then there is the renal candidate, supposedly to be named in Q4 2023, and what it does. Some kind of cystic kidney disease which effects 1% of the planet from my guesswork around what has been released. And it’s a 10B dollar US drug. That will seriously tempt some big bio to get into our bed, todays announcement and investor call could just be designed to alert others to watch out for the big one… and that would be say 2030 revenue, but 3 times the sum of prog 1 and 2.
Yup, just wait. And hold. And it will just happen, and probably not when you think it will as a BD deal can drop anytime.
Ann: PYC-001 Effective In Both NHPs and Patient-Derived Models, page-10
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