RE:Single Licensing Deal ?
This is a tough one for sure and am guessing it is a strategy which onc has set out with the help of the 2 new board members to help put the most pressure on Roche and Pfizer. IMO only this statement now sets the stage for a buyout rather than a partnership but either would be good and a partnership could still be beneficial to both and the other idication could then be farmed out to the other BP. Both indications are huge and are needed in the world today so there is no way that if there is one licensing deal that they would only advance the one trial.
Everyone would need to work together to expeditiously advance these trials. All for Panc will be known in less than a week and my guess is that pfizer is getting as much up to date with Bracelet as possible to help in making a qualified decision. My guess is that we will either have a partneship deal or buyout before the Bracelet results are released.