RE:RE:Let’s raise awareness All the major players know exactly what Sirona accomplished here with the launch and TFC1067.
Work on that assumption, then focus on this Top 10 company first because they are clearly interested in the clinical results upcoming and also assisted with bringing the trial through to conclusion. As part of this they have some sort of first rights to the data which may give them priority consideration such as being first in line to acquire licensing of 0.4%.
But if we back up the train here for a second, note that for the right price, everything is for sale as well, that is the Sirona corporate model listed on their website- for licensing or sale. Sirona has not been in a great position to offer anything for sale in past because they neither had commercially proven product (note in the modern world, going from paper design to product in hands is really big deal for technically complex products) nor a broad base of potential intermediary and end customers paying close attention with very high interest.
And also remember that the CEO publicly contemplated last year possibly "two companies" or entities - a pharmaceutical and a cosmeceutical. That introduces another strategic possibility that may come to light at this critical juncture when all worlds are colliding here on the scientific platform and its recent eveolution to commercialization. The company brought bright commercial light to the CSOs discovery.
And finally, do you remember that the CEO said when the Rodan licensing model details were disclosed in financials that there was a lot more benefit to the agreement that auditors wouldn't allow to be disclosed (likely because they held no guaranteed value and could be forward thinking/ misleading) and that the true value of that agreement would become evident to shareholders over time?
So all this is a lot to digest, but it is packed with many options and possibilities for what next.
I think the wolves from various packs are hungry and they want to eat. Twitter is just going to make the situation even more immediate I believe, by the day. A big experts product review will be spilled out in 10 days. If its good, then you never know, lightening could strike. Taking away brown spots without laser and visits but with a tube of cream looks to be an important differentiation.
So on a calm Saturday morning I now see things a little clearer now. In looking at all this history and where the company is at now, the narrative has completely changed. The Rodan and Fields launch we just witnessed may represent the very beginning of the next chapter.