@Peeteepoo et al,I used to enjoy doing stats and connecting the...

@Peeteepoo et al,

I used to enjoy doing stats and connecting the dots for predictive purposes,

but lately wrt PAA, I enjoy researching the biopharma market and connecting dots on potential buyouts and takeovers. More exciting and more intriguing to predict what the industry players are thinking … great lists & info, btw!

Neuroscience has become resurgent …

With the increased acceptance in biomarker use and validation wrt autophagy:

https://onlinelibrary.wiley.com/doi/pdf/10.1002/ana.26860

And with the intrusion of AI into the neurological and cancer spaces, with a focus on synergistic effects of drug combinations,

and big pharma eyeing off biotechs with potentially critical additions to their existing favoured products to guarantee efficacy outcomes, (and future pipelines)

and looking at average product development budgets of USD$2.3B—2.6B,

then that gets very interesting for near-term potential, and quite possibly ‘imminent’.

https://www.med.upenn.edu/shorterlab/Papers/Member%20Papers/BioorgMedChemLett-2020-Brown.pdf

(btw fyi UNSW has a functioning drug combo platform in collaboration with an asx AI-tech company - so watch that space if interested, google-y-o-r.)(not held…yet)

Whilst the researchers are scrambling for new data on cryptic exons and peptides related to TDP-43 proteinopathy for ALS-FTD:

https://molecularneurodegeneration.biomedcentral.com/articles/10.1186/s13024-023-00608-5

And big pharma (Biogen, Eisai, J&J and Lilly) are madly unscrambling toxic Tau tangles and reducing/removing amyloid plaques for AD:

https://onlinelibrary.wiley.com/doi/full/10.1111/cns.14463

And the FDA are proving to be pro-active:

https://www.pharmavoice.com/news/neuroscience-era-ovid-takeda-jeremy-levin/714381/

And yes, Biogen are looking:

https://www.pharmavoice.com/news/amylyx-coya-biogen-als-drug-pipeline/710391/

CR/SP shenanigans - too short-term mindset, too small-picture impatience for me.

https://www.pharmavoice.com/news/neuroscience-bristol-myers-prothena-central-nervous-system-comeback-resurgence/719983/?utm_source=Sailthru&utm_medium=email&utm_campaign=Issue:%202024-06-27%20PharmaVoice%20%5Bissue:63421%5D&utm_term=PharmaVoice

Everything that I’m seeing points towards highly significant outcomes for clinical trial validation, commercialisation, and the inevitability of a BP intervention wrt MPL and/or PAA.

I’m predicting a high probability of buyout/TO, and definitely not predicting when, what or how. I’m happy to wait for that particular MT announcement, -- days, weeks, months, — and watch the other developments occur, and they are, with outstanding regularity — I make it what, 8 significant announcements in 5 weeks — the management team and BOD are flying in hyperdrive mode.

cheers,
Ice