TSXV:BTI.H - Post by User
Comment by
prophetoffactzon May 12, 2023 11:37am
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Post# 35445504
RE:RE:Zacks on PLX:
RE:RE:Zacks on PLX:unclepieman wrote: and what if ANYTHING will do for BTI?
You tell us.
Chiesi identified Lysosomal Storage Disorders as a strategic area for growth. Its billion dollar licensing deal with Protalix for Fabry is Chiesi's flagship strategic asset in Lysosomal Storage. Chiesi also has other minor interests in Lysosomal Storage. Fabry has now been approved in Europe and the US. It is game on. The enzyme could benefit from delivery to the brain given the nature of Fabry and may be part of Chiesi's xB3 deal.
Given Chiesi's strategic interest in Lysosomal Storage and now that it has an important position and that the race to treat the brain is also on for Lysosomal Storage as evidenced by DNLI, etc., is it now full speed ahead when it comes to Chiesi's xB3 license? Chiesi has licensed 4 xB3 Lysosomal Storage opportunities. Given Chiesi's postion in the sector and that BTI kept other Lysosomal Storage opportunities(eg. Hunter, Gaucher's) in its own pipeline will there be a second xB3 deal with Chiesi? Could BTI sell its pipeline of xB3 opportunities to Chiesi for upfront cash and sell the remaining value of the Chiesi deal(outside of XOMA) back to Chiesi to clear its debt and move forward? Could BTI and Protalix merge and enter a second deal with Chiesi for xB3? Protalix also has a Gaucher's Lysosomal Storage enzyme. Gaucher's is in BTI's current pipeline.