Member Info for Mars1

If the forecast is correct Lynparza will be the 6th ranked drug in the world, that will be worth a few bob
https://www.nature.com/articles/d41573-022-00047-9

This is why I believe Lynparza is massive annual sales will far exceed Tranilast and it will become one of the world leaders
https://www.marketwatch.com/amp/story/svb-leerink-astrazenecas-lynparza-could-bring-in-97-billion-in-sales-by-2028-2022-03-14

Website update is an easy option not significant effort however text must be concise and accurate so it suggests they do not have free resource or it compromises current events.

PS had one thought re no6, they may have been appointed, May have to give 6 months notice and Cannot be announced because of current post.

How many tasks are there to do;
1 Sell 002
2 Sell 004
3 R&D 002 - outsourcing
4 R&D 004 - outsourcing
5 Update website
6 Appoint CEO

So nothing happening with 5&6, we have not had an update on 3&4 that leaves 1&2 or hols

Still massive as they did what they said a year ago

Apologies thought it was for this ASCO coming up

Massive
https://www.fiercepharma.com/pharma/astrazeneca-merck-to-expand-lynparza-s-blockbuster-territory-big-early-breast-cancer-showing

Merck to present extended pipeline for 6 drugs including Lynparza at the ASCO meeting in June
https://stockhouse.com/news/press-releases/2022/05/10/merck-to-present-data-at-2022-asco-annual-meeting-highlighting-promising

Also it shows that the counterparty(ies) were wanting to progress discussions further to appoint DG formally.
PS He May be the next CEO if negotiations are concluded favourably might be what AR meant about the appointment progressing well .

Yes Soup agree, in isolation it could be read as picking up where DG previously left off ie going back to past contacts however also with DGs comment regarding formalising his role it is clear they were referring to current discussions already underway and before 2/3.

This caught my attention from the RNS 2/3 DG said
“My detailed knowledge of previous development strategies, commercial discussions and continued commitment to the success of the project and the Company will now be brought to bear in a formal way, ”
Does that mean he had provided some informal guidance and it had reached a level that it had to become commercial.

Chabs good point, wonder if DGs appointment as BDD was reactive to queries or to be proactive, as we had a number of papers on Tranilast trials recently.

Not just updates but also the website has not been updated so does that mean they have gone on hols or are they in serious discussions and are in lockdown?

Tranilast to gain substantial traction 2026
https://news.marketsizeforecasters.com/tranilast-market-208186

“The competitive landscape of the Tranilast market is defined by key players such as BioChemPartner,CarboMer,Cayman Chemical,AOBIOUS,MANUS AKTTEVA BIOPHARMA,FUJIFILM Wako Pure Chemical Corporation,Enzo Life Sciences,Adooq Bioscience,LGM Pharma andDaiwa Pharmaceutical.”
https://news.marketsizeforecasters.com/tranilast-market-208186

Sorry Soup quite right incorrect phraseology just a bit knackered from a family trauma. Meant US patent office srticle attached
https://pharmaphorum.com/news/biogen-protects-tecfidera-1-25bn-deal-forward/

Interesting position to be in from the Trifecdora Biogen eg they did not take the risk waiting for the patent from them he FDA however it did affect the terms which were then enhanced with the FDA outcome. We have a precedent with NXP002 where the FDA have issued a similar patent.if the Bod have said you have first refusal then we will have to wait as AZ will not need to rush, however given recent FDA approvals any US pharma will put pressure on AZ.

Filter it’s a different ball game. When we started it was a 1bn blockbuster it is no longer, it is now a 9bn pa Superdrug. It is becoming one of the world’s top ten drugs.

Merck announced record results, with Keytruda being its main drug at $4.8bn. Forecasts suggest Lynparza will overtake this figure.
https://www.fitchsolutions.com/pharma-healthcare/merck-co-raises-guidance-back-stellar-q122-results-03-05-2022?amp