En artikkel jeg fant i dag som egentlig har ingenting med PCIB å gjøre, men som likevel resonnerte i PCIB, hvor et av de virkelig store bullscenarioene er at deres leveringsteknologi kan være med å bidra til verdi for partnere:
Ligand Pharmaceuticals: Diversification in one stock
One great way to reduce risk is to avoid putting all your eggs in one basket. Ligand Pharmaceuticals certainly achieves this goal. The company has over 160 programs that are in various stages of commercialization and development.
How can a biotech with a market cap of around $2 billion manage to build such a large portfolio and pipeline? Partnerships. Ligand has forged partnerships and licensing agreements with over 95 biotechs and pharmaceutical companies. Just think of a well-known drugmaker, and there’s a pretty good chance it’s one of Ligand’s partners.
The key is that Ligand’s technology platforms help other companies develop drugs more effectively. Ligand’s top technology, Captisol, is a chemical that improves solubility, stability, bioavailability, and dosing of active pharmaceutical ingredients in drugs. Those are highly desired characteristics that keep drugmakers coming to Ligand.