on 29 nov 2022...32 months ago...after an agm.....
Circa 30 NDA's have been signed by organisations privy to the dataroom
PAR are instigating a time limit on due diligence for potential partners. The idea is that all potential partners will have to show their interest by a certain point or presumably be cut out of the running. PR said that this was to create "competitive tension", but it sounds like they are keen to move things along.
Going with MPS first is a strategy decision because of the potentially high price-point which could be charged for the therapeutic. This could influence pricing for future indications (I wasn't listening very closely here so others can add colour to this).
Plexus and Angel Pond (for China only) have been retained to catalyse the search for perfect partners, and open doors at the upper levels of Big Pharma. Good track record apparently.
Paul also threw in some anecdotal feedback from potential partners who they have already had early-stage discussions with who have apparently been excited and impressed by our results (008 included) asking "where have you been all this time". PR continues to come across as uber-confident that the product will see success. We've heard this anecdotal stuff before, of course, but Paul - despite looking quite at ease at all times - was sort of on the defensive a little bit today due to the question marks around Marco / him jumping back into the MD role.
seems to me that paul's timeline is totally out of whack.....we should be way beyond where we are now given his prediction at said date....
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