RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:Additional thoughts on the ATMI hope such a scenario plays out as it is all positive stuff. I have no problem with the company raising money in a sensible way for sensible projects. A growing company financing its growth sensibly is a very attractive proposition and will attract investors. What you have both described is all very sensible assuming the terms are good on both the partnership and any associated stock sale via the ATM.
jeffm34 wrote: the ATM may be an indication of what type of partnership deal they are looking for in NASH and possibly how far along they may be in discussions with potential partners.
jfm1330 wrote: Finally, somebody comes with a good hypothesis. Good results in oncology, advanced partnership negociations on NASH, stock price goes up, They are able to get their 50 M$ and finance their part of the phase III. Also, good results in oncology could means FDA allowing for a really fast track to approval, but it will cost more than expected to do that due to doing a larger sized trial sooner than expected. Add to that all the perepherical stuff related to oncology, preclinical work on new PDCs, diagnostic tool, maybe they would wake up to imaging and the radioisotopes possibility.
jeffm34 wrote: If TH does find a partner for NASH they will still likely have to fund a portion of the phase 3 trial with the partner funding some as well. I'm guessing $50M would be sufficient to fund TH's portion of development.