GREY:ATBPF - Post by User
Comment by
GameChangerBeton Jun 28, 2021 10:43am
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Post# 33459466
RE:RE:RE:RE:This is much more than "commenced"
RE:RE:RE:RE:This is much more than "commenced" Definitely. The longer it takes to strike a deal, the more that deal will be worth.
Dan mentioned that very same thing in a recent conversation.
His exact words were: " we will only partner at this stage if it's a good deal ".
They know very well the value of the deal by holding out, which is why they did the cash raise.
Raise the cash now to proceed with phase 3, strike a deal with much more value down the line.
Arbourmark wrote: The reality the longer this dance with big pharma goes the more ammunition we add to our valuation. It would be in big pharma's best interest to hammer out a deal now versus letting Antibe produce more stellar results. I personally feel another Nuance structured partnership at a higher valuation will be the next big news release.
MrMugsy wrote:
GameChangerBet wrote: Perhaps they're close to a deal and want to partner up for the start of Phase 3.
Could be a reason for the start to be slightly pushed out, buy some more time to finalize a deal.
Just speculating between the lines..
Actuarial wrote: "we’re now entering confidential discussions for the large markets"
Yes - I'm sure they would like to conclude an agreement.
All depends how many companies are in the running and how far the valuations are from ATE's expected payout.
I think you could very quickly get there if two sides can agree to a valuation based on milestone payments, up to and including a successful P3 (where P3 will still be run to Antibe's gameplan).
A deal could happen at anytime or at no time in 2021. Sure, the odds are more likely for 2022 but we just don't know.