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“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 ?

Market heading north as we all get older $5.4bn but there is some stark observations that can be addressed with some positive action
“What does peg the market though is the fact that the treatment is pretty unidimensional. There aren't many options available when it comes to the kind of treatments which are available in the market for this kind of a disease. This is why the treatment options are not going to be available anytime soon. This pegs the global idiopathic pulmonary fibrosis market back a bit.”
https://www.prnewswire.com/news-releases/idiopathic-pulmonary-fibrosis-market-size-to-hit-usd-5326-8-million-in-2028--growing-at-7-1--cagr-says-brandessence-market-research-301560822.html

The publication date was 18 months bang on schedule the ave time is 23 months which I
Was August so overdue but that seems to be the case with everything atm

An RNS would not be amiss to say patent approved

Has this now been approved it seems to now have all the attached international territories
https://patentscope.wipo.int/search/en/detail.jsf?docId=WO2022058785&_cid=P10-L8BBWP-77851-1

Either they have nothing to say or there are questions they don’t want asked

RNS of late have been regular must be everyone has withdrawal systems, not only have they been regular the quality over the last theee months has been good. The frustration at a guess is that news could be due or with two thumping good products there is hope and sooner will be better.
RNS issues;
Aug 4
Jul 3
Jun 3
May 2

More independent comment from pharma analysts
https://www.europeanpharmaceuticalreview.com/news/173519/big-pharma-deal-making-primed-for-acceleration/

https://www.fiercebiotech.com/biotech/biopharma-ma-2022-different-animal-drugmakers-coffers-lined-17t

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“The second quarter was one of the busiest three-month periods for acquisitions in recent years. Some industry watchers expect that pace to continue.
Published July 8, 2022”

From the above article
“Looking ahead, the PwC partners expect dealmaking to continue. They believe large pharmaceutical companies will pursue acquisitions to, among other reasons, bring in new drugs that can help offset the expected losses should some of their key products lose patent protection over the next several years.”