Member Info for Mars1

“These attributes position NXP004 for applications in line-extensions for the currently marketed product, or for possible development in future first-to-generic products. The Company has commenced discussions with potential commercialisation partners.”

There is no current generic version of Lynparza what are AZ options. If they decide not to sign up NXP004 as the new Lynparza patents expire between 2024/2029 with the first having already expired. If they sign up NXP004 to replace the existing formula of Lynparza the patents will run to 2041. Again if a generic product comes to market it will reduce their market share and the risk that a major pharma could be interested the risk of the generic product taking a substantial part of $9bn market grows. The results comparing Lynparza to NXP004 showed NXP004 as having a better formulation for manufacture and bioavailability. So if it is brought to the market as a generic product that will probably prevent AZ adopting it at a later date with the Lynparza brand.

With $1.37 trillion of firepower available for the industry's top 25 companies, expect M&A activity to heat up in 2024 after a surge in activity at the end of last year. EY

https://www.fiercepharma.com/pharma/pharma-firepower-late-ma-surge-23-bode-well-prospects-24-report

Seems the underlying message from the RNS is that discussions re both programs are still progressing “as we progress partnering interactions for these programmes.” Not expecting too much extra cash from patent sale but enough to profess programs

In interviews very difficult to always get the phraseology right but there is a clear reference to partners in this part of the interview

“Therefore, typically what happens is that during these discussion, data is presented to potential partners, sometimes partners like to see an additional experiment repeated or an additional data point collected. A transaction such as these will allow Nuformix to go off and do that, effectively dealing with any objections or questions it receives as part of that partnering process.”

However what is interesting is prospective partners would only ask for repeat tests if there is serious interest

Confirms what was written in the last part of the RNS that they are in discussions to license both 002 and 004

I like this part of the RNS

“enable the Company to progress our core NXP002 and NXP004 programmes and respond to requests for additional data as we continue partnering interactions for these programmes."

This either means they had stopped partnering discussions and can now recommence or that discussions are on-going for both 002 and 004 and it is the exchange of research data which is taking time the latter sounds good to me

A lung duration test is “You'll need to hold your breath for about 10 seconds and then breathe out normally. The level of gas that you breathe out will be measured to see how much oxygen has been carried from your lungs into your blood. The test takes about 10 minutes.”
So no tissue required IPF versus healthy lungs.

“our aim now is to generate datasets from three donors in both human IPF and healthy lung duration of action studies. These data can be generated quickly ” Reckon they already have it, last data from IPF tissue took 6 weeks was not described as quickly and it sounds as though the next info is comparing with healthy tissue.

Clever move, big 4/5 whatever they are as accounting firms do not come cheap, so it helps keep pressure off the cash flow. Despite NFX being straightforward any new firm will do a deep dive and will want reassurance before signing off. Also doesn’t distract from whatever is happening having to hand hold new firm. Are they expecting a windfall in time Dior revised accounts date?

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….

European Respiratory Journal
“Flagship Respiratory Journal”
Mainstream

The 1 share blarney is curios enough but I find it odd that we do not have legal tender small enough for this share

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.

https://www.ncbi.nlm.nih.gov/pmc/articles/PMC9383587/

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