RE:RE:RE:RE:RE:How many big pharmas and what are they buyingInteresting but it would be really hard to assess fair value this early in the GBM and NSCLC process. If we are right and "the longer it goes the less likely there is a PP" that would mean they are fairly confident in getting BTD sometime soon since they need the money. Hopefully this all comes into focus by the time the AGM rolls around.
Yajne wrote: I agree SB that the longer it goes, the less likely a PP. I've been thinking about it from the point-of-view of a potential JV partner. IMO the only way TLT gets a great deal before FDA approval for BTD/AA on NMIBC is to include either GBM or NSCLC in the mix, both of which should be getting close to a Ph1 trial application. Under a NDA, a bigPharma potential partner might be shown the lab results to date on GBM and NSCLC which shouild motivate them to entering a 'fair' deal. Pure speculation JMHO