Charles Jillings, CEO of Utilico, energized by strong economic momentum across Latin America. Watch the video here.
Exactly. Good news indeed.
* The fact that J&J’s Stelara has annual sales of over $7 billion and targets psoriasis, psoriatic arthritis and Crohn’s disease and its patent appears be expiring in the next 2-3 years is a very big opportunity for Sareum, as I've noted before.
* The psoriasis market is a big one for SDC1801 to be chasing.
* The only negative is the speed in which we are progressing. i.e. The FDA, three months ago, approved Bimzelx (bimekizumab-bkz) for psoriasis treatment and here in the UK Artax Biopharma has obtained clinical trial authorisation from the MHRA to assess AX-158 in a Phase IIa study in psoriasis patients.
I'm always positive on the Sareum science but the speed at which we are moving slightly concerns me at present. We don't want to be last to the party with this.
I've had one x24 from Sareum by holding for 10 years and I'm hopeful that this will be repeated again from these levels with a takeover in the coming years....
Good luck, Brighty
Exactly and AVCT, for example, has a current share price of £1 and a MCAP of £280 Million. HEMO has a current share price of 3p and a MCAP of £35 Million. The disconnect is huge. Arguably, HEMO is now much more attractive to big pharma with Hemo CAR-T and CBR. A licencing deal must be on the cards. Don't forget that in 2023 the average licencing deal in our sector was $47 Million dollars and a few were over $100 million....
Good luck, Brighty
Another piece of the HEMO jigsaw announced today and it is pretty big news re our CBR.
* Once administered, nanoparticles were shown to successfully deliver mRNA into the immune cells of the URT and lungs.
* Could be used as an off-the-shelf prevention and/or treatment for viral infections & would be both cost-efficient and easy to administer.
* Ideal for the protection of both the civilian population and in biodefense.
* Can be delivered intranasally in the form of messenger RNA ("mRNA") for the potential treatment of airborne viral infections.
Good luck, Brighty
Exactly and what's also exciting regarding Bitcoin is that the GS20 Exchange is generating revenue via trading commissions already:
* "GST greatly encouraged by the market traction the GS20 Exchange is enjoying".
* "The GS20 Exchange is generating revenue for the Company via trading commissions at varying levels depending on the type and size of transaction undertaken".
Next stop 2p, then 5p and in due course 50p a share.....
Good luck, Brighty
In answer to your question, the likely candidates to gatecrash the party with an acquisition of part or all of HEMO would be:
* AZ: It has a track record of paying billions for smaller innovative pharma companies. e.g. it acquired CinCor Pharma for $1.8 Billion and paid $1 billion for KYM Bio and $2 Billion to partner Quell Therapeutics.
* Eli Lilly: HEMO have already had dealings with them in the past. They acquired Versanis for $1.925 billion.
* GSK: It needs to replenish its patent pipeline. They could be on the hunt for HEMO. They recently paid $1.4 Billion for Aiolos Bio and also acquired Affinivax for $ 2.10Billion. They also paid £1.6Billion to buy Bellus.
* Thermo Fisher: They acquired PeproTech for $1.85 Billion.
* Pfizer: They paid £6.7 Billion to buy Arena.
* Sanoffi: They have been pipped to the post on 2 deals recently. i.e. Biogen's $7.3 billion acquisition of Reata Pharmaceuticals. They also lost out on buying Horizon Therapeutics to Amgen who paid a massive $27.8 billion.
First things first, though. A licencing deal is the next most likely deal to come HEMO's way. The average licencing deal in our sector in the last 12 months was $47 Million.....
Good luck,Brighty
Prevail are onboard with HEMO for a reason. i.e. to hopefully secure a lucrative and long term licencing deal. The alternative to this could be that a major global player has gate crashed the party and has offered an even bigger licencing deal? That's how big pharma operate. Afterall, the R&D departments at the big companies will have been fully aware of the FDA application and process. Perhaps, they have been waiting for the FDA sign off before pouncing?
Anyway, lets get back to the bigger picture rather than cryptic tweets. The big opportunity for HEMO now that we are a P1 clinical company is that most license deals by big pharma happen at platform and discovery stages. That is HEMO now.
Some of the licencing deals over the last 12 months, below, have been mouth watering. Could HEMO be next?
* Akeso paid $500 million upfront by Summit Therapeutics in 2023 to in-license ivonescimab. Additionally, the partnership outlines a potential deal value of up to USD 4.5 billion.
* Alnylam received an upfront cash payment of USD 310 million from Roche in 2023 to co-develop and co-commercialize Zilebesiran. Additional development, regulatory, and sales milestones could potentially elevate the deal value to USD 2.8 billion.
* Evotec paid $50 Million upfront in 2023 by Bristol Myers Squibb. Tiered royalties on product sales further underscore the financial commitment, resulting in USD 4bn potential deal value.
* Kelun-Biotech paid an upfront $175 Million by Merck in 2023 to co-develop preclinical antibody-drug conjugates. Future development, regulatory, and sales milestone payments, which could total up to USD 9.3 billion.
