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Scandion Oncology Q3 2024: Searching for a partner - Redeye

Redeye comments on Scandion Oncology’s Q3 2024 report, and we judge a potential partnership or similar is its best hope of advancing SCO-101’s clinical development. We judge potential partners have considerable negotiating leverage, and we lower our deal estimates to account for Scandion’s weak negotiating position. If Scandion cannot find a partner, we perceive an increasing risk of our bear case materialising.

Redeye comments on Scandion Oncology’s Q3 2024 report, and we judge a potential partnership or similar is its best hope of advancing SCO-101’s clinical development. We judge potential partners have considerable negotiating leverage, and we lower our deal estimates to account for Scandion’s weak negotiating position. If Scandion cannot find a partner, we perceive an increasing risk of our bear case materialising.
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