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T2, morning
Hope you shake off that bloody Covid and get back to being No 1 on info here
Hi Krone I agree anything is possible but there will be substantially more value with phase 1 data presented and BOD will have analysed the relevant risks with regards to waiting until after phase 1. An upfront cash deal is possible now but a full T/o could see Sar sold short without phase 1 data for 1801 imho.
Also from New Scientist re risks of long covid based on variant -
https://www.newscientist.com/article/2324932-long-covid-risk-with-omicron-variant-may-be-half-what-it-is-with-delta/
Interesting article in latest New Scientist - Genes give clue to your covid-19 risk:
"More than 1000 genes may contribute to an individual’s risk of developing severe covid-19, on top of factors such as age, ethnicity and any health conditions.
Most of the genes, discovered in a study of more than 1 million people, affect the functioning of two kinds of immune cell.
If the results are confirmed, they could help devise a test that assesses a person’s risk of getting badly ill with covid-19, says Johnathan Cooper-Knock at the University of Sheffield, UK.
Cooper-Knock and his team used artificial intelligence to analyse results from a global data set called the COVID-19 Host Genetics Initiative. They looked at which genetic variants were more common in about 5100 people who died or needed respiratory support because of covid-19, compared with about 1.4 million people who never tested positive for the infection. None of the participants were vaccinated.
They found 1370 gene variants linked to covid-19 severity, with these coming up again when checked against two similar data sets. These variants accounted for three-quarters of the participants’ genetic risk for severe covid-19.
Next, the results were cross-checked with information on which genes are normally active in 19 different types of cell in healthy lungs. This showed that immune cells called natural killer cells and T-cells are key in controlling whether covid-19 becomes severe (Cell Systems, doi.org/gqb4mb).
Before the results can be turned into a commercial genetic assay to assess risk, a prototype would need to be tested further, says Cooper-Knock. Such a test may be less accurate if used on vaccinated people, as genetic susceptibility is less relevant if you have a vaccine, says James Davies at the University of Oxford."
Hi NDR - 2019 Endpoints article on pre-clinical deals provides useful insights into the potential for Sareum.
https://endpts.com/the-top-20-preclinical-biotech-deals-ranked-by-cash-upfront-reveals-3-big-players-and-some-major-league-stinkers/
I have just had my second bout last week. Very mild, two days of feeling a bit off. It seems to be super transmissive though. I was in the Lakes with my running friends last weekend and 6 of them have tested positive in the last two days. I'm expecting more of them to do the same.
https://www.news-medical.net/amp/news/20220620/Each-SARS-CoV-2-reinfection-causes-more-severe-disease.aspx
Boring myself with covid tbh. But more severe disease irrespective of vaccination status on reinfection. My local a&e closed now. But im so ****ing bored of this virus now
Bizarre that this new slippery variant hasnt had virtually any press coverage. Its been a while since most of us were jabbed so come the winter we may be back in the grasp of covid again, miserable thought. Still a pressing need for an effective therapy without a doubt.
Morning Ahfam, spot on!
As discussed here previously; a drug that tackles the effects of the virus, (along with a multitude of other issues of course) could be the way to go,
thus avoiding the variant-chasing approach the vaccines appear to be taking.
By their very nature, the current vaccines are always one or two steps behind. (Decent money maker for those concerned though hey).
When one considers current uptake hesitancy and booster fatigue for many, plus the costs of vaccines / their administration etc. the costs of trying to treat whole populations with vaccines designed for previous strains could be regarded as frivolous.. not that Pfizer are complaining. When evidence points to some folk having inate immunity and large sections of the populace with very very low risk of issues from covid19, targeting those more at risk or intervening for those who actually get ill with oral tablets would seem a far better approach. That's my opinion of course, others will quite rightly see it differently. Time will tell as to which approach or combination yields the results required.
ATVB
Morning Afham a T/O at preclinical stage is quite rare in the pharma industry. An upfront payment with milestones/royalties would be more likely. But as we know BOD have stated there is greater value after phase 1 and want to present phase 1 data to partners. For this reason I’d be surprised at a T/O atm but delighted as well if it were to occur.
Citizen here's my amatuer research-
https://immunityageing.biomedcentral.com/articles/10.1186/s12979-022-00271-2
Received
30 December 2021
Accepted
11 February 2022
Published
05 March 2022
We know that the WHO also recommends IL-6 againt covid (https://www.who.int/news/item/06-07-2021-who-recommends-life-saving-interleukin-6-receptor-blockers-for-covid-19-and-urges-producers-to-join-efforts-to-rapidly-increase-access) and more recently (https://news.un.org/en/story/2022/01/1109722)- we also know that our Tyk2 inhibits IL-6 from both the US Army Lupus research and the general slides from prev. Investor meet presentations.
Many happy returns chaps- the silence is takeout type defeaning.
The BA.5 story The takeover by this Omicron sub-variant is not pretty:
https://erictopol.substack.com/p/the-ba5-story
;)
ATB