Good luck, Brighty
Takeover deals in the pharma sector are getting bigger and bigger. In 2023, the value of the top 10 deals in our sector topped $115.8 billion, higher than 2022, 2021 and 2020, which were $65 billion, $53 billion and $97 billion respectively.
This bodes well for companies such as AVCT & most likely HEMO, proving once again that in our industry big pharma splashes the cash on M&A deals....
1. Pfizer and Seagen. Deal size $43 Billion
2. Bristol Myers Squibb and Karuna Therapeutics Deal size $14 Billion
3. Merck and Prometheus Biosciences Deal size $10.8 Billion
4. AbbVie and ImmunoGen Deal size $10.1 Billion
5. AbbVie and Cerevel Therapeutics $8.7 Billion
6. Biogen and Reata Pharmaceuticals Deal size $7.3 Billion
7. Roche and Telavant Deal size $7.1 Billion
8. Astellas and Iveric Bio Deal size £5.9 Billion
9. Bristol Myers Squibb and Mirati Therapeutics Deal size $4.8 Billion
10. Bristol Myers Squibb and RayzeBio Deal size $4.1 Billion
In our space both Avacta and Hemogenyx look to be on the cusp of attracting a multi billion deal in the future, due to the nature of their respective innovative candidates. Smaller companies such as Sareum could still surprise the market with a whopper of a deal too with its SDC1801/1802 and SRA737 candidates.
These are exciting times for AVCT (and several other small UK pharma companies,). Next stop for AVCT is clearly a licencing deal but watch out for a curve ball M&A deal also in due course....
Good luck, Brighty
Takeover deals in the pharma sector are getting bigger and bigger. In 2023, the value of the top 10 deals in our sector topped $115.8 billion, higher than 2022, 2021 and 2020, which were $65 billion, $53 billion and $97 billion respectively.
This bodes well for HEMO, proving once again that in our industry big pharma splashes the cash on M&A deals....
1. Pfizer and Seagen. Deal size $43 Billion
2. Bristol Myers Squibb and Karuna Therapeutics Deal size $14 Billion
3. Merck and Prometheus Biosciences Deal size $10.8 Billion
4. AbbVie and ImmunoGen Deal size $10.1 Billion
5. AbbVie and Cerevel Therapeutics $8.7 Billion
6. Biogen and Reata Pharmaceuticals Deal size $7.3 Billion
7. Roche and Telavant Deal size $7.1 Billion
8. Astellas and Iveric Bio Deal size £5.9 Billion
9. Bristol Myers Squibb and Mirati Therapeutics Deal size $4.8 Billion
10. Bristol Myers Squibb and RayzeBio Deal size $4.1 Billion
In our sector both HEMO and Avacta look to be on the cusp of attracting a multi billion deal in the future, due to the nature of their respective innovative candidates.
Exciting times for HEMO.....
Good luck, Brighty
Excellent WH Ireland broker note shared on here with fair value of 0.57p: “With a large potential market and progress continuing in line with expectations, we retain our DCF-based fair value at 0.57p this morning, while noting further upside as commercial opportunities expand and development milestones are met”.
Good luck,Brighty
Some really good points on here yesterday and overnight regarding licencing or a takeover of HEMO. AZ certainly has a track record of paying billions for smaller innovative pharma companies. e.g. it acquired CinCor Pharma for $1.8 Billion and paid $1 billion for KYM Bio and $2 Billion to partner Quell Therapeutics.
Another to watch would be Eli Lilly, who HEMO have already had dealings with in the past. They acquired Versanis for $1.925 billion.
There's been a lot of talk in the sector about GSK needing to replenish its patent pipeline. They could be on the hunt for HEMO. They recently paid $1.4 Billion for Aiolos Bio and also acquired Affinivax for $ 2.10Billion. They also paid £1.6Billion to buy Bellus.
Thermo Fisher could also be in the running. They acquired PeproTech for $1.85 Billion.
There's also cash rich Pfizer. They splashed £6.7 Billion on Arena.
Sanoffi would also be one to watch. They have been pipped to the post on 2 deals recently. i.e. Biogen's $7.3 billion acquisition of Reata Pharmaceuticals. They also lost out on buying Horizon Therapeutics to Amgen who paid a whopping $27.8 billion.
First things first, though. A licencing deal is the next most likely deal to come HEMO's way. The average licencing deal in our sector in the last 12 months was $47 Million (see my previous posts re JP Morgan's deal data on licencing). I believe a licencing deal is what Prevail will be bringing to our table soon.....
Have a great weekend all HEMO investors.
Good luck,Brighty
Exactly. Back in April 2020 when we went up from 1.8p up to 15.2p it was a sustained daily rise over 7 days. That's more realistic but over the period it was still a huge rise of over 800%. Next week we will have a better idea of whether that scenario is going to be replicated this time...
