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Nice couple of posts there Neilin. Good work my 'ansom. Couple of ticks from me.
Only look in here occasionally. This visit has been enlightening. Good to see some of the original bould crew still involved. Jace, cymru, towi et Al. Greetings all. Hope you're keeping well. Some of us been locked in for a while now.
All the best to you all. Hope Mrs Neilin has a speedy recovery.
ATB LB
Cheers Neil,
I've gone through the lot. Interesting, as always well done on your research and effort.
Look after the Mrs and I wish her a speedy recovery.
Thanks Neil
Best wishes TOWI
Hi The Oracle.
I mean Cizzle.
Pharma's are known for their initial conception, then outsourcing (with support) to other companies with the capability of development / test / commercialisation of the product. It is at this point that the original company steps in and wants the future benefit. In our case, it is not just a single product, nor a single market.
As well as expanding our range of detection tests, we are busy signing agreements in other countries.
One thing that no one has even mentioned, and i hesitate to dare mention it myself, is the fact that we are only talking about test kits.
It is possible the CIZ1 monoclonal antibody can form part of a TREATMENT for cancer. I.E. development into drugs.
A monoclonal antibody drug can fight cancer in a number of different ways...
They can coat the cancer cells and make them easy to target for destruction.
They can trigger the immune system to destroy the cell membrane.
They can block cell growth which cancer relies on for survival.
They can block blood cell production to the cancer cells.
They can block immune system inhibitors, allowing your body to produce the cells required to fight the cancer cells.
They can attach themselves to the cancer cells and cause them to self destruct internally.
They can deliver a radiation particle or chemotherapy directly to the cancer cells without affecting good cells.
If we eventually develop from test kits to monoclonal antibody drug treatments, i can't even imagine what this could be worth.
Actually, i can.
If you look at a post i made June 14th 2021, you may get the idea.
(And just look who is mentioned !)
Neil
Glad you are ok Neil and best wishes to your wife.
A great post that again reaffirms our hopes are valid and the potential here is huge
Neilin62,
You mentioned AZ making a move on us. Did you mean for AZD1656 or Cizzle.
If Neil's post is a bit too long for some, I'll summarise in one word.
"Buy"
Lol
Joking aside anyone not here for the long term is a bit silly. By all means take away risk of you choose but I've always said, this isn't a trader.
Hi Cymru229,
Thank you for your kind post. Yes, i'm still here. The wife has a bit of a health issue, so not been posting much of late, but i do still try and catch up with the messages, and see what else i can find.
I was actually about to post on Wednesday evening that i was expecting news on the Arcadia front, and i'm glad i didn't now, as the timing may well have raised a few eyebrows.
That one piece of news is very good news in itself, with SGSC in talks with other pharmaceuticals to fund additional studies and bring it to the market, making us one step closer to realising the royalty payments we would be due, which would be pretty substantial in my view given that it is not just being marketed as a covid treatment, but in conjunction with diabetes, and other pulmonary issues, of which there are many conditions.
Again, i would look at who the initial beneficiaries of this treatment are (AZ) and i still maintain that at some point, they will take us over. But even better news is the success of the antibody & reporter protein. Amongst the news was the little snippet of info stating that we now have a new project primarily focusing on breast cancer. Some of you long term holders may remember i mentioned in a post quite a while back, that while watching the webinar with Dawn Coverley, that the question was asked "can this test be used to detect other forms of cancer" and that her expression was very telling. I am damn sure she knew at that point what she had, and where it could be used, and now it is confirmed.
I would also put my last penny on betting that this is not the end of the matter. Do not be surprised to find news in future telling us that the test can be used to detect colon cancer, pancreatic cancer, etc etc. It is all about the particular protein that gives the best marker for a specific cancer. And we have been told that they are "extending the range to detect other cancers" and that we are engaging other suppliers to provide further antibodies. Now, you don't do something like that unless you know what is coming!
On the China front, i would expect to see news pretty soon , given that we now have a successfully produced antibody, and the protein ready for development of the test. Something along the lines of the time of supply to China the reagents/antibodies to commence manufacture of the test kits.
More good news is the deal being made between Behnke / Cizzle / Fairjourney.
America is a massive market and since they don't have a 'free at point of use' health care system, getting a test such as ours into their market would be a major coup. I did a few "back of an envelope" sums just playing around with numbers for this market alone - number of cases, likely take up of our kit, an average price per kit, and the alternative costs to the medical insurance companies for conventional cancer detection/treatment, and the numbers are quite honestly staggering. The current Mcap would look even more of a pittance than now.