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fuzzyjr

I agree with you - this therapy in combination with the SGLT2 inhibitors out there is just too good for BP to pass up. 

Which diabetes medicines are SGLT2 inhibitors?
  • Canagliflozin (InvokanaJanssen Pharmaceuticals
  • Dapagliflozin (Farxiga) AstraZeneca - not for Type-2 Diabetes
  • Empagliflozin (Jardiance)  Boehringer Ingelheim Pharmaceuticals
  • Ertugliflozin (Steglatro) Merck

 

NAFLD/NASH:

The global market for nonalcoholic steatohepatitis (NASH) treatment estimated to reach $37.3 Billion in 2027

  • Moreover, introduction of several new high-priced products and combination therapies are likely to dominate the global market over the forecast period.

Given the high prevalence and potentially severe consequences of the disease, NASH represents a substantial unmet medical need and a significant burden on healthcare systems.

These are huge,  markets looking for cures

So, the BoD meeting is coming up and DM has three offers from BP.

There will be an acceptance vote.

1. Do we go with option 1 deal a, b, or c... and partner with a BP, most assuredly the current investors and employees get some cash now, cut the risk, lower the long-term total return, get a smaller royalty stream. 

2. Do we sell the royalty stream to finance the trial and go it alone - a high risk proposition with the highest rewards.

3. Do Eastern or Hepa step to the plate along with PPs and go it alone - shareholders get diluted, higher risk, higher rewards for the internal insiders if successful

I vote for 1)BP - let's cut the risk, get this product on the market, save lives. 

Chicagoest

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