Codiak ($800mil market capitalisation), page-3

How is Exopharm ahead of Codiak in many respects?

I hold CYP and have respect for Ian Dixon and have been watching Ex1. But much of the HotCopper commentary seems devoid of analytical content.

Ex1 doesn't have patents yet if I am correct just patents pending. Codiak if I recall correctly is working on indications to do with hard cancers. So it would make sense that they'd be able to charge quite a lot per treatment.And could be viable on much lower production runs. Also Codiac I understand are using technology where the exosomes are excreted into media very similar to how monoclonal anti bodies are made.

I'm going to be blunt - this HotCopper commentary looks like a ramp fest based on little but market cap and dubious comparison with Codiac which already has support from bigger players but is probably itself still overpriced.

This tech will have its time probably but its too soon yet. in my opinion. It doesn't properly scale yet. The price movements are early adopters buying blue sky in my opinion.