Member Info for Yorkshirepragma

Valuation of this company gf. tricky as it’s not a commercial niche oncology treatment outfit ,yet in the spring works style (https://www.biopharmadive.com/news/merck-kgaa-springworks-deal-acquire-cancer-drug/746474/).

However the development of a licence / partnering set of arrangements for the tech gives a.n ‘interesting’ to say the least conjmdrum. Depends on if the ball gets over the line, but from yesterday ,if any of the rhetoric comes to fruition? Anybody’s guess.. multiple of licensing potential al share .?

Commercial message as clear as it can be .. sound

IND …apologies

Good ..lining up . Message received…no need to red the rest…

K, from the focus Avacta have given it, it’s a declared target . You never know where this will go. Results to date certainly positive.

Am aware of a few folk who’ve suffered and highly positive results would help no end here.

Https://www.cancer.org/cancer/types/salivary-gland-cancer/treating/chemotherapy.html#:~:text=Chemo%20is%20not%20often%20used%20to%20treat,not%20work%20well%20in%20these%20cancers%20.&text=It%20is%20used%20to%20treat%20salivary%20gland,cancers%20that%20cannot%20be%20removed%20by%20surgery.

‘ Decreasing a clinical significant toxicity of an available therapy that is common and causes discontinuation of treatment’

In need of good chemo. Currently poor.

https://pmc.ncbi.nlm.nih.gov/articles/PMC11748463/

Https://www.cancerresearchuk.org/about-cancer/salivary-gland-cancer/treatment/chemotherapy/treatment

See CCs various comments on this treatment for a view…

Https://www.fda.gov/patients/fast-track-breakthrough-therapy-accelerated-approval-priority-review/fast-track

A refreshingly straightforward explanation.

Clinical efficacy + financial acumen. From new NEDs …all good, just wait.

Https://www.biopharmadive.com/news/sanofi-blueprint-medicines-acquisition-deal-immunology/749557/

The tech advantages of Affimer v Antibody are key here. ants are > 3 times production cost with many downsides. Assuming parity on efficacy …then?

Most important and telling statement. Financial support elsewhere coming over the hill…yeehaah..

Https://www.hcrx.com/portfolio/

Https://www.statista.com/outlook/hmo/pharmaceuticals/oncology-drugs/worldwide

Https://www.morganstanley.com/ideas/antibody-drug-conjugate-biopharma-growth-2023

Silence is golden ,in many more ways than one here.

W , these drugs are the JCBs of the medical ‘industry, to use your analogy with diesel upgrades .

It’s a misunderstanding to consider recent devs as changing that scenario for many many years.

Regards