Biontech/ Dalestar3 Jul 2019 17:01
Afternoon Guys, many good posts today re Biontech. It is true we can only speculate at this moment but there are some good reasons to hope for a deal. It can only go three ways, they end the collaboration, they extend it or do a commercial deal.
I particularly like Dalestars earlier post............................
Both companies agreed to collaborate so there must have been something that Biontech saw in what Scancell was doing that they thought would be of benefit to them. Scancell would hardly have said "fine, take our IP and do what you like with it" so there must be a potential benefit for Scancell. The collaboration has been going on long enough for Biontech to have either seen something of interest or not. If not they would have packed it in by now. So the length of the study leads us to think there is a benefit in the work that they are prepared to continue with. Meanwhile Scancell continues its own developments, with upcoming trials, and if they pan out as hoped, the value of the IP increases and the cost of a deal to Biontech will be greater , or, if they wait too long, the price might outweigh the benefit to their plans because Scancell value their IP at a much higher level. We don't "need"a deal right now , at some point the Biontech "need" might be greater than ours.