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 ??
- Forums
- ASX - By Stock
- The Final Charge , Phase I/II MND Results & FDA ODD Approval Catalyst
I was thinking of starting a new thread, but the final charge...
- There are more pages in this discussion • 190 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add PAA (ASX) to my watchlist
(20min delay)
|
|||||
Last
17.5¢ |
Change
-0.010(5.41%) |
Mkt cap ! $69.28M |
Open | High | Low | Value | Volume |
18.5¢ | 18.5¢ | 17.5¢ | $58.74K | 325.5K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
13 | 270003 | 17.5¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
18.0¢ | 116651 | 3 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
13 | 270003 | 0.175 |
9 | 304132 | 0.170 |
5 | 251780 | 0.165 |
4 | 166250 | 0.160 |
1 | 100000 | 0.155 |
Price($) | Vol. | No. |
---|---|---|
0.180 | 116651 | 3 |
0.185 | 87069 | 10 |
0.190 | 341873 | 8 |
0.195 | 55000 | 2 |
0.200 | 404000 | 3 |
Last trade - 16.10pm 21/05/2024 (20 minute delay) ? |
|
|||||
Last
18.0¢ |
  |
Change
-0.010 ( 0.00 %) |
|||
Open | High | Low | Volume | ||
18.0¢ | 18.0¢ | 17.5¢ | 141605 | ||
Last updated 15.28pm 21/05/2024 ? |
Featured News
PAA (ASX) Chart |
The Watchlist
AUQ
ALARA RESOURCES LIMITED
Stephen Gethin, Non-Executive Director & Chairman
Stephen Gethin
Non-Executive Director & Chairman
Previous Video
Next Video
SPONSORED BY The Market Online