Stefan Bernstein explains how the EU/Greenland critical raw materials partnership benefits GreenRoc. Watch the full video here.
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My concern is that opinions about what clinical evidence might be forthcoming are not facts. Presenting them as if they are in order to establish a valuation is not great analysis
Product X is truly a disruptive technology and will revolutionise the treatments of Disease Y. The CEO says its is amazing and Z million people who suffer are all looking forward to this revolution happening at some unknown time in the future. It definitely works all the time, some of the time.
I'm with you guys all the way here .I want big things for this company and my wallet .We will see if we get a retrace , back into the twos without news and a steady climb .The next few days ( if without news ) will tell their own story I wager . Let's just say I'm " cautiously optimistic after the events of the last few days .
Covid new cases reached a new high this week loch, SARS numbers dwindled as those infected weren’t as contagious and easily identifiable so the spread could be contained.
https://twitter.com/TetotRemi/status/1268508140250808320
Well if you look at some of the " shooting up " seen in the past .This is a rise , compared to past " shoots " .I'm not complaining, I'm happy with that but we will see . Let's see if it moves as quickly to 2.15 with no news as it dropped down from 215 ??
Lochranzalad
"hence the price not shooting up today"
Er. It's up 8%!!!
What more do you want?
Rorkes drift ... good points made .The ceo did say fully funded for this year , he meant well with the placing but many bailed out during the orchestrated drop .New buyers are perhaps more wary now , hence the price not shooting up today .There is positivity as shown by the fund raising activities but sometimes when an untoward and manipulated event like what we have seen over the last couple of days happens ( plus the sky news interview this afternoon ) re.. Astra zeneca vaccine ) it's possible that the playing field is slightly different now. Still a great company with lots of potential but if the covid situation improves ( dwindling infection numbers like sars ) we will be headed south somewhat .Might not be popular observations but imo , realistically cautious ones . I have derisked my holding today but still in here for the foreseeable future .I hope we all get a great long term result .
Avacta already have $500m in upfront and milestone commitments from Moderna, ADC Therapeutics and LG Chem In return for licensing certain affamirs in various therapeutics they are developing BEFORE this step has been completed
Yet they still felt the need to raise £45M yesterday
listair Smith has already said that by working with a large, well resourced partner he believes an affamir based therapy would be delivered much faster than a vaccine and believes the likelihood of success would be high
Well if the CEO says it .....
1. You state "Affamir based neutralising therapies offer massive advantage over other candidates for both protecting against and treating Patients with SARS-COV-2 particularly in cost, speed to market and rate of production"
Do they. I can see trials and initial results for convalescent plasma - a proven therapeutic approach. I'm not aware affirmers have even been tested in animal models of covid.
What is the Pharmacokenetics - presuming its a bolus rather than an infusion but is it hepatic or renal clearance.
Is the affimer distributed to all body compartments or is it possible for the virus to "hide"
Does the affimer interact with other proteins within body - how much is enough, how much is too much
I'll give you they might be cheaper to make.
This is a superb read, strongly suggest everyone digests this fully. My Highlights from it:
- Affamir based neutralising therapies offer massive advantage over other candidates for both protecting against and treating Patients with SARS-COV-2 particularly in cost, speed to market and rate of production.
- Alistair Smith has already said that by working with a large, well resourced partner he believes an affamir based therapy would be delivered much faster than a vaccine and believes the likelihood of success would be high
- One of the most critical value inflection points is proving affamirs to be safe in man (everything suggests they are but need to be proved in phased trials). A partnership on the neutralising therapy would not only deliver enormous value in it’s own right but significantly bring forward this inflection point
- Key to this is up front payments to Avacta in partnerships would at that point move from 1-2% of total potential value to 10-15% instead - FOR ALL FUTURE PARTNERSHIPS
- Other players in similar fields have had very significant cash injections from major pharmaceutical companies - eg Sanofi’s acquisition of competing antibody based neutralising therapy provider Nanobody for 3.9 billion Euros plus major pharmas eg GSK investing $hundreds of millions in equity injections to other providers
- Avacta already have $500m in upfront and milestone commitments from Moderna, ADC Therapeutics and LG Chem In return for licensing certain affamirs in various therapeutics they are developing BEFORE this step has been completed
All in all a fascinating read and really helps hammer home the huge potential upside here with a clear route to achieving it and a possible significant acceleration from a neutralising therapy for SARS-COV-2 but critically that doesn’t rely on this. Puts the shenanigans of the last few days in perspective somewhat when you considered what this business could be in just a year or two.
Thank you Myles if you read this, as ever a hugely informative and brilliant paper.