SPL 1.08% 9.2¢ starpharma holdings limited

Looks like the fat lady has not yet sung on AZD4320, page-14

  1. WBA
    2,384 Posts.
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    So this is in the mouse model stage @antibotter?

    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, your highlighted Astra Zeneca work 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'. 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.

    GLTAH


    https://hotcopper.com.au/data/attachments/6097/6097647-38d550aa389b3ee72533861dc3699fe5.jpg

 
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