Firering Strategic Minerals: From explorer to producer. Watch the video here.
As we approach or are in the hot deal zone. Multiple parties. Multiple indications. Multiple deal structures.
1. Its tòo muchwork for the NEDS. And need some support
2. Some professional advice in advance of a refusal/ recommended deal always good from a governance viewpoint.
Just a musing no more. Gla
Still here.
1. Niw have rhe best broker
2. With best research team
3. Best contact book
And can do end to end advlsory on any deals
Whats not to love?
And everyone please stop being horrible to each other. Sometimes its mire more disruptive than the wombles. A little kindness and politeness goes a long way. Gla xx
Ref the merck pandion takeover. Rmm is the proper numbers man but our addressable market top of my head must be 20 times larger. Which would give us a 100 bag at least from here. In no rush . Bought my first tranche 2008 at c ,18. And been adding every year since. Dont think it will be a year but much sooner this time. Gla
Would explain much this year yhat we dont know about.
https://www.fiercebiotech.com/biotech/pandion-s-secret-to-moving-a-65m-merck-offer-to-a-1-9b-done-deal-a-year-just-keep-saying-no
Lupus. Leadingdrug is benlysta. You gueed it gsk. Its IV or injection. Comes off patent in stages in us between last year and 2026. Havent got around to looking at other indications yet.
Latest womble banned by 9.45 my bet.
Wouldnt get hung up on intraday. Big move will be after our version of the analyst presentation. And the big commercial news (plural) will be dictated by the larger partners not us and their timescales. A little patience (not much). Im buying dips. And womble shooting for fun. Gla. Off to hibernate awaiting readers presentation on the first for the meat. Gla
It is increasing desperation from whoever has been funding uncle Bulgaria's extension. About to get the biggest sequence of news drops in sareums history. They dont have the stock. The stock is now in the hands of lths. Just report and ignore. Going to be a wonderful christmas i believe xx
Its always been a big deal to cruk/crt. Apart from being co inventors (and having on licenced more drugs than any other organisation in the world). They give a big **** and spent their own money post licence furthering it. Gives us huge confidence in the quality of the research and the molecule (which explains why our "exquisite selectivity" has left us as the only chk1 in the game.
We now have.
1. Safety and prelininary safety data.
2. Triparna sen research as an effective combo in lung cancer (unmet need) in combo with pd1/pdl1. Ill finger keytruda merck coming off patent 2017
3. Neuroblastoma tweet from parker today. Huge unmet need and several old papers from cruk on our compound in this childhood disease
4. Parp combos this week. Niraparib (janssen). Olaparib. In cancers incl ovarian with poor outcomes.
5. Wee1 combo papers this year. Azd1775 front runner. But there is a new kid on the block via schrodinger.
So as we move to a cancer combo world. 737 is the only chk1 available and safe. And looks like it will work in multiple combo situations. My swag estimate has been 40% of solid tumours. The milestones would be nice. But a 2.75% royalty on any of these is c $200m pa. Or a ten bag on the sp conservatively. But we work in pharma years. But looks like chk1 has come back to life and may give us a very pleasant surprise soon (no surprise to me. I started acquiring these initially because of the quality of the chk1 research all those years ago)
Immunotherapy is the great hope for next gen cancer treatments. It gets your own immune system to attack the cancer (which it usually evades) meaning lower doses of drugs. More effective treatments and fewer side effects. Basically a poc with parps (all approved) and chk1 (we are the only runner and have completed a p2a with gemcitibanee). So relatively fast route into trials. Note niraparib (one of the parps) had previously been lined up for a combo so janssen already have it on their radar.
Increases the odds of a chk1 onlicence to a big boy. In mass market indications (eg ovarian) that are hard to treat. And a new dawn of kinder cancer treatments. Gla xx
Supplementary similarities c19 tuberculosis cytokine storm.
https://www.ncbi.nlm.nih.gov/pmc/articles/PMC7789731/#__ffn_sectitle
If only there were philanthropists who invested in sepsis tb malaria in the developing world.
Potentially yet another indication for the the research nerds amongst us.
https://www.sciencedirect.com/science/article/pii/S0002929721000513
Ive got some stuff from this year on similar in malaria but cant put my hands on it at the moment.
Agree steve. We have a great deal of news over next 10 weeks. Im expecting a ten bag on covid cta and supporting data alone. Let alone other news. (737 trial commencement in US plus assocuted milestone. 1802 on licence) going to be a nice xmas methinks.