RE: Paediatric extension- FDA green light31 Jul 2025 11:00
Pumpky.... To answer your question.. You would NOT know if/when there are any big investors/pharma in discussions with Vlad. It would be tied up in a strict NDA with a nice neat bow on it.
Negotiations would be likely to take months, and I suspect, ARE in progress, and IMO likely waiting for the 6 month data on P1.
To put it in perspective, I sold my business to a FTSE250 company, and that process was tied up in an NDA for 9 months.
To a multi-million/billion pound licencing/JV deal with staged payments on milestones being achieved is likely to take the same, if not longer, with more complex negotiations and legals having to be agreed and signed off by lawyers on both sides etc.
Like others have been alluding too, I expect something to land in August/September imo.
I know this share has tested all our patience, but the science IS working. So it's a question of continuing to wait patiently. These small placings to keep funded ahead of a JV etc. are really neither here or there in the big scheme of things.