Yeah I also am not sure how much of an immediate and sustained lift we may get on MPS news...but;
AGAINST
The Market wants to see EARLIER revenue
Actually, wait, the market wants to see ANY revenue...or at least SOME hint of early revenue to come!
The market wants to see timetables brought FORWARD.
More good data is good, but it's prob not going to do a terrible lot for us in terms of gross share price movement positively.
The market also wants to know we are solvent...maybe not so much now..but certainly in the near future...
FOR
Yes maybe the SP wont leap too much...or will spike and come back. We know why, cos its still some time before we can actually generate that revenue (see above AGAINST section).
HOWEVER, What are the gears that are going to turn in the BACKGROUND??
1) Let me say this, if the data shows with some degree of certainty that ol' iPPS is Disease Modifying....ie. it halts the course of the disease, it changes the trajectory...yes it offers pain and function improvement, that's good but it also changes the state...the trajectory of the disease...well that's what is our ACE.
BUT Mozz, we did this in 008, where did that get us???
Ahhh but guys, we have partners circling in an indication that has been around for YEARS but NO drug changes the spectrum...changes the levels of GAGS, that IS DM. No drugs work with Musculoskeletal pain reduction....NONE...we could be the best adjunct that has been seen in this field, the partners while they may know we are still some months off from possible revenue...they will be able to potentially milestone a deal.
Yeah sure the deal may not be a rip snorter BUT it will be validation, it could also trigger some discussions in the overlap, ie in the OA space as the partners that are circling in the OA arena realise that things are finally happening and they better act faster if they are to secure a deal with us. Im trying to be realistic and say it will take time, but I also know the beautiful positive pressure could increase here....specially with FDA feedback due in the next few months....we have chances here.
2) MPS is definitely lower revenue...but pricing wont be paltry...again uptake once we start will surprise a lot, market penetration will be deep and broad....its a different patient profile...again, not getting anyone's hopes up too high...but if you are a longer term holder, this is what we want...
3) Brazil a hot-spot yes, but other areas will be watching...eg MENA, and TGA for example...
4) There is nothing like competition, there are at least 15 players in the field...this bodes well for us as they will fight each other potentially to stirke a deal to ensure THEY ARE THE WINNER.....they want to be the ones that offer a suite of solutions to their patients...no one else will have this first mover advantage. It will be a market lock up, this is worth something.
5) Remember...MPS does not just limit us to MPS 1 and 6 ...the other lysosomal indications are all possible targets for us.... Helooooop MPS 3 as an example.... "Sanfilippo syndrome, is a disorder that primarily affects thebrainand spinal cord". 1 Remember here for the sci guys amongst us, iPPS reduced IL-8 in the brains of canines....not by 3%
Not by 15%...
But by a crazy amazing 90%.
Guys, 90% reduction of IL-8.
Can you imagine ANY parent saying NO to their poor kid's disease prospects here? It will become THE gold std.
@Robbie1 I still remember your original post here that eluded to that fact.
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