Member Info for Mars1

25th Nov since clinical results since then it has been reorganisation, despite RNSs saying continued progress no updates have been received

Lot of excitement around the net on the FDA approvals for breast cancer for Lynparza, this is a huge deal

AZ announcing results Friday have to bear in mind any deals will only be announced when it suits the majors.
https://www.marketbeat.com/instant-alerts/nasdaq-azn-earnings-date-2022-04-2-3/amp/

You have to laugh at this, have to say one of my pet hates are all ‘professional’ share scribes who manipulate pi’s, the Motley Fool by default is recommending NFX as a buy and hold, he is actually recommending AZ and Merck as a forever hold because of Lynparza.
https://www.nasdaq.com/articles/2-dividend-stocks-to-buy-and-hold-forever-0?amp

There are deals done pre clinical and phase 1. There is greater risk a blockbuster drug will attract interest from elsewhere, with $9/10bn sales pa there is a higher chance a competitor could take a good chunk of the sales relative to the entry cost making a deal worthwhile.

Royalties paid by Biogen in excess of 10%.

Sorry forgot to attach the relevant doc.
https://pharmaphorum.com/news/biogen-protects-tecfidera-1-25bn-deal-forward/

Thought this might be of interest just as an indicator of the potential of 004. Tecfidera was repurposed in 2019 by Forward Pharma. Biogen paid Forward $1.25bn up front with royalties to follow. Annual sales of Tecfidera were $4.4bn. This year Lynparza has sold $2.4bn but with FDA approvals in March this year sales are projected to pass $6.5bn in 2026 and $9.7bn by 2028.

New publisher
https://mobile.twitter.com/upto2m/status/1518991412360093696/photo/1
Over 2 billion

I cannot recall a brokers note from Stanford re value of assets, the previous broker valued 002 with $1bn sales at $460m, so Tranilast sales have doubled, IPF unfortunately is a growing problem, and lynparza sales could be $9bn pa, think probably 1p a share is a little undercooked

I am hoping they are too busy rather than just tardy. The sales pitch is they are keeping it as low key as possible to keep AZ on side. The downside for us (share value)if the US pharmas got wind of this it would be like a gold rush given the recent FDA approvals all major pharmas would do anything for a 20 year patent on a lynparza derivative. This has probably moved to lead asset given $9bn projected sales.

I have posted this article once before it is now even more particularly relevant as lynparza heads towards annual sales of $9bn per annum by 2028. The Merck interest also has a benefit as there are 2 majors already interested in extending patents.
https://www.fiercepharma.com/special-report/top-15-blockbuster-patent-expirations-coming-decade

This article is interesting, always wondered about the Merck relationship with AZ, Merck paid AZ $1.6bn upfront plus $750m for certain license rights for a 50% share. This could really cause complications, with a patent 004 will be lynparza+ as we have been told it performs better, if AZ adopts 004 and obtain a 20 year patent, will Merck lose out on future sales which are expected to accelerate with the recent FDA approvals.
https://www.evaluate.com/node/17689/amp

Jiving not so sure there is even 004 to have a run at. The last RNS on the 004 patent said they were continuing to investigate the future commercial value of 004. That to me suggests if sales of lynparza reach $9.7bn a year in 2028 either they were trying to work out the value of patent protection for 20 years or they have not finalised discussions with AZ. Whatever the status it is underway which is why it did not fall under the bd role of Dan.

https://academic.oup.com/qjmed/article/115/4/249/6545300

FX re one question has AZ being contacted this is from the RNS 28/3 and it of course depends on the accuracy of the wording but this says they continue to investigate the commercial opportunity.
“We are continuing to conduct further research and development activities on NXP004, as well as investigating future commercial opportunities. Whilst there remains much to be done, I look forward to making further announcements on our progress in the future."

Nice to have buyers even with all the moaning minnies

Dan presumably not sitting twiddling thumbs, does durability warrant an RNS when co has said it is already due and will kick off bd

Dan was appointed beginning March, so has the Data arrived? This is what the website says;
The final planned study as part of the NXP002 pre-clinical data package is an in vivo study investigating the durability of the pharmacodynamic effect. The Company anticipates receiving the data for this study in early 2022 prior to seeking licensing/partnering opportunities.

Add Walmart to the advertising list largest US retailer
https://pbs.twimg.com/media/FPvGLp-XoAUOEWH?format=jpg&name=large