RE: New Fool.com article25 Jul 2020 15:46
Foxi - stop trying to get in cheaper! A placing won't be needed. Money will be chucked at us from every conceivable direction. UK government, US government, worldwide pharma's, WHO etc etc. They will all want it if the data is enough to start commercialisation. Think the COPD data will be used to fulfil any data vacuums and be enough for EUA.
I really don't know which way it will go.
1) Straight takeover
2) Deal with Uk government to supply all drug to UK first. Further deals in 2021 worldwide.
3) Licensing deal to a big pharma who takes a large stake in SNG.
4) Multiple licensing deals around the world.
5) Do it all themselves, placing to scale up production and sell product at market value.
How you value each option is hard to say. My preference is straight takeover so the choice isn't ours but could be any of the others. £2billion + takes into consideration the impact this will have on helping economies to recover. £500m would be a steal but still a lot of money for the team at Syn.
What do you think?