RE:FYI Alan Ridgeway Scotia CapitalTotally agree with
Alan Ridgeway. I had the exact same tought in a previous post
However, PLI now has a defined pathway to drug approval in combination with one of these two approved drugs, and, if a potential partner wants to have input into the long-term positioning of the drug or oversight of the pivotal trials, they will need to move quickly to have a seat at the table as PLI is ready to begin the combination trial alone and is working on the protocol for a monotherapy treatment option. Given these factors, we believe PLI is well positioned for partnering discussions with: i) BI, which may want to control how PBI-4050 is developed in combination with its drug, ii) Roche, which may want to protect its investment in IPF given a Ofev/PBI-4050 combo may prove more efficacious than Esbriet, and iii) any other pharma companies interested in entering this multi-billion-dollar market.
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