SPL starpharma holdings limited

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9.1¢

Fundamentals Shifting, page-3

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sarge17

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12/04/24

15:53

Post #: 73318614
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Originally posted by WBA: ↑

I think the fundamentals here at SPL are shifting from a late stage BIO company (with 2 commercialised drugs and end of phase 2 trials) back to an early stage start up. We should know come May webinar. But if it is then investors and shareholders will have to decide what they do.

The Medixci agreement, ongoing BP research agreements, the now highlighted continued Astra Zeneca work (AZD0466 and AZD4320) and the companies own internal research all points to the shift back to R & D. Along with the cancellation of seeking the NDA with the FDA for vivagel.

The below was the outlook as presented to the AGM. Note the internal programs. Note the lack of commercial agreements (bar one in the middle east) for vivagel and viraleze and not one licence deal for DEP. Maybe ADC's and radiotheranostic programs are the go now.

At the end of the day, Cheryl has to make the best of the hand she has been dealt here, but some honesty around the DEP licence deals is now needed after years of the 'ongoing licence discussions'.

The company walked away from the US regulator, not desiring to enter into another phase 3 deal and with it the loss of a $140m milestone based distribution agreement. Vivagel in the US was allegedly the largest market, so to walk away does not really make commercial sense.

Maybe Medixci and AZD come good, but with one pre mouse model and the other just exiting mouse trials, there's a long road in front of those 2 before any success. The continued disappointing sales from the 2 products can not continue when costs of sale is outstripping revenue.

May is shaping up as a pivotal moment AIMO.

GLTAH

Expand

Do any of the Starpharma directors have a financial interest in any mouse farms?

Could be a conflict of interest and should be disclosed if that is the case.

It may explain the perpetual lab experiments rather than progression with meaty licence deals.

Although it looks like Starpharma has given up on demanding cash for licence deals with this latest Medicxi venture.

Last edited by sarge17: 12/04/24

SPL Price at posting: 13.5¢ Sentiment: None Disclosure: Held
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