Member Info for Yorkshirepragma

BV. Re ‘ deals’…

Only ‘ concrete info’ within Commercial Director appointment RNS…’ interest expressed’.

Plus AS chatter.

GLA

Al.

Value ,cf similar status.

Stage 1 - $1~2bn

S2 - $2-4

+3 +++

Only to the right buyer however.

Data in past t/o data.

The science looks good and inclusion of ‘neive participants ‘in the cohort gives confidence.

GLA

Steve, yes agree. As a + there is potential and med history vis Dox might predicate acceptance of efficacy .

As a not, there are other STS treatments and succefull( ish)

Nevertheless…

Https://link.springer.com/content/pdf/10.1007/s10198-023-01639-x.pdf

Conjugates favoured,

Let’s see…

TG being led by advisers ,as no previous experience of raising. However its completed…move on

Good point

https://www.jpmorgan.com/content/dam/jpm/commercial-banking/insights/life-sciences/jpmorgan-q2-2023-biopharma-licensing-and-venture-report.pdf

Licensing typically $20|30 bn pQ

Fair chance then

Glad a few enjoyed this reflection.

The parallel view vis Avacta, is that subject to continued positive data ,the development process are heading rapidly near to a similar status.

Add to this the ‘ platform potential ‘ of affimers ,then potentially a VIP platform for a BP .

Yes doubts until all hurdles cleared ,but recent data very hopefull for all.

More than 50% chance…where did I hear that from, as well as holy grail etc.

Unusually strong rhetoric for a cautious scientist.

NB see latest video for great summary of science.

Regards

Https://ir.alpineimmunesciences.com/news/news-details/2024/Vertex-Enters-Into-Agreement-to-Acquire-Alpine-Immune-Sciences/default.aspx

Bella, ….good comments if you don’t mind me saying so.

To add ( as pointed out) the stage we’re at isn’t fully watertight yet. However in DD terms Affimer conjugates are atypical and might be therefore attributed a lesser risk.

Positively there are several Av comms referencing deals ,so with a ‘ completing ‘ study point coming near term chances are potentially +?

At the same time AS has been with this for a decade plus , so to loose ( poor term takeover ) now would be a kick. Don’t believe that’s on the cards having seen the mettle of this chap first hand.

There are examples 23/24 of takeovers at this stage of $1-2bn , so with a ‘platform vehicle ‘rather than a drug set ,you never know.

All to 0lay for…

GLA

Gje. Well said.

A most heartening aspect of using this mechanism might be paediatric oncology where ‘cardio effects ‘ prevent full follow through of treatment efficacy.

It would be a life saver.

The ‘ discussions ‘ referred to herein should be interesting at the least…

My error

One question missed in recent interview…are you considering going for early orphan designation ….must be a likely yes.

Regards

Https://www.fda.gov/media/86377/download

Breakthrough approval potential …yes when? Possibly current period of testing would be adequate. Notable point .

Https://www.annalsofoncology.org/article/S0923-7534(19)36351-3/fulltext

With improvement rates of 20%+/- sought for drug efficacy, and a known modified drug ,bodes well?

More data needed of course …we’ll see.

Https://molecular-cancer.biomedcentral.com/articles/10.1186/s12943-024-01963-7

See conclusion para 1.

Cf stability and data to date vis Affimer tech.

Https://www.profoundbio.com/

Common ground including a recent raise.

Gmcc…you’re as old as you feel….

Good item. Notably MCAP tracks dev stage. A sign of the future. Only diff here is it’s a tech. platform . May get interesting.