The path forward for the VP-002 program is medium to long term depending upon your investment horizon. I wouldn't worry too much about the timespan because in one way both the VP-001 and VP-002 are proof of concept for PYCs PPMO platform.
The article Sanofi invests in the future of mRNA with plan to pump billions of dollars into next-gen cell therapy business by Kyle Blankenship, published 29 June 2021, states that a goldrush is underway in the field of mRNA therapeutics. However, latecomers may find its like arriving in Bendigo in the 1850's to find that the best ground has already been pegged. If you want a slice of the action you might have to buy a licence at a significant premium.
PYC finds itself fortuitously positioned in the middle of the mRNA goldfield. It appears to have resolved one of the great obstacles to development. Extending the mining analogy, its a bit like knowing where the gold is in the ground but being baffled by the metallurgy in order to efficiently mine and extract it. In mRNA terms, it appears to come down to the efficient, safe and precise delivery of the therapeutic. I note that slide 4 of the presentation refers to flexible and precise RNA therapeutic molecule with potential for broader therapeutic window, longer duration of effect and application to a range of tissue and cell types while slide 16 refers to high delivery efficacy and optimal mechanisms of action. That's it in a nutshell.
Sadly, it seems that those upstream searching for gene therapy nuggets appear to have found fools gold. Expect participants to also begrudgingly join the mRNA goldrush or at least hedge their bets.
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Ann: VP-002 Program - Technical Presentation, page-7
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