@Denial Appreciate your post in the other thread. I've pulled it over here for a couple of questions if you don't mind? Interesting that you think a deal might land before the FDA clearance for Phase III. Is that just a gut feeling? I might have this wrong, but over the years you may have hinted that you are in contact with large shareholders (maybe you are one yourself, I won't presume anything) so is there an element of chatter going on about this possibility?
Maybe even more interesting is that you see the US as the likely source of deal/funding? Mozz's notes from AGM last year seem to show that the original strategy was clearly a regional deal first (China or South America), and keep the US deal on ice to try to maximise it's value later (up the value curve, as he put it). Maybe, with cash and time running out and no regional partner ready to jump, that's a luxury we can't afford anymore? In Mozz's notes (below) Paul was explicit that they hadn't been pushing as proactively in the US yet, as they had in China. He mentions that enquiries have been more inbound in nature, and that even though there had been a mid-tier pharma co with dataroom access regularly chasing them, they believed that there was probably more opportunity out there. Do we read between the lines and surmise that PAR have raised their level of proactivity in the US in CY24 (SW appointment etc), and that a US deal is now an immediate-term target?
You may just be musing, and if so, sorry for my flood of questions. Would be good to hear more about why you think the US is the likeliest source of funding now, as I recall you were quite hot on the possibility of a China deal for a while (Paul did mention at one point that DMOAD was the big attraction for Chinese partners, maybe that has fallen away somewhat if cold water has been poured on DM being incorporated into the trial protocol for 012?).
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