RE:RE:RE:It's Friday shorties ! better cover before the weekend,
Honestly, i really dont see them waiting on a PRV and going it alone on the trials. They have NEVER said that... and have consistently said they will partner the largest indication.
To be clear, I think that Pg will be approved, and PLI will get a PRV.... but given the general uncertainty associated with FDA approval timings etc... you cant run a business on the prospect that you might get approved and you might get a voucher.
To me, they are either doing a Nasdaq listing, or they are doing a very significant monetization deal.
The NY Investment Bankers are telling them to hang on to this IP for as long as possible, particularly as evidence mounts and people start buying into the fact that it could be ridiculously huge. IF thats the case, and as the novel pathway and clinical data prove the point, NY may be telling them they should go to Naz now, and frankly I like that idea. I think a properly marketed IPO by a top tier syndicate will unlock a signifcant portion of the value disconnect / CDA Quebec discount that exists right now. Which means a double or more from these levels relativley easilly ..... THEN do a partnership deal with a major and see where the market takes this thing. I think THAT is Plan A