RE: £150Bn patent cliff3 May 2025 18:30
This 150Bn black hole in pharma revenues is becoming a bugger and bigger threat make no mistake about it. I think ideally BP would wait for P2 data, this is what CC herself even said recently but can they afford to wait, can they risk a competitor getting there hands on precision and exasperating there patent cliffs. I don't think so.
Already pharma valuations are dropping. Was looking at AZ share chat earlier and there investors are becoming concerned so be sure there BOARD will feel the pressure all BP boards will. Arguably there is a lot more at stake for them than us.
P1b patients selected based on slfn11 and fap and open to much healthier patients. No reason to expect results to be anything other than amazing.
Given dox is just dox, given BP urgency to replace lost revenues & given the quantity of exceptional data available. BP will be ready to deal here before p2 data comes in of that am certain