Hulskof schreef op 16 juni 2021 21:48:
Bioboyscout geeft nog eens zn mening. Allemaal leuk en aardig, maar het wordt tijd voor harde data of deals die knaken schuiven.
Behind the scenes. Considering that showing lung and/or tumor proof of concept are significant events, I would not be surprised if Arrowhead is in active discussions with many different players to feel out what kind of deal(s) can be had. Not only can this news have a significant positive effect on Arrowhead's stock price, but it can also have a significant negative effect on competitors. Given these circumstances, it would make sense for Arrowhead to see if it's worthwhile to try and strike while the iron is hot, as positive readouts would put them in a unique, and very strong bargaining position. I would go so far as to say that it would be foolish and irresponsible to not have non-disclosure agreements in place with a number of BP companies to discuss possibilities regarding these readouts.
There are numerous kinds of possibilities, and you can speculate until you're blue in the face, but I would not be surprised if we see something within a couple days of significant data readouts. I'm sure CA and his team will do what's best for the company, as they understand the landscape and how Arrowhead can best navigate it. I frankly hope Arrowhead just ends up going it alone, but we know that HIF2 is on the table once POC is shown. It would also be extra impactful if Arrowhead could file INDs for at least 1 or 2 more lung candidates the same day as revealing the ENaC data - if I were pulling the strings, that's the way I'd do it.
In any event, I do believe that there's a lot going on behind the scenes right now, and it would be great to eventually hear those war stories no matter how they turn out.