bzgl LADR muss man wohl das frühe Stadium bedenken. Ich habe mir von vorneherein schon gedacht, dass es schwer wird hier eine Lizensierung zu vernünftigen Konditionen oder einen Komplettverkauf zu realsiseren. Das da noch nichts gekommen ist, wundert mich nicht wirklich. Interessente hat es sicherlich gegeben. Die Firma berichtete von mehreren Firmen unter CDA. Das wir noch keinen Abschluss haben ist wohl ein Indiz dafür, dass die gebotenen Konditionen deutlich von dem abgewichen sind, was Cytrx sich vorstellt. Nur meine Vermutung......
Und ja, die Abhängigkeit von PSS würde ich auch als sehr groß bezeichnen.
copy - paste aus dem 10k:
If NantCell fails to successfully develop aldoxorubicin or our exclusive licensing arrangement with NantCell is otherwise unsuccessful, our business prospects will be materially adversely affected.
In July 2017, we entered into an exclusive licensing agreement with NantCell to complete the clinical development of and commercialization of aldoxorubicin. Under this agreement, NantCell has committed to provide substantial funding, as well as significant capabilities in clinical development, regulatory affairs, marketing and sales.
If, for any reason, NantCell does not devote sufficient time and resources to the development and commercialization of aldoxorubicin, we will not realize the potential commercial benefits of the arrangement, and our results of operations will be adversely affected. In addition, if NantCell were to breach or terminate its arrangement with us, the development and commercialization of aldoxorubicin could be delayed, curtailed or terminated, and we may not have sufficient financial resources or capabilities to continue development and commercialization of aldoxorubicin on our own.
Under our agreement with NantCell, they may opt out of a project by giving us twelve months? prior written notice. If NantCell were to exercise its right to opt out of a program or to terminate the licensing agreement, the development and commercialization of aldoxorubicin would be adversely affected, our potential for generating revenue from this program would be adversely affected and attracting new partners would be made more difficult.
Much of the potential revenue from our existing and future arrangement with NantCell will consist of contingent payments, such as payments for achieving development and commercialization milestones and royalties payable on commercial sales of successfully developed aldoxorubicin. The milestone, royalty and other revenue that we may receive under this arrangement will depend upon our, and NantCell?s ability to successfully develop, introduce, market and sell aldoxorubicin. We will not be directly involved in this process and will depend entirely on NantCell, which may fail to develop or effectively commercialize aldoxorubicin because they:
? decide not to devote the necessary resources due to internal constraints, such as limited personnel with the requisite scientific expertise, limited cash resources or specialized equipment limitations, or the belief that other drug development programs may have a higher likelihood of obtaining regulatory approval or may potentially generate a greater return on investment;
? do not have sufficient resources necessary to carry aldoxorubicin through clinical development, regulatory approval and commercialization;
? cannot obtain the necessary regulatory approvals for aldoxorubicin; or
? decide to pursue a competitive drug candidate.
If NantCell fails to develop or effectively commercialize aldoxorubicin or for any of the other reasons described above, we may not be able to develop and commercialize that drug independently, or replace NantCell with another suitable partner in a reasonable period of time and on commercially reasonable terms, if at all.
If we do not achieve our projected development goals in the time frames we estimate, the commercialization of our products may be delayed and our business prospects may suffer. Our financial projections also may prove to be materially inaccurate.
mit anderen Worten: wenn PSS Aldox "vergammeln" lässt, das wirds hier richtig dunkel.......wenn er Aldox wirklich erfolgreich kommerzialisiert (mindestens in STS), sehr wir von diesem Niveau aus wohl mindestens einen tenbagger. So sehe ich das. Sehr hohe Chance und sehr hohes Risiko.
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