GREY:BIOAF - Post by User
Comment by
Boomskidon Jan 14, 2023 1:50pm
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Post# 35223359
RE:RE:RE:RE:RE:RE:RE:Could The Ellipses Leak Force a Plan B?
RE:RE:RE:RE:RE:RE:RE:Could The Ellipses Leak Force a Plan B?Does this HER3 SunRock therapeutic pose any threat to the HER2+ therapeutic, xB3-001? Does the HER3 therapeutic have any capabilities in the CNS for brain tumours? As a fusion protein, it's a very large molecule, and wouldn't think it could cross the BBB in significant quantities.
If this HER3 treatment could cross the BBB into the CNS then it should be expected that Ellipses and SunRock would tout that somewhere in their literature.
The deal was announced a couple of weeks before the Ellipses leak. Maybe the Ellipses deal had already fallen through and the leak was of an old document describing it as already done.
But the two therapies do not appear to overlap or compete. The case can be made for doing both deals, HER2+ and HER3.
The question about whether Bioasis was delaying deals to facilitate the Midatech deal remains open.
jd