RE:RE:RE:RE:Exelon agreement - redactionsSpirou25 wrote: MrMugsy wrote: Spirou25 wrote: Not finished reading. What do you see exactly ? Also, i'm really intrigued by the milestone payment. What do you think it could be ?
Yes - saw the milestone payment redaction and couldn't understand why that was so sensitive. Very strange.
Also ...
The deal is mentioned between Novaritis and a redacted name. If it were Knight, there would be no point redacting. So who's name is listed ?
Could it be a subsituary of Knight that we don't know of yet? Is there another acquisition in the works?
OR...
Is Knight buying the rights for someone else as part of a bigger deal to follow?
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It all seems far-fetched but what sits in the back of my brain is Antibe's desire to go after Alzheimer's and I've been assuming an Rivastigmine(Exelon)/H2S combo would be interesting.
Heck, Knight could be buying an M8 Pharma (or other) and rolling Exelon into that business.
Just throwing out ideas ... but ... the wording in the agreement isn't as simple as expected. With the redations, there seems to be a mystery brewing.
Yeah i'm not sure about this one. They bought Exelon because it's a product that has potential in LATAM and fits well in the CNS category.
In the case of M8, it is pretty clear the deal won't happen. The asking price is too high. The market is unreasonnable in Mexico and this is why this country is a very little part of Knight business right now.
I'm not really aware of the relationship between Antibe and Knight. Is it all speculation ?
Absolutely ... it's speculation on my part.
What we do know ...
- The agreement for Exelon includes a third party that is being redacted. There is even a third party section to the agreement that is completely redacted (Section 4.3).
- ATE is looking to create an H2S Alzheimer's drug - they take old drugs and make them new with H2S.
- GUD and ATE have an agreement for Canada, Africa, Russia and Israel - sure GUD would like to add LATAM one day.
Could there be some more elaborate agreement brewing? Maybe
Or ... it could be some other 3rd party.
At this point ... we don't know the details ... but we do know the agreement is more than just an agreement between Novartis and Knight.