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There is an assumption that need to clear p1 or p2 to maximise value. That isnt backed by the data on deals. Preclinical is as attractive. Reason is big pharma can guide the development plan. Sar going alone in psoriasis say. Or a big boy putting it into 7 indications. Im expecting 28p minimum and this year as its ripe now.
Jury is out on this one. I am a gambler by nature. My position is sar have the mega patent on the chemical scaffold for jak inhibitors. As such they have the patents on the active sites. And its bull**** that allosteric is better. Its just a fact that we have the super patent so everyone else has to do next worse option. My opinion only and may be wrong. But i think the original.oxasole patent was and is a stroke of genius and priceless. Literally. Priceless.
https://youtu.be/LaJnjUAeAeQ
Jeff beck and the big time playboys. 4 to 6 bn . Patience. Hog heaven.
https://www.evaluate.com/vantage/articles/news/trial-results/no-hiding-toledo-disappointment-galapagos
Long history with galapagos. They bought our zebrafish. Gilead link interesting. Super weekend all xxx
Very off topic
http://viz.co.uk/2014/11/20/letterbocks-10/
Byt surprisingly relevant.
Can sell several mills in a pop. Cant buy without going to NT. More than 200k.
Chillax. https://youtu.be/TOI2krmRgMM
Its coming. Slowly. Roll a a big spliff. Pour some rum. And wait
not on my lisyt of suspects but now is
2 days old paper biogen funded on tyk2 market
https://www.tandfonline.com/doi/abs/10.1080/13543776.2022.2026927?journalCode=ietp20
and their strategic pivot into immune. and lupus pipeline
https://www.biopharmadive.com/news/biogen-turns-to-eye-immune-diseases-to-balance-neuro-gamble/559306/
on my watchlist now..
Consolation is being taken it will be over soon. From previous pandemics course and the south africa experience. Both are wrong imho and it may be here much much longer than expected.
1. Previous pandemics did not have reverse zooonosis where the virus goes human to animals. Mutates and back to humans.
2. Africa is a black swan event. The most plausible to me explanation is there is an endemic harmless similar virus there providing a high level of defence in the population both from catching it and from getting ill. Anecdotally my wife is african. Ive had covid 3 times. Suffered with long covid 3 times. She hasnt tested positive once.
False sense of security its going away. Imho
https://www.directrelief.org/2022/01/covid-infections-hospitalizations-spike-worldwide-as-omicron-spreads/
Bear in mind. The $270m raised sor far is not the mcap of esker. Its for a fraction of the shares. We should be multiples of current mcap if one looks at esker now, and shirtly nimbus. Hey ho. Wait for the market to catch up. Doesnt do us any harm in negotiations. Xxx
https://www.frontiersin.org/articles/10.3389/fneur.2021.639353/full?utm_source=S-TWT&utm_medium=SNET&utm_campaign=ECO_FNEUR_XXXXXXXX_auto-dlvrit
The very very interesting thing is it doesnt need to cross the blood brain barrier to work.
There is also a paper this week on tyk2 neuroblastoma im rummaging for.
Nimbus will have to raise money for trials. That will actually be very interesting as it will give a putative valuation on an early Tyk2 asset. Which I expect to be multiples of our current mcap. Then its a simple math for those approached for funds to buy some sar as better value at current SP.
https://youtu.be/l30_APBNPXg
Apols for those who have seen it before but im sure its linked to the surveillance decoys
There is an offer waiting in the wings. Either for tyk2 or the company. Pending 737 next steps (affects sar negotiating position). Think it will be sooner thanmany think. All imho but twitchy nose which i trust a lot.