RE:RE:RE:RE:Denali Hunter Data"I wouldn't be too quick to discount Denali, prophetofphax. They're the company worth USD $3.4 billion today. Bioasis is worth CDN $12.3 million today."
Chiesi has 2.42 billion euros in annual revenue.
"So, who gets Bioasis's Hunter xB3-LSD drug? Does it already belong to Chiesi? I don't know but that wouldn't surprise me, given the secrecy and obliqueness of Bioasis's documentation and filings."
BTI only licensed Chiesi four xB3 opportunities early. If Chiesi does bring the strategic Fabry across the developmental/regulatory goal line and is seen as having the emerging standard of care in the billion dollar Fabry market BTI will likely enter a broader strategic alliance with Chiesi covering the rest of the LSD opportunity. Together they will have a consolidated and strategic xB3 portfolio to shop to the market. By watching Denali prove up the value of brain delivery, and developing its own LSD opportunities BTI can add value prior to the next deal with Chiesi. By only partnering four LSD assets to Chiesi ealrly BTI isn't fully committed to Chiesi in the case Faby fails. Brain delivery of LSDs and the development of xB3 for LSDs, and the status of Chiesi as a strategic player in the market will be better known by the time a full partnerhip is signed between BTI and Chiesi.