RE:Pharma/biotech dealsSome good points on what is attractive - I like the worldwide rights and backup molecules. I guess THTX sort of has a backup molecule is you think attaching a different chemo is a backup. Maybe their lab is developing other peptides for other targets. I'm not sure they'd count the NASh asset as a "backup".
These are RBC bankers -- you'd think the last kind thing Brian Abrahms could have done when he discontinued coverage was to introduce his oncology analyst to them and these bankers. If TH1902 comes to fruition, the discontinuation and not moving it over to the new analyst will be rather embarassing. Maybe they'll pick it up, but not sure THTX management seems to have moved on from RBC after not getting much love.