Big Pharmas are a bit like a Cartel they are a closed shop, yes they compete with each other and sometimes they try to take over each other, they love the little Biotechs coming up with new cures, new drugs ideas etc, then they partner, licence or buy these and take to market and make mega money. Starpharma is starting to look like competition rather than part of the feed group, the Vivagel $1.7m potential comes straight from the big boys pocket currently antibiotics and various other solutions feeding that condition we are going to stop that soon.
Also various DEP generics sell into a billions $ market Starpharma have a better version getting ready to move into phase 11 and a pipeline of others to probably outperform other big drugs, they have partners in immune oncology and partners in Monash looking for new Dendrimer opportunities.
"The Competitive Challenge" for Starpharma is how do they compete and keep the wolves from the door, Sanofi offered $59billion to take over Aztrazenica then they got beaten by Roche for another smaller Biotech, what will it take to buy Starpharma 3 or 4 billion probably, chump change to cashed up Pharmas (over $10 a share to us). imo it is going to happen just a matter of time maybe the DEP/DOX results will be the catalyst.
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