Post by
biorun on Jul 13, 2023 10:13am
Key pieces
My take:
1. Strategic planning, looks like more and more emphasis on outsourcing to expertise they don't have or have time for.
2. Regular engagement with AbbVie says this is moving. I don't suspect they want to risk anything in the agreement by sharing a real progress update on this - it's too important for it to be lost over that and quite frankly nobody here really wants that either. Need to continue to watch the trademark registration space or follow people around in the parking lot. (Kidding)
3. Anti-aging sounds like it's going to rock, and hope they focus on a partner or partners that get to sales volume globally as quickly as humanly possible. They need to use their strategic planning brain and work on non-conventional approaches in an agile fashion here.
4. Anti-viral seems to be a cat with nine lives. Obviously Geraldine sees something truly remarkable otherwise she wouldn't keep pushing new variants at the independent testing lab. If this one hits the bullseye then this is a candidate for pre-clinical take-out by big pharma - there would be enough data to support big pharma participation financed by them or outright sale.
5. Sglt2 in its original recipe looks to be valuable only from the new advancements they have discovered and can't talk about until IP is protected.