GREY:ATBPF - Post by User
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PoorOpinionon Apr 17, 2018 8:23pm
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Post# 27901642
RE:RE:RE:RE:RE:RE:RE:RE:RE:example
RE:RE:RE:RE:RE:RE:RE:RE:RE:example Edcando wrote: I may be misunderstanding this thread, but if I'm not, we are in great shape regardless. I think it's more likely they'll do a licensing deal (or several smaller regional ones/or a JV)) first for ATB-346. The upfront payment (s) will be more than enough for phase 3 (as that will be the minimum requirement for allowing someone in this early). This approach imo will lead to a higher sp/valuation with several stepping stone catalysts rather than just one whole buyout (unless they're prepared to pay dearly )
That's how I see it. The smaller regional deals will be nice but the US/EU deal will set the valuation for the company. Hopefully the partner is big enough to provide some weight for the stock and make it less of a traders plaything. There's surely still plenty of upside to come from the main licencing deal from where we are today, and as you say the full value is realised in steps as(if) it meets the remaining major milestones.