RE: Partnership DD for JV on 201 Question7 Oct 2020 21:43
Well this has been a strange couple of weeks in pharma. DDDD has a bit of a hammering today and probably more of the same tomorrow, to follow the same pattern as us after promising results. Completely agree with Tommy, as there is enough room in pharma for lots of companies that help people, to do well, surely?!
Nelson, I’m pretty sure that the Japanese company had access to the results as they stood at the time. They obviously weren’t written up in full at the time, but whatever was there at that point would have been able to be viewed, certainly.
Regarding 401, I really need to spend some more time to have a deeper look before commenting properly, to be honest. At a cursory glance, I wasn’t hugely impressed and then focused on 201, as that was more imminent in my mind. As Adam says, the problem with it is to do with it not being sexy too, as another company I’m invested in repurpose drugs for unmet needs also. They don’t set the world on fire, but they are steady and will get somewhere and they slowly creep up with the sp. I rarely check in there.