Divide & Conquer vs. Unite & Build?14 Jul 2023 09:24
Firstly GF 6.31 - you are spot on and post highly recommended.
As a PS to that, maybe Cossery is only too aware of the difficulty that smaller Biotechs with disruptive technologies (such as Moditope) face when trying to enter into, and compete in, a market with established, deep-pocketed CPI investment. There will be resistance from HCPs who may be averse to switching their current treatment protocol to a new monotherapy. There will also be pushback from established pharma who want to protect their CPIs' market share rather than see it diminish. Sure, Divide and Conquer is a strategy, but it's a much longer term play and big pharma won't want to cede any of their market easily or readily.
So the alternative is to engage with pharma and position Moditope not as a threat but, when used as a combination therapy with CPIs, something that will improve outcomes, maintain/increase market share, and extend patent life. Frankly, as a pharma, why wouldn't you?
There is also a third way of course, which I think we all thought was the direction of travel before Cossery (and Monday's RNS) - that of trying to do both: position both as a monotherapy (and therefore directly compete with big pharma) while at the same time trying to get into bed with pharma as a combination therapy. However, trying to run with the hare and the hounds at the same time is never a good idea IMHO. Maybe Cossery thinks likewise.
Lastly, Lindy talks about the 'sweet spot' she is aiming for with the Modi/CPI combo approach. She may be referring to a therapeutic sweet spot here but maybe she's referring to a commercial sweet spot too: one where Scancell can satisfy pharma's desperate need for an extended patent runway both quickly and lucratively.
In other words, Unite and Build.
AIMHO. GLA etc...
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