RE:RE:RE:Get ready for more merger mania in the pharma sector The expected merger mania in the pharma sector does not warrant any partnership or licensing deals.
Anyone knowledgeable in biotech business development understands that partnering or licensing deals are not the kind of commercialization pathways that are optimal at a time, particularly when Big Pharma needs to replenish their product portfolio pipelines which are threatened by a looming patent cliff. Many biotech analysts have already pointed to Big Pharma's need for M&A. What partnering & licensing deals do are to tie-up an asset from the competition and effectively prevent the shareholders from realizing the full value of their asset and therefore runs counter to managment's purpose and responsibility to the shareholder.
ONCY's Q2'22 conference call this last week was the first time that I remember that Matt Coffey acknowledged the shareholders by thanking them. Perhaps this means that ONCY will be acquired soon and Matt wanted to be sure to have thanked us for all our patience.