Post by
bealert on May 03, 2023 1:17pm
RE: MWMan
Sorry, the press release reads: 10:00 AM EST, not 10:50.
My apologies as I get my spectacles checked out.
BeAlert
Comment by
MirrorWorldMan on May 03, 2023 9:46pm
It will be nice if the news feeds pick it up to circulate and it starts to circulate in Pharma management inboxes. Sirona should be setting up dinner appointments now with potential partners attending the meeting.
Comment by
Pandora on May 03, 2023 10:06pm
Presumably Abbvie has the inside track and we know how much we got out of their last deal!
Comment by
forhandlaren on May 04, 2023 2:39am
That's not true... We have no idea of how much the deal with Abbvie is worth including milestones and royalty. The only piece of information is the upfront that fell short on our expectations, but the total value? No idea. Management know that anti-aging is the crown juvel and is heavily invested - if the future exit will be successful it depends on the upcoming deal. It's now or never.
Comment by
biorun on May 04, 2023 9:31am
Don't forget about the sglt2 pipeline for both human and animal therapy which has science that is licensing ready and prospective partners at table. We often discount this, as it has taken time, but it's still very much in play, and it could have significant impact as well.
Comment by
bealert on May 04, 2023 9:37am
Thanks Biorun, you are absolutely right. Thanks for sticking around thru thick and thin. I know you have taken a lot of flak over time but your opinions and insights are just as valuable as the next person who thinks THEY are right. GLTA BeAlert
Comment by
MirrorWorldMan on May 04, 2023 12:43pm
Your right, if they cannot successfully commercialize an evidenced based ant-aging ingredient what good are they at anything? We need a full time CEO that has the sales and marketing skills that huddles to initiate and close deals. Not a part time doctor with no business skills
Comment by
forhandlaren on May 04, 2023 2:51pm
It's a chicken and egg problem. Sure, we need a senior CEO but cannot afford until after the anti-aging deal. The second best option is to get a senior entity to negotiate a deal instead of the CEO - if he is mature enough to recognize his shortcomings.