"If the talazoparib (Pfizer) Phase II ORR passes the 30% mark, as DM discussed (16:00), that might jump start negotiations with Pfizer (or another pharma)."

for sure ..

"Otherwise I expect to wait at least 2-3 years for a deal or buyout -- until a pharma sees near-term revenue"

​Makes sense & would probably work out better for us shareholders when "a pharma sees near-term revenue" + we would supposedly be out of this downturn/partial recession or whatever one wants to call it so a lot more money could be flying around by then?

 

For the same reason I believe in a deal sooner than later as almost all Pharma's are flush with cash now & can grab it much cheaper at this moment in time + given the safety record & success thus far I believe that's a risk they may be willing to take on now? 

 

Does this make a little sense or am I way off base?