If we are searching for the next big stand alone player as opposed to big phamarcological breakthrough, we also need to take into account the ability for any of these potentials to go it alone or at least survive to fully fledged divvy paying adulthood. proving their techs as well as remaining cashed up into the long gone bargain is a challenge without selling the cream off to established players. Noted similarly in the previous post.
'Companies may go into a bidding war for Benitec, either to embrace and market its tech, or to silence the RNA silencing approach.'
On a more cynical note, the other problem alluded in the second part of the above sentence, is whether a potential drug is palatable in the grand commercial scheme of things. Drugs with unmet need are imo fine, as they arent muscling in on current money makers. Id go further and hypothesize that drugs with unmet need can stimulate improved sales in current meds as they keep more people alive for longer. Drugs like pbt2 if successful(disc: held)may increase sales of other meds if they change survivability of disease.Suitors may take this lateral potential into account if/when bidding on a slice of the pie. cynical but commercially relevant imo.
