keys to unlock our future...

In the recent March shareholder briefing video, there was one very important point that caught my attention (amongst others) that Paul Watt highlighted, i.e., that (quite literally), Phylogica has set out to make the most structural diverse library of peptides. Ok, well that all sounds great, but what does this acutually mean? And... what's the one thing that differentiates Phylogica from other peptide discovery companies in this space?

The analogy that Paul used was that drug discovery was really about finding a key that fits a lock, and that the more keys you have i.e. (the more shapes), it enables you to open more locks, and that's what Phylogica have basically done. They've set up this library, which is literally the worlds most strauctual diverse peptide
library, that has more shapes than anybody else in this space.

But here's the point that really caught my attention...

Paul went on to say that all of these antibody companies and all scaffold companies which is antibody replacement technology (and there are plenty of both of these), all of these companies are displaying diversity within one structural theme. He went on to say, that that's like taking one brand of key and making that key fit all locks. So it's no wonder that often the key don't fit right initially, and that the hits are low affinity for the target and they're not quite right. And a lot of work is required to grind those keys and make them fit the locks.

In other words, as Paul has highlighted, Phylogica has set out to be the locksmith, to have as many keys as possible. So they've literally got billions of keys, billions of peptides from thousands of structural families, so thousands of key brands. And that's why the big pharma companies are coming to Phylogica.

Companies such as Aileron (Phylogica closest competitor in this space) is only displaying diversity within one structural theme or family. Phylogica have billions of peptides from thousands of structural themes or families. In other words, Phylogica can do all that Aileron are doing, but at turbo charge! Aileron are restricted to one peptide shape of peptide.

Is this exciting or what?

Now's the time to be buying not selling. We'll look back at these price levels as a once in a lifetime opportunity.

GLTA,
Tony