Good luck and have a great Friday, Brighty
Just ignore them Tilly. We know that you've been a huge advocate of HEMO for quite a while providing some great research. It's a great day to be a Hemogenyx shareholder.
Onwards and upwards!....
Good luck, Brighty
That's a great reminder Island Girl. Here are some additional pharma deals to add to the list. It's pointer to perhaps the value of Hemogenyx in the future:
GSK recently paid $1.4 Billion for Aiolos Bio. Amgen purchased Horizon Therapeutics for $27.8 Billion. Pfizer acquired Global Blood Therapeutics for $5.4Billion. Pfizer bought Biohaven Pharmaceutical for $11.6 Billion in Cash. Affinivax was bought by GSK for $ 2.10Billion. AstraZeneca acquired CinCor Pharma for $1.8 Billion. Thermo Fisher acquired PeproTech for $1.85 Billion. Pfizer bought Arena for £6.7 Billion. AZ paid 1 billion for KYM Bio and $2 Billion to partner Quell Therapeutics. Eli Lilly acquired Versanis for $1.925 billion.
Astellas bought Iveric Bio for $5.9billion. GSK paid £1.6Billion to buy Bellus etc
As I've said before on here a similar kind of £1 Billion deal would see the HEMO share price over £1. Now that would be fantastic....
Good luck, Brighty
I believe Vlad was at the JP Morgan event and with big pharma still signing $100 million+ deals to licence innovative new drugs HEMO could have been in the right place at the right time. Prevail have the connections to help fast track a licence also.
Don't forget that the average upfront value for Platform / Discovery stage programmes was $47 million last year.
Some of the licencing deals last year were mouthwatering: Akeso being paid $500 million upfront by Summit Therapeutics to in-license ivonescimab was incredible.
Good luck, Brighty
Now that HEMO has become a P1 clinical company it is worth pointing out that big pharma sign the majority of their licencing deals at the earliest stages, as this data from JP Morgan highlights:
* The largest share of in-license deals into big pharma happens at platform and discovery stages.
* These are often the riskiest but provide the partners substantial support and control over programme development.
* Deals signed at these earliest stages saw median upfront payments of $45 million in 2023.
* Large-cap biopharma (market cap of $50 billion-plus) are still signing $100 million-plus deal upfronts. Median upfront values increased for Platform / Discovery stage programmes as well, reaching $47 million.
Here are some of the biggest licencing deals in the last 12 months:
* Akeso paid $500 million upfront by Summit Therapeutics in 2023 to in-license ivonescimab. Additionally, the partnership outlines a potential deal value of up to USD 4.5 billion.
* Alnylam received an upfront cash payment of USD 310 million from Roche in 2023 to co-develop and co-commercialize Zilebesiran. Additional development, regulatory, and sales milestones could potentially elevate the deal value to USD 2.8 billion.
* Evotec paid $50 Million upfront in 2023 by Bristol Myers Squibb. Tiered royalties on product sales further underscore the financial commitment, resulting in USD 4bn potential deal value.
* Kelun-Biotech paid an upfront $175 Million by Merck in 2023 to co-develop preclinical antibody-drug conjugates. Future development, regulatory, and sales milestone payments, which could total up to USD 9.3 billion.
Source: https://www.jpmorgan.com/content/dam/jpm/commercial-banking/insights/life-sciences/jpmorgan-chase-q3-2023-biopharma-final-ada_v2.pdf
Prevail are onboard with HEMO for a reason......
Good luck, Brighty
The global Leukemia Therapeutics Market size was valued at USD 17.34 billion in 2023, and is predicted to reach USD 29.05 billion by 2030....
https://www.nextmsc.com/report/leukemia-therapeutics-market#:~:text=The%20global%20Leukemia%20Therapeutics%20Market,the%20blood%20and%20bone%20marrow.
Hemo's MCAP is £50 million....
Good luck, Brighty
It's now time for Prevail InfoWorks to work its magic as the CRO for the upcoming Phase I clinical trial. Prevail has an impressive track record of delivering value by attracting partners and funding for licencing deals. This is particularly interesting for HEMO investors as the average licencing deal in our sector last year was $47 Million dollars....
Good luck, Brighty
Exactly. The HEMO rise in April 2020 of x 8 from 1.8p up to 15.2p didn't happen in one day it was a sustained daily rise over 7 days, see trading data below. i.e. Over 800% in just one week. Anything is possible with pharma shares.
In summary, tt the end of next week those selling today might be frustrated that they sold but if they are prepared to wait a year or so the HEMO share price could have a £ in front of it....
Date Open High Low Close
Apr 30, 2020 7.50 11.25 7.20 10.00
Apr 29, 2020 10.90 15.2475 6.70 8.00
Apr 28, 2020 5.00 10.80 4.70 10.20
Apr 27, 2020 2.265 4.50 2.265 4.35
Apr 24, 2020 2.07 2.3949 1.9663 2.275
Apr 23, 2020 2.2111 2.2475 1.92 2.025
Apr 22, 2020 1.837 2.70 1.71 2.225
Good luck, Brighty