Replies to post #330974 on Avid Bioservices Inc (CDMO)

[Threes]

BIO if IP and PS get traction it is currently priced in at ZERO and I cannot even put my mind around a value that will be added.
I was only stipulating my opinion of the CDMO value.
Even with the promise of success there will be so many trials the volume of product sold for those trials will be expansive. All good things cooking in the hopper.

[biopharm]

Could we get to $7?
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In addition to the validation of PS as an effective pharmacodelivery target for SMDC, our work also provided the foundation that, if applicable, a variety of therapeutic agents could be conjugated in the same manner to treat other PS-associated diseases.

Well looks like another crack at $7 is tomorrow

Brian D Gray at Molecular Targeting Technologies even knows how vital PS Targeting is and how many at Molecular Targeting Technologies have had their emails monitored with the IP espionage clearly have impacted PS Targeting

Again, no mention of Oncologie Inc here... how many new CDMO contracts are tied to PS Targeting ?


https://www.sbir.gov/sbirsearch/detail/1465077

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Linker Optimization and Therapeutic Evaluation of Phosphatidylserine-Targeting Zinc Dipicolylamine-based Drug Conjugates

Article in Journal of Medicinal Chemistry 62(13) · June 2019 with 4 Reads
DOI: 10.1021/acs.jmedchem.9b00173

Yu-Wei Liu

Yun-Yu Chen

Chia-Yu Hsu

Tai-Yu Chiu

Kuan-Liang Liu

Chen-Fu Lo

Ming-Yu Fang

Yu-Chen Huang

Teng-Kuang Yeh

Koon Pak at Molecular Targeting Technologies

Brian D Gray at molecular targeting technologies, inc

Tsu-An Hsu

Kuan-Hsun Huang at NHRI

Chuan Shih

Kak-Shan Shia

Chiung-Tong Chen at National Health Research Institutes

Lun Kelvin Tsou

Abstract
We report that compound 13, a novel phosphatidylserine-targeting zinc (II) dipicolylamine drug conjugate, readily triggers a positive feedback therapeutic loop through the in situ generation of phosphatidylserine at the tumor microenvironment. Linker modifications, pharmacokinetics profiling, in vivo anti-tumor studies, and microwestern array of treated-tumor tissues were employed to show this class of conjugates induced regeneration of apoptotic signals, which facilitated subsequent recruitment of the circulating conjugates through the zinc (II) dipicolylamine-phosphatidylserine association and resulted in compounding anti-tumor efficacy. Compared to the marketed compound 17, compound 13 not only induced regressions in colorectal and pancreatic tumor models, it also exhibited at least 5-fold enhancement in antitumor efficacy with only 40% of the drug employed during treatment, culminated a >12.5 fold increase in therapeutic potential. Our study discloses a chemically distinct apoptosis-targeting theranostic, with build-in complementary functional moieties between the targeting module and the drug mechanism, to expand the arsenal of antitumor therapy.