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If you haven't read the below do so, particularly note 0018
https://patents.google.com/patent/EP2634185A1/en
The money is in the IP and what SAR has spent years developing and proving up. I do not claim to understand this science but I do understand the commercial side if this and if you analyse at the competition they dont have this and they need it to fill the pipeline. How many companies do you think want this? This is why TO is in progress. How much is this worth ...... multi-billions. The end game is here.
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RMM you make some really good points on the PR and the NOMAD, the value is in the IP and to understand the value you need to have support from technical professionals that understand the science. This board has a good mix of personnel and does a better job that the PR and the NOMAD. The value will be billions of usd and personally imo I can see this getting temporally suspended on TO and huge re-rate on any announcement associated with this. MMs/Brokers will have to deal with this.
Hey Stoney I really appreciate your time spent clarifying this. I am not a subject technical expert in this area but I do deal on the legal / commercial side with IP and to be honest I tried to follow yours, num4 and fadec comments on this and checked it as well as I could and concluded that the last patient must have caught all. The billion dolllar jigsaw complete. Thanks guys for time spent in this.
Its worth noting (and imo I can see this happening) that the sp will go from 2 to 3 p to the TO price, possibly after a temporary suspension before an announcement. T2 raised the Amgen deal last that happened last summer, sets the tone in terms of price; could we see the sp go from 3p to 250p overnight; its possible.
Hey Stoney appreciate the response and time to explain, Many Thanks.
The new improved SDC-1801 patent, is pending return and the final piece in the billion dollar jigsaw or possibly multibillion dollar jigsaw. BR
Reuters: 13:40 Mutations of Covid 19 appearing in Siberia.
Now shouldn’t the MM put the price up 1.5p or does this only apply when we get vaccine news. At 13:40 shouldn’t we see a massive green line appear.
Only joking by the way ;)
Hey Num4 great thread. Stoney you mentioned about the 600 USD payment and the 1802 will be in full force, does anyone know if SAR are in the process of doing this? TYK2 SDC-1801 US patent Pending - Anyone got visibility on the progress?