Member Info for Mars1

Doing something legal

Jiving thanks so is that intentional or simply tardiness, it would be consistent with the subliminal message from Boston talking about 002 future, no future without a deal. So is it happening

Drago 1 posted the tweet from Boston any chance that you can produce the ERS tweet. The Boston tweet was odd as it finishes with a thumbs up usually an acknowledgment or induction something positive has happened

Has anyone got a photo shot of the Xpost. Never seen partner used before always prospective partner

Plotless Doesn’t apply see this from a general search “3 May 2017 — We recognize AstraZeneca's unparalleled expertise in the development of inhaled drugs, ”

Latest attempt to find an alternative medicine for IPF ends in failure

https://newsroom.uw.edu/news-releases/idiopathic-pulmonary-fibrosis-drug-fails-in-phase-3-trial

It took 5 days after Soups spot off a patent issue in June for the co to issue an RNS. We are now 7 days post a Soup spot in August so either they are on holiday or they are busy doing something else or they cannot be bothered or that formula is not of interest . Opportunity at leastto say whether talks are constructive or just talks

So FFX it makes the patents very valuable

Read it incorrectly patents have not been issued. AZ objection went in as soon as the FDA accepted the applications to be considered.

It looks like the lawsuits were filed as soon as the Sandoz and Natco patents were approved presumably AZ thought they would be rejected. This has not happened to NFX patents so we are in a different position. It would be good if AZ were on side but how long does it take.

The attached document shows there is demand for NXP004 under patent and an improved version of Lynparza, looks like Sandoz would be interested. I have to say this is less interesting than having the science community publish technical papers as to why NXP002 would benefit patients suffering from fibrosis, great marketing support to provide independent analysis to any company of the uses for NXP002

https://news.bloomberglaw.com/ip-law/astrazeneca-merck-sue-to-stop-copies-of-cancer-drug-lynparza

Jamboree day today cannot always expect quality signs of things to come if a deal turns up. 107m shares dealt out of 819m most unusual. No doubt some private client managers were in the mix switching holdings from main account to isa account for their clients lots of those deals, gave the impression it was more than one pcm as it was going on all day. Always not large holdings for those accounts as will give it a performance boost if anything happens but risk averse. But there were definite buys early on with p n d crew joining in. MMS seem happy to leave price positive so less on their books so a net investment end of the day. Doesn’t sound much like a placing offload. So who kicked it off? Is there a rumour in the city or did the pcm’s react to the price

Interesting independent article fully supports the use of NXP002 in fibrotic diseases

https://www.sciencedirect.com/science/article/abs/pii/S1567576924009445

“The iP piece becomes more important “ presumably from discussions had and that has just been completed. “In my opinion orphan status “ only in his opinion when in fact it can be applied for anytime and IPF is a given for orphan status . So what seems important from that text.

No excuses FX if you update a web page you have to get people (product buyers) to look at your website. No point updating it just for us we have Soup telling us what’s going on. Might as well tell the buyers direct. In fact if there is no public update it might be a measure of how far down the process the deal might be

RNS used to inform market (and they cost) of products and attract investors. Investors not interested until a deal evident by share price, only purpose would be product promotion hopefully they can inform interested parties direct

“As Lynparza’s patent protection will expire in the US in 2028, there is an anticipated downshift in sales post-patent expiry”

https://www.biopharma-reporter.com/Article/2024/04/25/astrazeneca-s-lynparza-to-remain-dominant-in-parp-inhibitors-market

Thought this was interesting especially the latter part where the new method has to be superior to the existing.

One of the key differences between the orphan designation process in the EU and US is that, in the latter the emphasis is on demonstrating the scientific rationale and disease prevalence, whilst in the EU there are two additional requirements: i) that the condition is life-threatening or seriously debilitating, and ii) that there is currently either no satisfactory method (of diagnosis, prevention or treatment) or that the new product will be of significant benefit over the existing method. Any product with a MA in any EU country would be considered to be a “satisfactory” method and, even where a product is not authorised, if it is widely used it may be considered to be satisfactory. In such a case, the applicant needs to provide a solid argument as to why the new method is expected to be superior.

FX you need to read Olders posts on orphans. Notice of approval does not happen from application. Notice if approved is 30 days from review meeting or 60 days if questions. Review meetings happen once a month around 21st/22nd, applications have to be in to meet the prep time to be submitted to the meeting. There was an IPF product reviewed at the meeting on 21/22nd May so the earliest we will hear is 22nd June. My own view is NXP002 has had a very thorough preclinical with substantive results so I would be surprised if there were questions. IPF is clearly an orphan case and Tranilast is already on the orphan database for another use. We can only hope it was NXP002 that was reviewed in May bit of a coincidence so must be a better chance than 50/50

Since announcing that the formal partnering process was to commence