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Three mutations in the Epsilon coronavirus spike protein dampen the neutralizing potency of antibodies induced by current vaccines or past COVID infections.
https://www.sciencedaily.com/releases/2021/07/210706093857.htm
Thank you for sharing this excellent research RMM. The valuations are a little mind blowing.
BUT I keep thinking of the autoimmune treatment market and how analogous it is to diabetes. I work a lot with pharma and biotech and to see the revenue Novo Nordisk have for diabetes treatment-insulin is just staggering. I can now see a future where sufferers of IBD, Colitis, atopic dermatitis, psoriasis, SLE, RA - even MS all are prescribed SDC-1801 to stop the flare ups and pain - also known as the cytokines storm.
A bigger market than Insulin? Possibly.
Yes I second that. I added another 500K this year mostly thanks to you Thoth2. So like many on here I owe you a lot already for the knowledgeable insights and confidence to hold during the <1p days. Hope I can send a tipple your way once SAR gets it’s deserved buyout.
This really helped me understand the role of Tyk2 And the jak family in controlling response to Covid-19. Not sure if it’s been shared before, probably has as this is a well informed board. GLA, here’s hoping for a £1!
https://www.cell.com/trends/pharmacological-sciences/pdf/S0165-6147(20)30143-7.pdf
They have burnt through £1M in the last 6 months as this has mostly been written down for running the regulatory preclinical studies on their two new TYK2 candidates. The cost of these studies will be mostly all counted for now except for any extra end points required by the regulators. So adding in salaries and travel/marketing expenses for the last 6 months the real burn rate is very lean. Individual preclinical packages like this can be easily £500K a go, so they have negotiated well. Costs for the rest of the year should remain low. It surprises me that you think this is bad as being a Dr you must surely know how these studies work.