The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
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Interesting context. I hadn’t thought of it that way. I suppose one more thing you could say is that each of these majors features parent companies founded well over a hundred years ago, when regulation in the industry was simpler, or non-existent. They’ve had the chance to evolve with and adapt to the developing regulations from a larger, more cash-rich starting point.
Must be much harder for any business starting out afresh now. Although… as you say, there are third party consultancies that can help with specialist requirements, and top talent is mobile and can bring in knowledge from the majors.
We’ll see what happens. How to get it to market and maximise shareholder returns will be a nice problem to have if they can first confirm it works as well as we hope.
I appreciate you probably have more experience of that world than me, but still… Every big drug company has got to start somewhere, right? And if they had a pure strategy of getting taken over, what would happen if they didn’t? My point is they might be trying to make the business attractive for a takeover, but they can’t rely on that happening. They’ve got a lot of heavyweight advisors onboard recently - maybe their input could have caused this change in strategic direction.
bbtablet. Wether it's a trade by a spreadbet provider or a PI a trade is a trade, shares changed hands.
It’s a good point, MrA.
I think originally, AVA6000 was seen as perhaps just a stepping stone on the path to TMAC. Now, if they are stating they want to keep it all in house, the data must be great. Perhaps the data are so good that they anticipate takeover bids, and retaining 100% control of the most derisked candidate in the platform drug makes them more attractive to suitors.
On the flip side, until such time as any bid may occur, they have to follow what they see as the best long term strategy for the business. Which ultimately means bringing drugs to market. If they have partners licensing out other products on the preCISION platform, why not go it alone on AVA6000? They have shown more ability to deliver in therapeutics than diagnostics so far; they have phenomenal advisors in place, and you might assume (hope) they will learn from past mistakes. There will be growing pains of course, but just because something is hard, is that a reason not to attempt it?
If they are going to take a drug all the way to market, why not AVA6000? It’s just a new delivery mechanism for a well-understood drug after all, which may smooth the pathway somewhat, e.g. if no Phase 3 is needed.
Wressmycash -"£161k late buy again".
It has been explained many times that the common 17.05 or so (always at this time) "trade" is NOT a Buy or a Sell. It is to do with balancing the spread-betting and has absolutely nothing to do with the price of the opening show for the next trading day.
It is neither "good" nor "bad" for the share.
What was meant by your previous two posts? They made no sense.
Take out
Could be complex now considering all the deals that have already been done ie sub licensing with the likes of pointbio, daewooong etc.
One could say that these deals have helped keep the sharks away
If a takeover were to happen it would be bidding war
Deod is it £3 or £30?
Another pie in the sky load of tosh.
You remind me if a copy and paste version of NDN.
You are addicted to ramping the hell out of this.
Give it a rest.
£161k late buy again
If ava6000 comes good it's around 30 pounds a share
They won’t let this go for £1billion lol
Except the IP and license values alone would be well over several billion pounds so neither the SHs or the management would entertain a bid under whatever several billion that is aka fair value
Very low ball if ava6k works and paves the way for a runway of pro drugs
Would not be surprised to see someone bid for the company for around a bibilliopounds.Around 3 pounds per share . Peanuts to the large pharma companies .