The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
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Heartbreaking figures, when you consider how much progress has been made year on year.
I was reading last week somewhere, but not sure whether this is people or appointments, but 3m people/appts have been lost in the UK since the virus began
We are going to need something like a successful Moditope very quickly if Scott Atlas is anywhere close with these figures:
" In the US, 46% of the six most common cancers were not diagnosed during the shutdown… These are people who will present to the hospital or their doctor with later stage disease — many of these people will die. 650,000 Americans are on chemotherapy — half of them didn’t come in for their chemo because they were afraid. Two-thirds of screenings for cancer were not done;"
https://unherd.com/thepost/scott-atlas-im-disgusted-and-dismayed/
Ruck that market though is that for treatable renal cancer?.... only with modi1 the modi1 market in any of it's targets is more to me about the number of sufferers it can treat we hope with a high % rate of success... and many of these will only be in the market of palliative care.
Ray,
The market for renal cancer is currently 9 billion USD per year. I'm not sure if Modi is suitable for all types but just a 10% market share would be worth 42p per share.
Add that to the other 3 and I get £1 per share for MODI1 alone.
Likewise Ruck my Corporate Action Deadline is noon Monday so decided to for a few extra.Am pretty hopeful to get most of them but always interesting to see how these play out.
Thanks Ray. I'll add that to my model later today. I know no one can come up with an accurate price, there are too many variables. I just use it as a sanity check to stop me dreaming too much! Anyway, my sanity check says 13p is "cheap" so I have applied for excess in the OO. What I don't get I'll buy on the open market. We drift back to the offer price until the news starts coming in.
Hi Ruck
"Renal" is the 4th according to a recent presentation (Feb 2020)
https://www.scancell.co.uk/Data/Sites/1/media/docspres/presentation-to-lsx-world-congress-february-2020.pdf
Slide 14.
I guess they may have targets on the bench waiting to come on as well.
Ray,
I have the same dream, a bit blurry so I couldn’t see who the batsman at the strikers end was.
Hang on, you support Burnley, are from Lancashire, dream of saving England - are you Freddy Flintoff?
Back to topic - MODI is still the jewel in the crown as far a financial reward. I’ve got 61p on mod1. I only have three targets - TNBC, ovarian and head and neck. What am I missing?
Good morning all,
The idea behind my post was to show what is now very much a prospect for the coming 15 months. Throughout 2021 there are many pivitol stages across the potential 3 trials. None of us know just how much the pandemic is going to hamper clinical trials but I am hopeful that the NHS over here will isolate a percentage of hospitals so these important types of trials can be engaged.
I would also hope that the same principal is implemented in the USA.
I totally agree with Ray that the MODI1 trial is the most exciting prospect and it will be an amazing day to wake up and read that the trial is to be expanded.
Now that is an RNS worth waiting for.
We also have a very interesting four weeks ahead of us all combinating in the Virtual AGM.
I am enjoying every minute of the anticipation.
Chester.
LOL
I also dream of coming in to bat in the final innings of the final match in an Ashes series. The series is tied and England are in a desperate match situation but a brilliantly crafted unbeaten century by yours truly sees England home.
Ray,
Wake up and stop dreaming!
To me the most important of the 3 possible trials is the modi1 trial. I certainly don't think Lindy will tempt fate and try to use a new delivery method on this. It sounds very much that it does not require a special delivery. It is powerful enough in its own right and unlike IB it does not require dual presentation to become effective. So, maybe chester's calendar is a bit pessimistic for modi1 and this trial will get going as planned in H1 2021. This is not really a single trial, it is 4 cancers in 1 trial. Imagine the excitement if all 4 are deemed safe in phase 1 and immune responses are detected in all 4. So in this case the best possible scenario is good preliminary data in all 4 by end 2021. No prediction on the SP if this happens :-)
Imagine also if the above result coincides with good data from the SCIB1 trial.
Wake up Ray and stop dreaming some would say. :-)
However, I do think that maybe the Covidity trial will be held up until the delivery method is perfected. Hopefully we will hear more of this in the presentation.
Morning TF, any list such as that can only be hopeful, in theory and subject to being ready for trial The question of when you can get back into trials has been mentioned many times here recently and in view of the monies received from Redmile it would seem that could happen sooner than we imagined. There is no doubt the virus has affected cancer trials globally and it is becoming increasingly imperative to get them started as soon as possible. A very competitivce race coming up, another one!!
Post rec. but obviously your list is hopeful and in theory. I'm very positive about Scancell's future too but I am mindful of Scancell's evident difficulty in getting any patients into trials. I hope this will change but IMO your milestones are rather fragile and we are also exposed to the risk that progress will be held up further as CV-19 rages on. Whilst having greater resources at hand will oil the wheels, we can't be sure how it will go. But Redmile surely know where they want to take this and we'll find out later !
However, in some ways I am more optimistic than most - just MO but I think the SP will rise much quicker than many have noted (due to increasing awareness) - something 'left field' is likely to come around the corner with all this science patented and bubbling nicely.
Meantime ZZZZZzzzzzzzzzzzzzz Nice Sunday all.