Hey all, I've been reading HC for awhile and rarely post as I do...

Hey all, I've been reading HC for awhile and rarely post as I do not have the luxury of time. However, I would like to remind everyone that although exosomes vs lipid nanoparticles vs antibody-lipid conjugates is important to discuss. That Exopharm is yet to provide any substantial scientific proof-of-concept work in vivo or in phase I. With the lack of evidence/proof of their 'product pipeline' I assume that there is nothing there but wishful thinking.

The valuation of this company would thus be reliant on the LEAP technology, which I have low faith in delivering $$$ as it will be replaced by affinity-capture resins (like in the historical case of mAb development). If it (LEAP) was super clean, I would have expected to see some sort of preliminary data to back it up and the SP valuation of this company would treble if/when another company has an exosome product that is failing to scale up.

Exosomes will also be competing with Antibody-lipid combinations that are relatively easier to scientifically show MOA in clinical trials.

disclaimer: ex-medical researcher purely speculating and I majority hold ETFs in my own portfolio.