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Early stage bad phase1 dev ( IDRx / Poseida) in this sector illustrates what Bp might consider.

Interestingly both these in selected oncology bringing novel advances.

Good to see market livening up,

Gmcc , noted .

Pleasing to see that on basis of IDRx example val would be x5.

Good to see at early phase review by GSK, ditto niche requirement attracted attention.

GL

Seems valuation under scrutiny .

Current ~ STS val gives guide in the event of offerer

Future ~ post current work k phase 2 x3-5

Thereafter?

The CDs silence may be golden ?

GLA

Luke Miels, Chief Commercial Officer, GSK, said: “IDRX-42 complements our growing portfolio in gastrointestinal cancers. This acquisition is consistent with our approach of acquiring assets that address validated targets and where there is clear unmet medical need, despite existing approved products.

Says it all

Taking a look at data , clearly promising efficacy tempts ‘ as and when ‘.

Avacta’s BDD’ silence might be equally golden.

NB In 1/1b trail at this point.

Https://www.idrx.com/resources/gsk-enters-agreement-to-acquire-idrx-inc/

Thanks for thread, illustrates company potential well.

Https://www.biopharmadive.com/news/biotech-pharma-deals-merger-acquisitions-tracker/604262/

Https://www.fda.gov/drugs/resources-information-approved-drugs/oncology-cancerhematologic-malignancies-approval-notifications

Https://www.fda.gov/drugs/resources-information-approved-drugs/oncology-cancerhematologic-malignancies-approval-notifications

Https://www.biopharmadive.com/news/roche-tigit-skyscraper-01-survival-negative-failure/733999/

Yup… and for what it’s worth here’s a 3/1 contender, despite the immunotherapy interest by BP.

https://www.roche.com/solutions/focus-areas/oncology

Background:-

- sales Dx declared and likely imminent

- phase progress solid

- enthusiastic support emerging in public domain from selected experts, in line with above position.

- significant M& A historically occurs at early development end 1/early 2 .

- great management team

GLA

Https://www.astrazeneca.com/our-therapy-areas/oncology.html

LL ..sound review and perhaps + ‘feeler’ on what CD has been up to too .. can’t really expect market support without itjus gf I’d suggest.

GLA

Https://www.fiercepharma.com/special-report/top-10-cancer-drugmakers-2024

Https://www.pwc.com/us/en/industries/health-industries/library/pharma-life-sciences-deals-outlook.html

Https://investors.poseida.com/static-files/687486a0-809f-4a4a-bcca-876d56bede41