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That’s …”robust results from trails, confirming validity of mechanism(s) “(8 no)

Rather well I think.,from the word that’s emerging..

Gla

Noted doc.

However

-AIM £100bn+ . Not a total playground at this level perhaps?

- Several diverse Pharma early stage bought @$2bn +/-

GLA

With then mcap of $1-2bn +/-

Likely in tentative ‘ collegiate’ discussions for years…

6 m max…

Gla

Ianbt….the essential here is this is a broad range exploitative technology. Affimer applications are significant for outcomes in many areas. Here we see Oncology enhancement of undreamt of improvement in delivery . Other tech you’ll be aware of. Each is worth ( outwith the human equity) $bns in market value.

After 17 years AS etal are on the point of delivery. Only extraordinary unknowns can hold this back ( care to think of any?).

Currently worth $2bn +/- ,thereafter …?

GLA

T , glad you’re so well informed…Mr Shiraz?

Yes…to ‘rare ‘ to miss. Generic application is unique.

Gla

Further comment.. Xinthera a few years old, great science again, and early stage.

Key point is major comfortable with this position. Why…opportunity only comes along now and again. Affimer platform represents just that ( sig.) opportunity.

..3-6m max before ‘activity’ emerges.

GLA

Https://www.gilead.com/news-and-press/press-room/press-releases/2023/5/gilead-strengthens-early-pipeline-in-oncology-and-inflammation-through-the-acquisition-of-xinthera

Interest out there…..

Time will tell

PL. et al.

For th’record..Nothing but admiration for AS. Started this co many years ago, seen it though. Dogged determination!

Now value emerging…

GLA

Just add that sincerely these are my ‘ educated ‘ ( oh dear) views.

It’s not to be underestimated what an incredible( word not used without weighing) platform/ opportunity/ unique scientific glitch/god sent ( for cancer sufferers) hope, this breakthrough is.

AS VOX video shows a careful thought driven approach. Take off the caution and it’s more than anyone might wish for.

Value $ 2-3bn

GLA

That’s licensing …apologies spell checker.

The dialogue here’s always “interesting “.

Let’s be realistic, this is an incredible platform (Affimer exploitation) with building evidence for efficacy. It’s also led by a great team and has scientific depth( not easily created ( hats of to AS)

Big Pharma will be shortly ( if not already) beating the doors down to get in on the action ,in this ‘close community of common ground’ ( as a former AZ colleague once termed it).

3 month max for a ‘ break out’ in terms of livening , or a full offer.

If it’s a full decent offer then AS and his splendid team will be well rewarded, and unlikely not to decline. Shareholders will be rewarded.

GLA

W2, Hi pot… sig.interest around…

DYOR

So 2bn then…

…… & >10 other majors( underestimate).

Research paper should be in the bin.. cut and paste risk factor analysis.

An existing quality treatment ,modified .

Assessment just wrong and as they say stateside .. a bad job.

TK, hesitate to add a comment but far from boring?

I suspect in view of the data efficacy even at this stage , there is enormous industry interest,for obvious reasons.

It’s highly unusual to see a platform such as this in my experience ( 30+ pharma).

The silence from AS bodes well perhaps….I’ll be amazed if there’s not a ‘bid/ great partnership/ licence deal ‘ in next 3/6 m.

Besten…

https://www.labome.com/method/Aptamers-and-Affimers.html#:~:text=Affimers%20are%20an%20important%20alternative,disrupters%20of%20protein%2Dprotein%20interactions.

Bodes well , aptamers/Affimers/ antibodies linked by a common efficacy …
Affimers being the most stable in application it’s said, hence ‘ best’ option for development.
DYOR

https://www.drugdiscoverytrends.com/prominent-pharma-ma-deals-to-watch-in-q1-2023-pfizer-sanofi-and-others-on-the-hunt/

Takeda…3/1 on…
Takers?