Platform BenefitsThe Helsinn deal shows two powerful benefits of the GUD platform (and acquisition strategy):
- GUD won the deal partly because of its footprint (according to Samira). Instead of making deals for each of the markets with different companies, GUD provided an efficient solution to reach all the markets with one agreement.
- The drug is an excellent fit to GUD's portfolio since it requires just about no additional investments (aside from some possible increases in headcount) but due to ongoing sales efforts by the previous licensee, immediately increases sales. GUD may be able to increase the sales even more. Sounds like the kind of low risk / potentially rewarding deal that we can expect from GUD.
I believe we can expect to see more of these types of deals in the future -- hopefully many of them. Deals where the other party values being able to access a larger part of LATAM (and even Canada) at once, where the drug is an excellent fit to GUD's portfolio, and in general, where GUD takes relatively little risk while potentially getting meaningful rewards.