licensing deal thoughta6 Sep 2022 12:54
Lot's of views on when the licensing deal will happen. I've been giving this more thought of late and for me I don't think we will see a deal until after phase 1a is done. Couple of reasons for this, maximize return as Sar are confident on getting through these early trials with all the tweaking they have done. Secondly and one that didn't appear obvious to me, even though covid is not a priority they still mention it with every update. Anything covid related can result in a grant as well as fast track.
I asked a question in a previous Q&A whereby I asked them if they would license to multiple vendors but they said no, they would license the molecule to 1 vendor only. So if they were to license 1801 now, they have no control over testing it for covid as this would then fall under the responsibility of the licensee. So for me, they will get through 1a, explore the opportunity for covid and fast track and only then will license it on.
I am happy enough waiting. Been here for years and another 1-2 years makes no difference to me. Exciting times ahead