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January 22, 2006 03:01 pm
Very interesting scenario. Thanks for sharing. I just wanted to let you know that at least one other person still drops in to read this board every now and again.
Another item in support of your thesis is Brad's comment at the last AGM that the BoD had convened a subcommittee or met to discuss the optimal time for a partnership deal.
Now, this could mean anything. We don't know what the conclusion was. But I think that what they must have weighed is (1) the prospect of fetching a higher price given the lower risk to the partner once more results were in hand vs. (2) the inefficiency you describe well of having Oncolytics-designed pivotal trials.
I am with you in that if the company initiates pivotal trials prior to partnering, I will begin to worry that something might be amiss here. I hope that doesn't happen.
With best regards,
-kaivamei