90 daysInthno nailed it by saying pancan would not be likely to take a risk on the CI selected for the trial. They would likely go with what worked with pela in the Goblet results presented at the beginning of June.
When ONCY's involvement was announced, they stated that details of the trial would be available in 90 days. In other words the CI will be selected by then.
IN three months, the updated panc, as well as the first set of results from CRC and the two anal cancer trials will be available to Roche and ONCY, assuming those results will be presented at the ESMO conference on Oct 23, 2023.
In other words, all the information will be there on the panc side and other results from the Goblet trial, to allow informed bids.
Look for something to happen on the partnership/buyout front by around then.
I am hoping for an equity investment by a big pharma that will raise our share price to a substantial level, and then allow for a full buyout subsequent to that. Alternatively a bidding war between Roche, Merck and Pfizer would also get the price we hope for. I will leave it to others to offer views on the value.