PAA 5.41% 17.5¢ pharmaust limited

I was thinking of starting a new thread, but the final charge...

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    I was thinking of starting a new thread, but the final charge seems appropriate.

    A couple of hours research will satisfy most that Pharmaust has entered the phase where Big Pharma will start to take them serious, this occurred after the Phase 1 readout and will increase with the OLA study initial readout and ODD being awarded.

    A lot of deals and buyouts are done during and just after Phase 2, before a P3 registration trial, with our next trial being an adaptive P2/3, and with the possibility of accelerated approval after 24 weeks. I suspect the ODD will make Pharmaust a very attractive propersition.

    Nothing new there, I think we all know it's a possibility. But take time to look at other deals that were done, and its not hard to find deals that were less or at best no more de-risked that PAA. They are easy to find with Dr Google or AI Chat etc. Here are a couple of easy reads.

    https://www.investors.com/news/technology/biotech-stocks-are-in-blistering-ma-climate-ftc-could-change-that/

    He says Big Pharma's acquisition strategy has changed of late. Rather than seeking "platform" companies with a new technology to treat disease — such as CRISPR gene editing or messenger RNA companies — the buyouts in 2023 have been for small molecules. Small molecule drugs are typically pills, rather than large biologics that must be infused or injected.

    And Big Pharma is shopping for medicines that are ready for prime time now. Buyers are less interested in drugs they will have to spend time and money to further develop. The companies facing patent cliffs and Medicare negotiations need sales fodder sooner rather than later.

    "It's a nice time to be a company with a robust portfolio of development-stage programs," Roivant Sciences (ROIV) Chief Executive Matthew Gline said in an interview. "Because I think we are seeing a return to interest from Big Pharma in at least late-stage pipeline assets."


    https://www.toptal.com/finance/valuation/biotech-valuation

    https://www.mckinsey.com/industries/life-sciences/our-insights/five-ways-biopharma-companies-can-navigate-the-deal-landscape

    And for those who believe we are no chance. Why on earth are you here ??


 
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