RE:RE:And don't forget ...Correct - I agree that GUD is not working on anything outside Canada/LATAM at this time.
The opportunity will chase GUD rather than GUD chasing an opportunity in different regions ... should rights in Israel, Sub-saharan Africa and Russia ever play out. I know - forget Russia right now.
Endo wants to sell to debt holders and that would get them closer to the point of selling Paladin. If Purdue drama is any indication right now, could the government step in and do the same to Endo? Long and drawn out process - even Samira said that about Endo.
Then you have licensing other big drugs like EXELON.
Do you license or partner in the future? That depends. You'd think that partnering will eventually become a consideration. Partnering could reduce cash outlay while establishing a large influx of drug potential for our present regions. If we partnered with a Big Pharma, it could grow our ROW quickly - maybe a Big Pharma even taking a small ownership in the future, to seal a deal. That's where I always thought Goodman/Samira would take this thing.
EXELON could be a beautiful story to market with any Big Pharma and showcase where sales growth potential might be with GUD as a partner. That story may not be fully cooked but it's an option.
Many options. But it's safe to say nothing will be rushed IMO.