I like 1AD and they're cheap as anything. They own their IP themselves and there seem to be some v exciting medical possibilities.
They stopped one clinical trial to move from an injectable drug for lung disease to a more convenient inhaler delivery. For which they were hammered in the SP. Such is life.
Their product is made-to-order proteins that can act as antibodies. ie if you have an antigen, they can quite likely come up with a protein that can bind with it.
One of the hottest areas at the moment is CAR-T immunotherapy where a patient's T-cells can be engineered to find and destroy cancers whilst leaving normal cells alone.
1AD has an agreement in pace with a lab co-owned by Twiggy F to manufacture a CAR-T treatment that can be FDA trialed.
When I look at 1AD's competitors: IMU, CHM, PTX I see companies more into marketing feelgood shares by (and for) non-medicos, that have less chance of therapeutic success. I don't like they way they mix medicine and business.
Realistically none are close to a cure. So I check out the market caps and place my bet, oops, order for the company that has the least hyperbole.
