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Msg  27769 of 28050  at  7/23/2021 10:50:56 PM  by

JoeFlow


 In response to msg 27766 by  esdbass
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Re: BOD Votes Against

 "Joe, I'll name two ECYT and ARVN."
 
you are completely clueless....  do you really think EXEL had a chance to buy or even license ARVN's PROTAC tech?  BigPharm was all over ARVN from the time of their initial PoC publications.  Same thing happened with NKTR as soon as they reported unreproducible results with NKTR-214.  My friends at Sanofi and Merck were all in meetings to evaluate NKTR's tech for anything from licensing the tech to buying the company outright - they walked away when BMY signed a deal with over $1B in potential for NKTR-214 - one frigging drug.  My friends were skeptical from the beginning - pegylated IL-2???  They didn't believe the crap NKTR was shoveling about NKTR-214 was selective for activating cytotoxic CD8s while not interacting with the same IL-2 receptor on Tregs....
 
PROTAC tech is very real and has tremendous potential. EXEL had ZERO chance to land a deal with ARVN with all the interest from BigPharm.  
 
ECYT is not a publicly trading company.  What do they do?  Let me guess - it involves a cellular therapeutic....


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Msg # Subject Author Recs Date Posted
27770 Re: BOD Votes Against esdbass 1 7/24/2021 9:49:42 AM


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