RE:RE:RE:RE:RE:NASH deals are being done The move to general NASH was another essential part of opening things up to partnering. I don't think an HIV NASH indication would have appealed to anybody. It made some sense for thtx with their history. I'm not sure any of these niche aspects would have much appeal. I did wonder whether if the asset being sold with the US lipo revenue might appeal to some players but really for this to be viable the NASH opportunity has to stand on its own two feet.
I'm reading history backwards here or working with hindsight or whatever. The past 12 months I've been focused on the window closing on the ability for thtx to get their own Ph3 going. You could re-assess a lot of the things that happened in that time now as the company trying to open the window for a partnership (as the other window closed). Signal this a little earlier and you get a much more positive reaction.
Yesterday's share price move. Probably just as likely from sluggish sales as any of this NASH stuff???
jeffm34 wrote: There is no reason a potential partnership deal has to be limited just to NASH. I think they have to think bigger. Make the partnership for Tesamorelin. All indications included the deal. TH can hang onto HIV lipodystrophy in the US and Europe but everything other indication and territory is up for grabs.