The presentation appears to flesh out some detail not previously mentioned (as far as I can determine). For instance, the disclosure that the extension to the Genentech collaboration was to screen against additional super bugs. Its of interest from a couple of points of view;
1. it highlights success with the initial target.
2. the Genentech story Striking MRSA Where it Hides discusses how their first-in-class antibody drug platform which can deliver a antibiotic inside cells against MRSA, could in principle be applied to combat a variety of pathogens [superbugs].
Its unknowable whether the Genentech reference to a first-in-class antibody drug platform for antibiotics is inclusive or exclusive of the collaboration with Phylogica. If its inclusive, the future of the collaboration would appear to be particularly exciting. Not least because success of the Phylogica delivery system in antibiotics could potentially become a leg up back into the cancer research area of Genentech which inspired the innovation in the first place.
PYC Price at posting:
4.5¢ Sentiment: Buy Disclosure: Held
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(20min delay)