RE:Strategic intersection:LSDs, inflammation, neurodegeneration Sitting here drinking my coffee, at the strategic intersection of breakfast and a good dump, I have read a post about Bioasis that continued to reveal the author's infatuation with LSDs, though it's been evident that he can't really put the connections between LSDs, neuroinflammation and neurodegeneration together in a Bioasis plan.
Yes, yes, yes, LSDs can result in peripheral and neuroinflammation, but neuroinflammation and the sometimes-related neurodegeneration have many causes, many of which are not understood. The causes of Alzheimer's are not known well enough for effective treatment and yet there is a possibility that xB3-004 could mitigate inflammation in AD patients and slow down the cascading cognitive and other symptoms of the disease without dealing with the causes at all.
But what strikes me about the post is the lack of consideration for oncology (xB3-001), xB3-004 in isolation, progranulin, and the unknown explorations of J&J/Janssen and the other collaborators, known and unknown. These are the projects that have by far the largest commercial value. Besides, Bioasis already sold, outright, four LSDs from which Bioasis can expect revenue that is minuscule compared to the potential of these others.
I don't think that pof understands the Chiesi deal, that Bioasis sold the bulk of important LSDs, and other than what is likely a low single digit royalty, has no real commercial interest in the LSDs until they go commercial years from now.
Rare diseases with a focus on four undisclosed LSDs. That's what it says. DrDR claims a rare gift for preciseness. If this is precise then why does it say "Rare diseases with a focus on four undisclosed" LSDs? Why not say, precisely, that Bioasis and Chiesi entered an exclusive licensing agreement for four undisclosed LSDs? I think that it's possible that other rare diseases are referenced in the agreement and that the unnamed Protalix may be a player as well.
But how could anybody discussing strategic intersections forget about oncology? As if! xB3-001, shelved? Well, Bioasis hasn't the money to work on it. We get that. And so they pronounced it shelved with a search for and discussions with potential partners, an initiative that could long ago have been reduced to one company. That company may have been working on it all along under a secret MTA, or material transfer agreement, a term that has become a euphemism for everything from doing nothing to doing a lot, very secretly, of course.
There's so much more than LSDs.
Ok, gotta go. Time to implement No. 2 aspect of this morning's strategic intersection.
jd