Theralase Technologies Inc. V.TLT

RE:RE:RE:RE:RE:RE:RE:somethings gotta give...

[Rumpl3StiltSkin]

CancerSlayer wrote:

Longholder99 wrote: CancerSlayer I agree too that timeliness have a way of being longer...way longer.  Only consideration giving this hope of a faster turnaround for me is the delays with patient numbers may have given time for the homework to already be done.  I wonder if the decision to proceed with a JV is only waiting for the BTD approval.  Merck.  Roche.  Whoever has been watching this procedure/compound evolve doesn't want to be 2nd guy through the door with a cheque book to be looking at the go getter signing a deal.  Simplistic visual but you get my point.  PDT is the new frontier and Theralase almost has a bow on this package, ready to serve.  I am hopeful this is the scenario.  

 

In my mind, in order to maximize a favorable deal-making outcome, we should have a predetermined  catalyst in mind that would trigger "multiple" suitors (preferably at least two), & then do everything possible (within reason) to hold out until that moment....more than two interested Pharmas would have the potential to drive an even more aggressive bidding war & a last man standing scenario imo.  Would a BTD be enough to achieve that?  

Based on our relatively thin balance sheet, any deal-making timeline may hinge on our short-term need for funding.  Perhaps increased exposure/spreading the word with a BTD in hand will do the trick...assuming we can obtain a BTD prior to any need for funding...the timeline for funding is the biggest wrinkle for me.  All imo.

I think if the CR numbers are as good as we hope shouldn't the BTD just be a formality to achieving AA? And will speed up the overall timeline?