Member Info for Yorkshirepragma

They’re going to cost( sadly) a mint.

Chemo will be here for a long time, and an enhanced offering will be well received . Eg AVA series.

I’d be amazed as an ex old bold pharma if this isn’t taken shortly .

See CC rhetoric about comms director,he’s ( very ) bust …oh yes he will be.

Stuff like this is the dream(s) of BP.

…

Don’t be silly. Here we have a scientific medic, well driven for the right reasons( the technology has great potential), ca C’est tout.

Team showing their ability.

With the other key element of ‘ deals’ imminent ( see Q&A AGM commentary) and proof of concept ,then bodes well.

GLA

For ref. CCs answers within the AGM. Q&A audio are fairly clear on COA.

Well worth a listen.

GLA

Https://www.verifiedmarketreports.com/product/salivary-gland-cancer-treatment-market/

Salivary $150 bn / STS $2 bn

CC commentary @ AGM illustrates this is target area from data.

Orphan indication route would be potential route.

DYOR

https://www.marketresearchfuture.com/reports/soft-tissue-sarcoma-market-5304

That’s Morphix! Spell check apologies

Https://investor.morphictx.com/news-releases/news-release-details/lilly-acquire-morphic-improve-outcomes-patients-inflammatory

Whilst immune only one of 4 at 2b , others in preclinical stage.

Illustrates that as per AGM , once proof of concept plus additional options are clarified*, value is developed ( *as per year end declared 4 targets)

An illustration of a BP calculated purchase.

Avacta potentially close to this position in next period.

GLA

Wilts , yes surprising! Brit Bank !

My other take from this ( and AGM new team rhetoric) is investors are there they just need reeling in.

They seem to have set their mind to it and have the right/good tactical ability to land a few?

I wait with bated breath.

GLA

Tech process ..

Novo Holdings co-leads £90 million ($114 million) Series A financing for Myricx Bio to advance a novel payload class for antibody-drug conjugates

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

Am so pleased that this created some interest. It’s a shame that all the ‘ conjecture’ is not always ‘additive’.

Last point is perhaps that CC’s rhetoric ,as an oncologist, is extremely heartening for the future of this tech. I don’t think I’ve ever heard scientific evidence enthused over like this before.

Also the. parallel pragmatism of the Chair suggests shareholder interests are well represented.

My take current position $1~2 bn based on previous biotech histories. And if the scope develops strongly then potentially higher.

Downside they need finance to make progress. So it’s a balancing act . As chair effectively states. ‘ bids will be taken on their merits’.

GLA

Awful lot of conjecture on this board. Reposting this for ‘ accuracy’.good reading

https://www.dropbox.com/scl/fi/z029dn70i8tlvaspj34u5/Glaziers-Hall.m4a?rlkey=bl20tjc8qah4i1rkjmlvuyoye&e=1&dl=0

GSA crowd are only ‘human…’see their hypocritical website.

CEO runs for cancer charities…and publicises it?!

Nuts…

Potential being recognised again. AGM rhetoric sensibly reset the agenda.

Developing data will attract firm interest .

Current state $1-2bn ( based on historical BP bids at developing stage(s)with potential)

Spec savers needed ..22 apologies.

Wishful thinking!”

Https://www.biopharmadive.com/news/biopharma-deals-mergers-acquisitions-2022-first-half/626798/?utm_source=Sailthru&utm_medium=email&utm_campaign=Newsletter%20Weekly%20Roundup:%20BioPharma%20Dive:%20Daily%20Dive%2007-09-2022&utm_term=BioPharma%20Dive%20Weekender

That’s probably the strongest set you could engage. They’ll not be interested in wasting their precious time and reputations !

Https://www.marianaoncology.com/