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And what are AZ/Merck's competitors intentions in this space? There are so many unknowns on both the supply side (how many companies globally are working on Lynparza enhancements) and demand side (how many pharma's want to enter the space & when). With the 28 March patent RNS & the more recent NXP004 update our interest in the space is now clearly public.
Azd5305 phase 1 runs through till mid 2025, so a good few years after that to get through 2 and 3. Likely to be early 2030’s for registration.
The question would be what they do in the interim, also what Merck want to do on their side to secure revenues.
Already undertaking Phase 1 clinical testing :https://www.biopharma-reporter.com/Article/2021/04/13/AACR-AstraZeneca-unveils-early-data-for-next-generation-PARP-inhibitor
AZD5305
Mars, I hope NXP004 is a big improvement on Lynparza and attracts interest from pharmas. But we have no idea how many competing drugs there are out there intending to replace Lynparza. The value of an improved version once the Lynparza patents expire is obvious to many people internally in AZ & Merck & externally among research biotech companies like NFX.
Equally if they do not need 004 it will be commercially beneficial to make sure it did not get to another pharma andcriskreducing their market share.
Cont. US domestic pharma with a bio better or bio equivalent based in the largest market in the world
Jiving “we don't know what the competitive position is regarding Lynparza substitutes AZ, Merck & others have in the pipeline. Presumably they have been trying to create value added follow-up drugs that can be patented prior to the Lynparza patent expiry.”
The estimate for 2028 annual sales is in excess $9bn pa if AZ/Merck don’t need 004 how many pharmas will want a share of a market exclusive for 2. Especially a U.S. pharma for th
We are due an update on 001 following the individual updates on 002 & 004. In itself not expecting much, but a payment would be useful.
Hazard a guess for some kind of news on Monday, its unusual to see two MM's raise the ask with hardly anything happening at the time they do so.
Interesting shift again this afternoon? Someone now on the BID as 0.359p wanting 1m shares?
Very good, thanks. I always wondered why they did an RTO when they had a done deal for NXP001 (i theory, in practice subject to payee bankruptcy). Answer the delay meant they couldn't keep essentially self funding, so they tried VC capital & were eventually forced into the RTO, but even that didn't arrive in time hence the convertible loan deal before that. Reality was/is they were at a 'very' early stage in the 002 process & I suspect VC not interested as too early, and of course were right - here we are 4/5 years later still going through 'final' tests.
Pre-RTO, the patent application was rejected in Oct 2015, then went through appeal and finally granted in Jan 2017
See the documents section.
https://patentscope.wipo.int/search/en/detail.jsf?docId=US124047014&_cid=P20-L52JUG-20002-2
V interesting Soup never heard that before. Roughly when did this happen - pre RTO/IPO?
As long as no one objects... that delayed the NXP001 patent by 2 years.
Patent office!
FDA?
Should be the next bit of news, patent can drop any time, ha. Month 22 come on FDA