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Shows an upgrade can happen quickly and be seemless ;
“However, olaparib's very low aqueous solubility has presented challenges historically in terms of "pill burden" and low olaprib bioavailability with Lynparza® already having been reformulated once whilst on market.”
This is what Merck paid AZ for 50% of Lynparza when sales were well below $1bn pa;
“Merck & Co. has snapped up half the rights to Lynparza in an $8.5 billion deal, $1.6 billion up front and the rest contingent on sales and regulatory milestones, plus potential licensing payments worth up to $750 million”
Sales were nearly $3bn in 2021 and are expected to rise to $9bn. There is no doubt the Merck relationship will complicate matters. But 004 has the capacity to be 3x the market of IPF.
Fantastic results, I find it interesting everyone looks at risk reward for their investments so why should AZ be different. $9bn pa revenue 2028 to 2041 the stakes are increasing, breast and prostate cancer, for a drug that has approval and is being significantly enhanced fast track is more than likely to be available. The threat of a US interloper has to be high therefore the risk continues to increase the threat that this could be introduced before the current version patent expires also increases.
“I am excited by our prospects for the remainder of the year and look forward to sharing results as they emerge."
Careless English or are we expecting more news before the year end…excited by prospects for the remainder….
Not a small problem “ Conclusion, About 44.9% of COVID-19 survivors appear to have developed pulmonary fibrosis. Factors related to COVID-19 severity were significantly associated with PCPF development.”
https://www.ncbi.nlm.nih.gov/pmc/articles/PMC8983072/
FFX yes I was bored, but the again the bod have now referred to the possibility of 002 having extended use. We do not know what is happening in the background but references to greater need for development in IPF etc means something is.
It wasn’t photoshopped I looked it up on their own website
Who is to say who has purchasing power can you tell a 7yo they do not want a Big Mac.
Yes 2 billion advert requests, but the amazing partnership ADDS 300m users a month to APAC advert fills they already have access to other games
“With Bidstack currently serving over 2 billion advertising requests across APAC each month, the partnership will establish an unrivalled offering for brands seeking to safely advertise to youths aged 4 – 24 years old in the region.”
I read it that they do not necessarily need to renegotiate the Azerion contract but expand it to additional countries, Azerion themselves have global expansion plans and they have probably made a fundamental error specifying where they are located rather than just making it a global contract. The discussions for access to the US market will be more difficult given Bidstacks growing structure. What I liked about the note was that October was already the highest grossing month ever and that was when the note was written. Significant increase in revenue!
This may have been said but it sounds that the MSA forbids Azerion making a bid for Bidstack also they expected to be the main revenue driver for 2 years. It looks like the contract specified the geographic scope of Azerion even in descriptive form this by default then limits the contract to those areas and it sounds as though they were not expecting the US expansion. This means Bidstack will not be cap in hand for revenue at the end of 2 years and a proper kick in the goodies Azerion growth aspirations cannot happen til end of year 2 when the prize will already be lost.
“email as a speculative and opportunistic attempt by Azerion to I
perceived weakness in Bidstack in an attempt to acquire Bidstacl
significant undervalue as part of Azerion's buy and build strategy
Bidstack has responded to Azerion with detailed information
demonstrating compliance with all areas identified by Azerion ar
disputing the rights reserved by Azerion. Bidstack has taken appr
external legal advice and has concluded that Azerion has no pre:
entitlement to end the MSA.
Consistent with its strategy to review and improve demand side
agreements, Bidstack will pursue discussions with Azerion in rela
MSA, which may yet change in focus, scope or detail, and it is an
that these discussions may be on-going for some time.
The contract continues to be operated on a business as usual ba
parties, with October already the highest grossing month, and w
November and December anticipated to grow further month on”
Market normally values placing 20% below placing price does that mean we are due a 20% uplift?
Patience is the most difficult thing and frustratingly so with NFX. We seem to be getting closer to NXP002 being marketable, results by the end of the year may increase activity.
I am curious about NXP004 as Lynparza IP orphan status runs out Dec2024 in the States, I was surprised at the cost
“How much is Lynparza cost?
Without insurance, Lynparza costs $13,886 per month. Addressing the cost of the drug, Jacoub said, “Insurance is obligated to cover it. The cost, honestly, is overwhelming and there's no question it's a burden.” He noted that the price is comparable to other special oral drugs in this area.5 Feb 2018”
This will significantly diminish when the drug becomes generic so how long for AZ not to protect its market
So new CRO in the States and new country Manager in Japan who is it Sony in Japan or Microsoft in the states?
Interesting that Tranilast is approved in Japan for the treatment of asthma. Asthma is caused by inflammation of the tubes that carry air in and out of the lungs. It's sometimes triggered by things like allergies or smoke. The treatment is oral makes you wonder where a nebulised form of 002 would help asthma sufferers
Also what is interesting as the existing 2 drugs become more available as they come off IP protection and are readily available the market will grow meaning the demand for the inhaled therapy will grow to reduce side effects
Interestingly it is the medical practitioners that apply the drug combinations as much those that attended the ERS conference not the manufacturers so 002 can be processed by any pharma to become a Standard of care mix. If it’s a $5bn market for the existing 2 drugs if the inhaled therapy is a benefit for both then 002 gets a share of the whole market, wonder what the mix could be to redone their side effects 50/50 ?