Beyond my knowledge. Im a fundamental investor. Bit of ta. Mms advisors inside tracks outside my sphere of knowledge. But some new additions here who seem to know whats up. Not my bag. My guess is iffers on the table. Contingency plans to bolster negoyiations but its biotech. Months turn into years. Not my area of expertise so just riding the fundamentals myself.
Moving jobs and pc i may have lost my spreadsheet comparing the key tyk2 competition. But if you can be arsed one of the original tyk2 patents lists c 30 molecules with their nc50 values against the 4 jaks. 4 of which looked "exquisite" to me. Too old for now but ill have a rummage tomoz in my drawers to find it. Never know may find a cheesy wotsit whilst rummaging ;)
Must read if invested.
Takeaways. Pfizers "tyk2" isnt actually a tykt 2 inhibitor but a pan jak inhibitor from the data.
I disagree with the article around allosteric. I think we have the patent on the catalytic site. But very very good summary.
https://lifescivc.com/2021/03/selective-allosteric-tyk2-inhibitors/
Its biotech. Soveducated gambling as ever. Pfizer. Only other tyk2 jak1 combo. But my analysis of patents (several years ago) not so selective against jak2 /jak3. So my hunch is heading for black box warnings a la filgotinib so pulled out. Imho only. But if tyk2 jak1 is better than pure tyk2 (which i believe). It does become a 2 horse race. Bms (pure tyk2). Sar combo. Its gambling but the market size is staggering.
https://www.evaluate.com/vantage/articles/news/snippets/pfizer-bows-out-tyk2-race
Fax. May not be helpful and dont wish to quack. I was floored by long c for about 5 months. No gym. No weights. No hospitals or doctors. No walking. Just napping and holding down a job inbetween. Once the worst had lifted started exercising. Broke a bone. Blood tests etc. Effing vitamin deficiency (from not doing normal stuff like walking and exercise and sunshine). I spent a year thinking i had parkinsons being stoic and not telling anyone. Effing vitamin b deficiency similar symptoms now all gone. Long c is a pain and everyone different. But dont be shy of seeing your gp and getting blood tests as unintended side effects happen from just being knackered all the time. Good luck with it
Hmm. I was futurecasting covid 2 years ago. But laid off about 6 monthsago as it was unclear where it was going to me.
I had thought this would be the last wave. Changed my mind and think we may have 8 years. Ill bung up a separate c19 thread so the bored can filter this subject. Basic gist is vaccines becoming irrelevant over time (like flu). Reverse zooonosis (animal's catch it from hoomans fairly unique) and vaccine inequality mided with global travel. My futurecasting hat 8 years. Ill bung up some expert links later. Xxx
Apols for erratic posting hours. Mix of **** but we will have wotsits nurses available.
The constraint has always been funding. How fast can we research . What programs to prioritise.
Ooh. Which tyk2 do we focus on. Psoriasis ? Poc 5 years ago. Can be topical. Easy win.
OR. Go lupus. RA. Sepsis. Diabetes. All at once. Funding not really an issue anymore. P1b studies another $10m or 5% dilution. Which may well come from srra milestones shortly. We are not in resource constrained world anymore. Its not a widows and orphans stock. Jfdi. Dont give a toss as long as there is a plan and they can keep the milestones. Back for my sleepy time with nursey. Xx
I personally think its completely out of tims hands. He gave up his shares in lieu of salary. 3 months later shares went bang. Obvs had no notice or out of the loop. Nimbus suing celgene over tyk2. Pfizer seeing some data to drop theirs. Black box warnings jak2 jak3. The commercials move faster than our bod i suspect. Ill trust my judgement on deal timing rather than tims expectation. Its out of his hands. Gla
Or the usa equivalent which can equity invest in companies. Nb sepsis reference.
https://centerforbiotechnology.org/who-we-are/barda-drive-accelerator/
https://gatwickcitytimes.wordpress.com/2020/12/23/december-23-2020-porton-down-1940-2000-from-biological-warfare-to-healthcare/
The way it works is govt can use IP for defence purposes. But still belongs to original owner who can on licence and get a share from any govt onlicence. Strangely i know a bit more about this than is normal even for me.
as its Friday.. |Were the decorators Bend Dover |& |Phil Mcavity. Bit of a digression but |I actually met |Ben Dover at an awards. |He really exists and is father to Tiger Drew Honey (of my family fame). can google but NSFW
https://www.ox.ac.uk/news/2021-08-10-new-research-preventing-infant-deaths-due-neonatal-sepsis
I may be an idiot savant. Possible. Or its staring you in the ****ing face. Nursey says its time for me to have a lie down now. Hmmm mumsy xxc
I know im a boring ****er. And ive banged on about this for years. But its 20% of global deaths. Mostly poor women and children. And i will not shut up on it.
https://www.who.int/news-room/fact-sheets/detail/sepsis