Member Info for Mars1

The drugs for Lung Fibrosis have only been around for a few years, and there are a number of new drugs that are being tested, and we are very fortunate at Royal Papworth to be a part of clinical trials looking at brand new drugs.

https://www.papworthhospitalcharity.org.uk/FAQs/clinical-trials-and-research

Debrief read esbriet .

1.2m suffer and it is increasing debrief and one other drug available.
https://www.businesswire.com/news/home/20191104005337/en/Global-Idiopathic-Pulmonary-Fibrosis-IPF-Market-Spotlight

Dr

In September Dan was cautious along the lines discussions but still may not to a deal this time more confident should be concluded Q1 not surprising no one releases data on a whim.

Tissue results from Newcastle but they said exchanged so they have received results from earlier Tranilast tests

What I thought was telling is they have exchanged data with the potential NXP002 Japanese pharma. Could be everything else is settled.

Professor Kaminski from Yale has tweeted
Naftali Kaminski
@KaminskiMed
·
Feb 17
Did small airway disease just become a feature of IPF? Read this superb editorial that integrates the two recent papers on loss of small airways in IPF

Also forgot to mention this is ground breaking research airway measurement has never been done or results proved before.

Should have said no one else has an inhaling therapy

That report below is now public information from leaders in their field and will be read by all the leading pharma companies in IPF. No one has an inhaling therapy.

Now it is clear why inhaled therapy is the best route for NXP002 from the best brains in IPF

Article by many including Muhunthan Thillai
On IPF and airways
https://openres.ersjournals.com/content/6/1/00290-2019

Interesting article with the following quote “ Everyone is looking into the same direction, for example, immuno-oncology. So sometimes you have to just buy time by acquiring products and companies," Sakai said.
https://www.spglobal.com/marketintelligence/en/news-insights/latest-news-headlines/50551922

Scary agree. 004 is oncology market based, the estimate for that market in 2026 is US196.2bn
https://www.medgadget.com/2019/11/oncology-drugs-market-size-and-share-worth-us-196-2-billion-cagr-of-12-3-by-2026.html

Soup not exactly the words he used, he said no one would agree a deal of that amount pa. Deals are always basis points of either gross or net sales so the royalties totally dependent on product success. Can be higher or less.

PS the interest in the global pharma is Merck originally developed the forerunner of 001 and Chris Blackwell has Roche on his CV.

Forgot to attach evidence
https://www.bccresearch.com/market-research/pharmaceuticals/lung-cancer-therapeutics-markets-report.html

The global lung cancer market is expected to reach £26bn puts IPF into context

Just listened again to the Q&A dated 5th Dec. Dan said they had already discussed the IPF solution as an inhalation therapy with potential interested parties and they had agreed it was the way forward. It was then the RNS on 24th Dec that said the partner was in place to develop that delivery method. Also what was interesting that he thought they could go down the cancer cough route for NXP001 with a potential global pharma and this market is huge and includes Roche and Merck.