RE: HEMO RNS Re Establishes the Route Map to a £1 SP.14 Feb 2024 07:41
Worth re posting Brightys info from yesterday
In answer to your question, the likely candidates to gatecrash the party with an acquisition of part or all of HEMO would be:
* AZ: It has a track record of paying billions for smaller innovative pharma companies. e.g. it acquired CinCor Pharma for $1.8 Billion and paid $1 billion for KYM Bio and $2 Billion to partner Quell Therapeutics.
* Eli Lilly: HEMO have already had dealings with them in the past. They acquired Versanis for $1.925 billion.
* GSK: It needs to replenish its patent pipeline. They could be on the hunt for HEMO. They recently paid $1.4 Billion for Aiolos Bio and also acquired Affinivax for $ 2.10Billion. They also paid £1.6Billion to buy Bellus.
* Thermo Fisher: They acquired PeproTech for $1.85 Billion.
* Pfizer: They paid £6.7 Billion to buy Arena.
* Sanoffi: They have been pipped to the post on 2 deals recently. i.e. Biogen's $7.3 billion acquisition of Reata Pharmaceuticals. They also lost out on buying Horizon Therapeutics to Amgen who paid a massive $27.8 billion.
First things first, though. A licencing deal is the next most likely deal to come HEMO's way. The average licencing deal in our sector in the last 12 months was $47 Million.....
Good luck,Brighty
Brighty1
Posted in: HEMO
Posts: 2,443
Price: 3.375
No Opinion
RE: Thoughts13 Feb 2024 07:25
Prevail are onboard with HEMO for a reason. i.e. to hopefully secure a lucrative and long term licencing deal. The alternative to this could be that a major global player has gate crashed the party and has offered an even bigger licencing deal? That's how big pharma operate. Afterall, the R&D departments at the big companies will have been fully aware of the FDA application and process. Perhaps, they have been waiting for the FDA sign off before pouncing?
Anyway, lets get back to the bigger picture rather than cryptic tweets. The big opportunity for HEMO now that we are a P1 clinical company is that most license deals by big pharma happen at platform and discovery stages. That is HEMO now.
Some of the licencing deals over the last 12 months, below, have been mouth watering. Could HEMO be next?
* Akeso paid $500 million upfront by Summit Therapeutics in 2023 to in-license ivonescimab. Additionally, the partnership outlines a potential deal value of up to USD 4.5 billion.
* Alnylam received an upfront cash payment of USD 310 million from Roche in 2023 to co-develop and co-commercialize Zilebesiran. Additional development, regulatory, and sales milestones could potentially elevate the deal value to USD 2.8 billion.
* Evotec paid $50 Million upfront in 2023 by Bristol Myers Squibb. Tiered royalties on product sales further underscore the financial commitment, resulting in USD 4bn potential deal value.
* Kelun-Biotech paid an upfront $175 Million by Merck in 2023 to co-develop preclinical antibody-drug conjugates. Future development, regulatory, and sales milestone payments,
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