biOasis Technologies Ord Shs V.BTI.H

If you believe in xB3...

[prophetoffactz]

If you believe in xB3 Midatech's significantly de-risked glioblastoma drug would appear a natural target for acquisition by BTI.


Midatech has a platform technology that has made the FDA approved drug panobinostat water-soluble. With convection enhanced delivery this water-soluble version of the FDA approved drug is able to get past the blood brain barrer to the tumor. Midatech has significantly de-risked this drug in human clinical testing for brain tumors. Remarkable efficacy was produced for an ultra-rare pediatric brain cancer though in a small number of patients. A Phase II filing is anticipated shortly for this indication. A Phase II for the drug may be all that is needed for approval for this ultra-rare pediatric brain cancer creating potential revenue to support an xB3 pipeline minimizing dilution. The drug appears safe; again helping de-risk the drug. Midatech has further dosed its first patient with this drug for glioblastoma as mentioned in its last news release with encouraging results thus far. Given the drug has already been FDA approved, and significantly de-risked by Midatech for brain cancer, the key going forward may be to use xB3 with Midatech's drug. It was specifically recognized in a BTI news release in 2017 that xB3(Transcend) has an affinity for glioblastoma. Glioblastoma is a natural target for xB3 - xB3 simply needs a drug for glioblastoma to deliver. If you believe in xB3 Midatech's de-risked glioblastoma drug would appear a natural target for acquisition:

BTI news release targeting glioblastoma:

"It's also essential to recognize one of the main receptors Transcend utilizes to trick the brain into opening the BBB is expressed in important regions of the brain, including areas critical to learning, memory, mood and impulsivity. This receptor is significantly expressed in glioblastomas and in key areas of the brain involved in a plethora of psychiatric and neurological diseases. I think these represent very intriguing targets for biOasis." news release 2017

BTI has already researched xB3-Avastin for glioblastoma preclinically. Perhaps xB3-Avastin can be used with xB3-panobinostat in a drug combination approach to treat these very difficult cancers with short life expectancies. A drug combination approach would appear necessary. This could create further synergy increasing patient life span and increasing the revenue opportunity for Biodexa.

Midatech has estimated the glioblastoma market to be worth $5-$7 billion annually and the market for the ultra-rare pediatric cancer it is targeting in trials at $100 million.

If Biodexa could significantly extend life-span for these patients could it increase the size of the market given the increased number of treatements over a patients life? xB3 could also increase the revenue opportunity given the IP. 

Midatech's CEO has also said that it will release tumor data early in the year for Q-Sphera. Q-Sphera may be able to 'hold' a drug longer in a tumor increasing efficacy. Tumors can be quite leaky allowing the drug to quickly escape. I don't know if the current plans for Q-Sphera include panobinostat. Perhaps xB3 could be used to deliver other Q-Sphera drugs to the brain. There is no technology that can currently deliver long-acting monoclonal antibodies. Q-Sphera's technology may be the first. J&J is currently researching Q-Sphera and Midatech's CEO believes this could result in a licensng agreement in 2023.

As for xB3-Herceptin, Rathjen has said the cost of the program is an issue. Being able to piggy-back on the infrastructure of the glioblastoma drug could help with efficiencies. BTI and Midatech can also share overhead. Biodexa could support a multi-product cancer alliance more efficiently. Could Biodexa also develop xB3-Q-Sphera-Herceptin creating a long-acting version of the drug potentially administrble by injection as opposed to IV and requiring fewer administrations over time of therapy?

Could Q-Sphera further be used for Lysosomal Storage Disorders creating longer lasting enzyme replacement therapy requiring fewer administrations and being administrable by injection as opposed to IV besting Denali? Chiesi's Protalix has managed to reduce the number of doses required for Fabry. Could Q-Sphera further reduce the number of doses of Chiesi's Fabry drug and further be combined with xB3?

xB3 is used with monoclonal antibodies and may be able to be used with Q-Sphera. As for the monoclonal antibody market:

Q-Sphera

"The global demand for monoclonal antibodies market is projected to increase at a CAGR of 12% during the forecast period between 2022 and 2032, reaching a total of US$ 647.01 Billion in 2032, according to a report from Future Market Insights (FMI). From 2017 to 2021, sales witnessed significant growth, registering a CAGR of 6.1%."

US$647 billion?

Imagine if that was right and Q-Sphera is a one-and-only in the world capable of delivering long-lasting monoclonal antibodies.

The world's largest healthcare company(J&J) is collaborating on Q-Sphera.