Thoughts15 Sep 2024 12:19
So Avacta has a potential pipeline
Do they do a deal with a number of BPs, each using its own warhead. Or do they partner with just one ?
If a buyout is looming how will that work if a partner is already signed up !
Could get messy !
If multiple Partnering happens, even messier !
Or is there a total buyout looming ?
Either way a BP is not buying AVA6000, they are buying the entire pipeline, that’s where the patent is !
So how much is all the combined chemos worth per year to the industry .
What value will be put on Avacta ?
Will it be too much for some ?
Either way the industry has now got to sit up considering all the results this weekend.
Avacta surely has put to bed all negative theories that some may have thought.
CC has been very vocal about being excited this last few weeks, on X and company podcast.
Something is looming, how big is anyone’s guess, but it’s coming.
Avacta will be the standard of care !!