Member Info for Yorkshirepragma

Fascinating suggestion that profits difficultbhere?

https://www.rehabmypatient.com/medications/the-top-10-most-expensive-drugs-prescribed-in-the-nhs-in-2025#:~:text=Various%20CAR%2DT%20cell%20therapies,via%20the%20Cancer%20Drugs%20Fund.

& of course rarer = higher price.

CC dialogue exactly correct. Radio silence .

As data has emerged several interested parties have become engaged .

Just needs the right terms.

Options to extend existing drugs will be a unique proposition to extent .

Good results which are going to be of huge interest to Bps seeking to prolong active them drugs on the books …amazing

Https://www.biopharmadive.com/news/enhertu-fda-approval-first-line-her2-breast-cancer/807969/

Https://api.omrglobal.com/report-gallery/exatecan-market/

Market 9bn in 25 est

Surprising share reaction when potential to lead SGC treatment noted …

& data surpasses current options .

Https://www.databridgemarketresearch.com/reports/global-salivary-gland-cancer-treatment-market

Glad Halda info of interest.

& if there is “ interest” and the CDs apparently been very busy, then 2-3 BN seems current potential for a decent tech portfolio .

Only with move to commercial return , is it likely to be higher… but you never know.

GLA

Haida

Https://www.biopharmadive.com/news/johnson-johnson-halda-acquire-cancer-drugs-riptac/805662/

Note Adcetris commencement …drug conjugate (Takeda )

Https://www.novaoneadvisor.com/report/chemotherapy-market

Biologics rising however traditional still vip

The multiple drug payload ,is the ‘ new’ trick which can be peptide driven with more ‘ ease’…there’s the value in the current Av tech.

Https://www.labiotech.eu/in-depth/dual-payload-adcs-pdcs/?utm_campaign=linkedin-article&utm_medium=social&utm_source=linkedin.com

Popped this up to illustrate the ‘early development’ punts which a LP can make in the right circumstances.

Notably this is a phase1 , with fast track so in a good position.

Having been in Aq in the though you can only say it’s never totally clear what drives the purchase.

In Ava’s case the enhancement of an existing drug delivery ( Dox. / Enhertu/ other would seem a good driver for several.

As would the tech in different situations of course.

Overall conclusion… positive ..will see.

Https://haldatx.com/halda-therapeutics-announces-first-in-human-results-for-hld-0915-an-oral-riptac-therapeutic-demonstrating-encouraging-safety-and-anti-tumor-activity-in-metastatic-castration-resistance-prost/

Early promising P1. $3bn

$3bn 17/11

Https://haldatx.com/our-science/

“To hear a word…to hear a word in season…”