How I see things at the moment We have disclosed research...

How I see things at the moment

We have disclosed research collaborations with Merck, Genentech, Chase Sun, and AstraZeneca

Latest updates on the above agreements

Merck - 2 research agreements in place progressing
Genentech - 2 research agreements in place progressing
Chase Sun - progressing
AstraZeneca - unknown

You would think after some years now, we would be entitled to know more than the above

Hopefully we will be updated on the above agreements without comprising non disclosure




We have 3 phase 2 trials , 2 completed and data released and one with interim data released

Dep Docetaxel mono and combination trials (Nintedanib and Gemcitabine) completed
Dep Cabazitaxel monotherapy trial completed
Dep Irinotecan mono and combination (5-fluorouracil and leucovorin) almost complete with interim data

As has been flagged by Jackie last calendar year these drugs are being licensed out in multiple jurisdictions and for multiple indications. There has been ongoing discussions with potential partners for some time now.

Then there is the pre clinical in house work

Dep Gemcitabine - ready to go into human trials. I suspect this will be licensed out
Dep Radiotheranostics - We have more than 2 products and are talking with prospective partners
Dep ADC's - again at least a couple of products
Dep Conjunctivitis - ready to license out to someone interested in developing it. Should not take much time

Joint Venture
Just recently announced joint venture partner (Medicxi) to team up with to develop a novel ADC drug

Marketed products

Even though we have 3 marketed products the revenue stream is pathetic for want of a better word

Vivagel BV Gel
Viraleze
Vivagel Condoms

The marketing strategy must surely change



Corporate Structure



New CEO
New Secretary
Dinosaur business development team (like to see them changed)
Old Boy's club Chairman (this is his last term on the board. More likely to step down before end of calendar year if not sooner in my opinion)

I am looking forward to upcoming quarterly and hopefully some market sensitive information before this and the flagged Webinar in early May

HOW MUCH IS OUR INTELLECTUAL PROPERTY WORTH

I suspect from the amount of money AZ were going to stump up for every deal going forward..........a lot of money
   

A comment on our new partnership with Medicxi. The company is prepared to put up AU$38 million over the development period and give Starpharma a 22.5% piece of pie with Petalian. We will supply IP and our scientists will be paid for pre clinical work. If successful and the drug goes to market we could be in for a huge windfall