Member Info for Yorkshirepragma

Big Pharma management will be heavily focused on acquisitions for which there are compelling strategic reasons and where the same results cannot be obtained internally or through licensing and strategic partnerships. There will be a particular focus on targeting companies with synergistic technologies and drug candidates and new technologies deemed to be strategically critical to add.

EXTRACT from article.
As an ‘old bold chemparma bod…’…this is going to be good fun..
“Bees round a honeypot” ,
GLA

https://www.pharmexec.com/view/biopharma-m-a-year-in-review-ripples-ahead

Gene therapy seems to have hit some tech ‘buffers’ ,despite efficacy potential.
Old proven therapy’s ‘tweaked’ eg AVA etc offer less challenging solutions unsurprisingly ?!
Institutional INVs may take note of the potential , at some point?
GLA

Institutional Investors needed. Needs a couple ‘warming up’ eg from special situations funds to start gaining more interest.. updates may provoke soon?
GLA

https://ir.prometheusbiosciences.com/news-releases/news-release-details/merck-strengthens-immunology-pipeline-acquisition-prometheus

Rationale has similar Av facets.
Gla

Stage1/2….with good results …historically $4bn+/-….QED
But when….”.the rains came doon…an the herrin swam from toon to toon”
-3/6 m or more to go…can’t be much longer!
GLA

Is this a unique prospect….?
Where else would a whole platform ( affirmers etc) be offered in the biotech world?
My view yes…I’m in for 6figs so here’s to success, for more than one reason.
Not a boast ,just a view.
GLA

And an addition…AS is clearly principled chap…a great virtue in the scheme of things..l taken by his comment on ‘ need for wider treatments’ as on objective in opener on Science day…unique ..exceptional…success follows virtue..

Just to add a diff dimension,it’s vip to note that in scientific community speak, that terminology is ‘challenged’ and thus used by the writer with robust evidential backing ( for obvious reasons).
I write this as an ‘old bold Sci’ , as seeing the data and attendant script it’s clear ‘what’s what’. Declarations of efficacy bode well
GLA as if it’s now needed…..

Nasdaq equivelance ( the considered norm’) would place the current cal on multiple of 6+x…o good o

That’s Tempt…. ,!

Steady, bearing in mind M&A at stages 1/2 are not unheard of? Anytime…
Plus the potential is spread, risk with it.
Might temp soon.
GLA

Steady. Yes there’s been several @ $4 bn +/-. (Myles review )den at this stage.
My point is this is a ‘gift’ to largepharma.. .hInbeen in this collegiate industry , is almost certain that someone will make an early bid.
It’s unclear if AS would accept, but hanging on the sincere rhetoric that he’s after a wide treatment offering for all ( science day intro);that suggests a moral dilemma on delivery ,which only large Parma can provide.
I think the board would accept a deal on that basis.
GLA

Apologies typos, you get the jist no doubt……..

As an old bold pharma , to put a perspective on the almost unique development AS and team are delivering its ano brainier to visit each of the 15+ so called large pharma and see the emphasis upon oncology ( thank fod!). However to inform ‘the debate’ ,take a look at this historical article re Zeneca ,about the pressures to succeed:…
https://www.ft.com/content/b3ff5598-4468-11e7-8d27-59b4dd6296b8
Even a Meister such as Pascal is needed success in this area…
Av provides this at almost 80 / 90% certainty currently ..
It won’t be long before hands are declared.
It will be a difficult game for AS to weigh up a different strategy with a large pharmacy lurking.
Buy out ..5-7 m
GLA

https://www.ft.com/content/b3ff5598-4468-11e7-8d27-59b4dd6296b8

Ebb…Are we reading the same report? Spec savers ?

https://www.mckinsey.com/industries/life-sciences/our-insights/playing-to-win-in-oncology-key-capabilities-for-success

FYI , it’s from 2020 but was always thought very incite-full.. for Democratisation( Kinseyspeak a success factor GF) , read back a winner if you see one.!!!
Well where might that be? And when?
Gla

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

Just remember several bought out at this stage ( with less potential breadth of application) for $4bn +/+…
Bon Paques a tous…

And to add ..as an investor …$4bn +/- m.cap..ie x12 multiple from Fri…
Ariba