RE:RE:RE:Shifting narrative Might I add that analysts have no idea what conversations are going on anyway; be it with FDA or with even pharma.
No large pharma is gonna sit on the sidelines and just wait. In this past year, which was a tough one for the sector, CEO after CEO at large pahrmas have talked about looking for deals that make sesne and bring new streams of revenue in the near future... There is fierce competition and no one can just sit back and wait. Plus, do you think a large pharma doesn't want their own people running their own Phase 1 in brain and lung studies?
And who knows if some CEO has already said "lets talk some more after you get BTD" or after AA? Uddin doesn't know and its certainly not factored into his evaluation. A lot can happen in the next one- two years...