SPL 0.00% 9.5¢ starpharma holdings limited

Gemcitabine and pancreatic cancer and enzymes APOBEC3C and APOBEC3D, page-12

  1. 9,338 Posts.
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    So here is the rub
    Pancreatic cancer has one of the worst life expectancy and complications of treatment due to the late stage it is often discovered and the resistance , failure of current treatments , side affect in treatment are a terrible. It frankly is a huge market and big money looking for a solution or any marginal incremental advancement.

    Think about why after 10 years of sitting on shelf no phase 1 has been done?
    Think about why SPL has slowed development ?
    IMO if SPL has done the lab work and packaged it for partnership why ha sit not been accepted for additional lab work working towards Phase 1?
    Why are SPL not out at conferences presenting their ( according to shareholders) " exceptional" data and pathway?
    It appears on teh surface to be a no brainer quick pathway to massive market and high $ value and .............. so IMO we are missing some information as pancreatic cancer is somewhat of a holy grail for industry.

    Until SPL IMO come clean on exactly where programs are up to ( unlikely ) or show progress with internal lab or partners due to history it is hard to be confident. As you have noted many times the pathway for a upgraded generic using dendrimers has a quicker pathway than a new drug and realistically isn't that expensive and SPL shelved it when it has massive bang for buck and a incremental success has massive implications for upside of whole dendrimer platform.

    Why are SPL seemingly sitting on hands with opportunity that offers so much leverage in a shortened timeframe?
    If pancreatic cancer research and partnership was to become a high priority would the board choice of Cheryl be the one to drive this?

    It is all really muddy and opaque IMO so until SPL communicates clearly on what it is doing, timeframes and clears some of history it won't get valued with its possible potential. Patents , method etc are only fully valued when they either directly block a competitor from a pathway to product or they are in active use with a product creating a income and SPL still has neither at scale to support itself and large overheads .

    Last edited by Teddyward: 21/03/24
 
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