Sanofi Annual Report 2022, page-16

“And once it gets to market will be generating billions of dollars in revenue” ~ @antibotter

You mean *IF it gets to market …

The concern is that if the current Pharma companies (Sanofi and Pfizer etc) that own the original and current marketed drugs, don’t want to licence the DEP versions of Docetaxel, Cabazitaxel and Irinotecan, (which they haven’t so far), who will?

Would a smaller company would want to take on the risk of spending the next 5 years and hundreds of millions of dollars developing a DEP version drug through Phase 3 and trying to attaining marketing approval if there was a risk of patent infringement legal challenges from the big Pharma?

Perhaps this is the stumbling block and the hole in Starpharma’s internal DEP business model. Perhaps 10 years ago they thought Sanofi and Pfizer would be falling over themselves to get DEP, but was there a plan B if this didn’t occur?

The disappointing thing, but not remotely unexpected, is that Starpharma have yet again missed an important and critical timeline (Two Phase 2 top line results) they have set only recently for themselves and for shareholders.

Seriously, if Starpharma made an ASX announcement today that stated ‘tomorrow will be Saturday’, it would be hard to believe them.