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Re: kfox post# 28096

Wednesday, 07/06/2016 2:24:18 PM

Wednesday, July 06, 2016 2:24:18 PM

Post# of 118393
I agree. If I recall correctly (but correct me if I'm wrong), the 500 million valuation was tied to companies having a "Checkpoint Inhibitor" product development. RGBP's focus is on all aspects of NR2F6 as a checkpoint inhibitor for which they can be a variety of products to develop as seen in both tCellVax and ucVax INDs. They have identified 2 compounds for NR2F6 inhibition I think and looking for more NR2F6 activation compounds as expressed in a previous PR.

If Eli Lilly compounds provide matches, look for partnership with Eli Lilly. If NCATs compounds provide the matches, look for Eli Lilly or others to step forward for development projects. Either way, my guess and it is only a guess based on released information not knowing what is moving forward without PR updates, is that should RGBP identify 2 more compounds, we will begin to see partnership development agreements for possibly all NR2F6 related compounds and a separate partnership for HemaX in which case we would reach the valuation of checkpoint inhibitor product development with added on value as well as a possible cutting edge of a small molecule checkpoint inhibitor in a pill form possibility which is an extra valuation as well.