RRDog, smart and good post.
However, be careful with:
Quote:
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The small molecule value may lie in its ability to also access PS targets inside the cell that have not migrated to the surface.
CP
I am merely moving along the lines indicated in Duncan report:
"In addition, we believe the size and fully-human
nature may support PGN650’s utility as a 2nd-gen “bavi’-better.” Phase I data for PGN650 is
expected this year, and this may result in the company becoming an acquisition candidate,
versus simply a partnering candidate, based on broad applicability but also long run-way
potential for the emerging PS-targeting franchise."
Remember, the bulk of the PS target is located just below a microscopically small cell surface which "is", in turn, exposed to blood supply. I would not put it beyond Thorpe Lab ability to engineer a technique that accesses sub surface PS still utilizing blood supply as the delivery channel.
However, this futuristic vision is not the main thrust of my comments. What I am really getting at is that Duncan is not only selling his institutions on the "horizontal" value of the bavi platform but, now he is selling them on the "franchisable" nature of that platform. That is to say he is multiplying the value. If institutions start to buy Duncans' thesis, it would mark much longer term, upward, and "sustainable" buying. Think of it using this analogy: The first James Bond movie was a broad appeal entertainment platform. Now we are in the 27th or 28th iteration of that platform which makes the Bond movies the most successful "franchise" in movie history with more gross box office than any other platform.
Regards,
RRdog
