RE:RE:RE:RE:I don’t like someone betting with my money...That’s what I am saying - they need to sign that partnership... the investment thesis has always been that they would partner for IPF and other large indications and keep niche indications for themselves.
IMO, you can’t get too greedy - at some point you have to cash up and take the backing a strong pharma brings to the table AND the credibility that comes with it. It’s more than just money - a partnership with Boeringher would bring massive confidence in PLI to the markets.
Yes, we may take a slight discount compared to Roche’s $8 Billion dollar purchase of Intermune, but would anyone be disappointed with a $4-5 share price with royalities on IPF and 100% retention on other indications, plasminogen, IVIG, AAT, and the list goes on and on.
The $$ we would get could also accelerate getting more plasma proteins onto the market quicker as well.
IMO, they need to stick to their original plan... don’t start funding this trial ourselves.