Cancer targets5 Nov 2022 09:04
I asked this question on Telegram too. I think the questions are probably too big for a single answer so I am hoping for a discussion. I am trying to figure the rationale and thinking behind targeting cancer from different points of view; Angle - Parsortix, a CSO of an immunotherapy company or drug development company, medtech company and last by no means least a clinician/oncologist.
So firstly, the rationale and thinking of the individual, say Andrew Newland, Ugur Sahin (BionTech). Then the mantra and culture of the organisation; maybe an expanded view of the top scientist? Importantly what is the approach.
I ask this because it seems to me that all have a different approach, yet in theory they should meet in the middle. Maybe at this point collaboration can be made. I don't see there being an exact middle by the way, maybe more of an overlap.
Let me give you an example without getting too tied up in the science (because I don't have a deep understanding of it). For instance lets say Sahin of Biontech has an objective in mind to cure cancer with immunotherapy. He really doesn't need Parsortix at the point of conception. His thinking is driven by a arguably a unique understanding and depth of knowledge that is amongst the very best in the world - and - he is taking his own journey as such talented scientist's do. Maybe years of work (10?) even a lifetimes work. He is likely to be appreciative of the changing wider landscape but he has to remain focused.
I would assume that he can see the clinical relevance of Parsortix and how it may fit in with his agenda. However as Angle are running a business, the onus is upon them to accommodate and tailor a message specifically to Sahin (or whoever) or his staff of the clear benefits of Parsortix; its just necessary.
So if I go back to the beginning, where does Parsortix fit in?
I think when it comes to clinicians, they use the tools available to them don't they? These people are doers as well as thinkers but ultimately they make decisions. So the mentality is quite different in many ways to a drug developer.
Yet Angle have to navigate a landscape where they are dealing with the whole of the cancer treatment community. No easy task.
With such investments as Angle, we do the research that is relevant to the investment. That can leave us with a lopsided understanding of the wider science of cancer. I call this the Professor Brian Cox effect - we can all what and understand what he is telling us but only he truly owns the knowledge. We are just borrowing his words and phrases. Try telling someone what he said and what it means and you soon find how limited your understanding is!
Anyway - thoughts
Sign In
Follow the stocks
