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Here’s hoping(!).
Exciting week and months ahead then!!!
Rebiotix very much focused on gastrointestinal but they seem to have made good progress with c-diff and could still win the race to get the 1st microbiome drug approved
Just had a quick look at Rebiotix which has been mentioned in an earlier report. They started trials before us but have been bought out.
Looking on excitedly. My experience is these things always take a lot longer than I expect but it sounds like progress is being made.
Ok but this is already as good as an RNS. We are going to a conference where the theme is Partnerships between companies to discuss the partnership with MSD.
If it wasn't going well why would anyone bother?
I do not expect an RNS tomorrow but one would be nice.
Quote from the MSD scientists article. Stating that Flagellin is an important stimulator of response to influenza vaccine. Very potent flagellin is what makes 0518 so effective, so I think that is one of the candidates MSD are looking at.
"Notably, several studies have identified specific microbial products or host factors that mediate the effects of the microbiome on vaccine response. Broadly expressed microbe-associated molecular patterns (MAMPs) may mediate key effects of the microbiota on vaccine response. Indeed, a recent study demonstrated that signaling by the pattern recognition receptor (PRR) TLR5, stimulated by the MAMP flagellin, is important for vaccine adjuvanticity"
I suspect the vaccine program will relate not only to new vaccines being developed but also ones that have already been developed like polio but not effective in all groups
I am very encouraged. All the more so that we are about to start another trial with Merck KGaa (this is not US Merck but an entirely separate German company) and Pfizer for Bavencio.
Sangi just spent half an hour quickly looking at the article by the MSD scientists. I didn't realise so much research had been done on the subject. Merck well up to speed with what has gone on to date and I am a bit surprised that they have collaborated with such a small Company as us. All very encouraging me thinks.
You do need to try and get to grips with the science, clinical trial readouts, published research and the wider context of what small biotechs are doing in a particular area.
If I hadn't I wouldn't have known to get the hell out of one UK Aim biotech and why I am comfortable holding here
The science is indeed complicated. I tend to read the abstract and summary of any articles rather than go down rabbit holes of stuff I don't understand.
I think this recent article is really important by the MSD scientists about the microbiome and vaccines/immunotherapies. Will give it another skim read later.
https://www.frontiersin.org/articles/10.3389/fimmu.2021.643255/full
I was at the point where I was prepared to write off the vaccine collaboration due to some comments made by DP in a recent article but am now really excited again by it.
I see 4D as a Tesla type company in that there are so many strings to their bow that could exponentially increase their value over time.
That's why I participated so heavily in the Oliveira Firesale
Sangi re the MSD collaboration on vaccines. These Americans are sharp cookies and they must obviously see something very special in our MicroRX platform capabilities. The fireside chat should be interesting although the science is too complicated for most of us I would imagine.
This is worth a read from May 2019 with regard to the need to see good science backing up good data before big pharma really want to get involved.
As an idea of scepticism among mainstream investors I read the FT pretty much every day and I can't remember seeing any articles about microbiome based therapeutics whereas they have often featured stuff like Crispr gene therapies.
https://www.labiotech.eu/in-depth/human-microbiome-research/
From the horse's mouth just under a year ago.
"Studying the microbiome adds a new dimension to our current research and development processes,” says Gokul Swaminathan, associate principal scientist, investigational biology. “The role of the microbiome in regulating the immune system and how it contributes to vaccine responses is of particular interest right now. We are conducting both preclinical and clinical research to better understand how vaccine responses differ in the very young, in whom the microbiome is evolving, versus in older people given that the microbiome changes with age.”
https://www.msd.com/stories/msd-scientists-probe-how-our-bodies-bugs-impact-immunity-and-disease/
Twitter post by ant man https://twitter.com/online_antz/status/1441380716722393088?s=21