A good friend just texted me and said, what's tonight's topic Mozz?
I laughed as I wasn't going to post this weekend as I was finishing off my tax. Yeah used to use a Collin St accountant but as each year went by, I was getting increased invoices and less (no!) advice.
Not fair...I thought it was about time I went on-line (that was about 7 years ago). Let me tell you, the MyGov Tax web app is a dream. It is so easy to use! Love it.
OK tonight I'm going to make this short. It takes a number of days to compile one of my Weekend special posts...but lets see what I can muster in a short amt. of time for your reading pleasure.
THE CONFERENCENot too long ago I partook in a very mini conference. I prepared a dossier for the participants and tonight, I share some of that material with you.
Small group, but one day it may grow substantially!Yes of course 008 took centre stage last week and what an announcement it was. But you know what? There are things brewing in the background that we aren't all aware of. One of these many wonders is the MPS program and the sterling results we are accumulating here. The upcoming Sydney conference in Jan. could just be quite illustrative for those that are attuned into all that is PAR.
Another clue here is that we are moving from younger stratum to stratum without the observation of AE's. Amazing!
RELEVANCEYes but Mozz, MPS is such a tiny disease, such a rare disease? Why is this lucrative?
Shouldn't we plant all of our focus squarely on the LARGE OA program?
In a word - NO!
MPS is actually lucrative to some extent as it is estimated to be a circa 1 Billion USD annualise revenue stream one day, for us. Rare disease can command top dollars though the patient number base might be small.
But its not just about $ directly. A deal here could be forthcoming and it could just put us front and centre stage in the OA realm as well.
How?
Because don't forget there is an overlap between the two; MPS and OA. Joint pain pathologies.
MPS might just be a pre-emptive proving ground for the larger Pharmas to sit up and take notice. It will be a sure clue along with our lucrative 008 study as to what is going on here, what is the MOA and what are the ramifications? Think of it as a testing ground, a pre-amble to show that what we have is real and that we can do a deal...
Analysts, start your engines!
Lined up ready to go, not just Formula 1...I'm talking study and trial results! When will we hear of Jefferies, Morgan Stanley...Bank of America and JPM following us? When will we rank on Zacks, State Street, Fidelity, Blackrock and a number of others following us?Here is my link to the mini conference...please enjoy!
HC Version MOZZ PAR CONFERENCE.pdfHopefully the hyperlink above works...
Single left click on it.
Cheers
Mozz
(20min delay)