RE: Dose escalation "it does look like they may have achieved what they did in mice, in human."4 Feb 2022 18:49
It’s a funny one this isn’t it really. If it works it’s worth billions. Even with a potential fundraise and dilution it’s worth a fortune in what the rag tag will call bags. If TMAC works it’s worth a lot more billions. If AVA works it’ll fund TMAC through clinic. If they both work they can massively expand the company and Affimers will fly off the shelves. If all 3 IPs are a success, PreCision works, Affimers help TMAC to work, Daewoong, Point and LG have success via our license deals, then how many billions is this worth? Anyone? The target markets are 1.5bn and growing for AVA6k, 56.5b pa for PreCision as a whole at 10% of the market, 200bn per annum for therapeutics inc both platforms and a 100bn market pa for MAbs disruption with Affimers. If we get dilution then it’ll be painful for a short while. We may as has been pointed out get funding via a license deal for Val or Dox. We really don’t know. But we need a very small amount of success here to make the current situation seem quite amusing one day.