Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
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SSB - glad I sold my BRH last week, not at the top but well above the current price.
Rob Clarke
@RobClarkeLab
·
1h
It’s been a great year for @MCRBreastCentre activities with your invaluable input as MBC Research Coordinator. Looking forward to to another successful year and hopefully some face to face meetings and seminars.
@BreastCancerNow
@TheChristie
@MCRCnews
https://twitter.com/robclarkelab?lang=en
Hi Moneymuch,
I appreciate your referenced posts and info, yet must say you have been predicting changes in the price for quite some time now and it hasn't happened. That undermines your message. As I mentioned in another post, I have been invested in EVG for quite some time (2017) and don't plan on selling any time soon.
Thanks for that Compoundinterest, obviously i do convey my positive opinion , but it's backed up by solid and relevant research, something that those with a negative slant on Evgen's prospects and potential have difficutly with.....anyways, each to their own, looking forward to 4th March Admission day when Evgen will be fully funded to "dramatically accelerate" development of theirmultiple disease target pipeline......i'm sure Huw will have plenty of postive material updates in the coming weeks, to drive the sp to new highs.....Fill Ya Boots.....back to Double figures in a blink. ;-)
IMO MM's opinions and comments have been very insightful and valuable. It would be great if more contributed to this forum. An easy solution Star and SSB, If you don't like his posts then just block him. I very much like to see his regular posts.
ps Starjump, and what's your username over at Advfn , as a matter of interest????
You should try reading some than mate, you might learn a thing or two, unless you have a jaundiced disposition of course with a slant towards the negative. Gl ;-)
I've got to say Moneymunch, I've been looking for information as a potential new investor and every time I come to LSE or ADVFN, you've buried all opinions in lengthy spam posts.
Please post using the #EVG hashtag on Twitter instead of shutting down all conversation.
"While the recent returns on many investments in listed biotechs is impressive, some investors are recognising that even they can be dwarfed if they give their backing to the right company early enough in its development. Those investors know that the best value will come from investing early in a company at cheaper valuations, with the rewards coming if that company has a product approved. The risk/reward analysis has been tipped in favour of reward by the evident strength of biotechs over the last 12 months."
" Two of the most recent examples are the placings by Evgen Pharma plc, the clinical stage company focussed on the treatment of cancer and inflammation, and Synairgen plc, the respiratory drug discovery and development company, both listed on AIM. These biotechs are suddenly in the enviable position of having to choose between scaling back allocations or only accepting the money on the table from specific investors."
.........................
Booming biotech sector allows for choices over investment
Out-Law Analysis | 23 Feb 2021
https://www.pinsentmasons.com/out-law/analysis/booming-biotech-sector-allows-for-choices-over-investment
STAR-COVID19 study is sponsored by the University of Dundee and funded byLifeArc
The study is recruiting patients with ARDS of any origin, is not limited to COVID-19 positive patients.
ARDS is a long-standing serious health problem and will remain so long after the current pandemic subsides.
Pre-COVID there were 190,000 patients and 30,000 ICU beds p.a. utilised in the USA alone
Glioblastoma
Very poor life expectancy, average time to death after diagnosis 14 months, 5% five-year survival.
Current treatments include surgical resection, radiotherapy and chemotherapy, frequent relapses.
In vitro studies with patient-derived cell lines showed dose-dependent reduction in proliferation and migration.
In orthotopic xenograft models, treatment with SFX-01 increased disease-free survival and lengthened tumour progression times, an effect that is synergistic with radiotherapy.
Use of Proceeds
The Fundraising will raise gross proceeds of up to GBP11 million - admission date 4th March 2021
The net proceeds of the Fundraising are intended to be used as follows:
to fund further preclinical work for metastatic breast cancer (mBC), glioma and a further cancer indication yet to be announced;
subject to further pre-clinical progress, potentially fund a clinical trial in glioma patients;
to complete the formulation and scale up manufacturing of SFX-01;
to complete all preparatory work required to file an Investigational New Drug application in the US in respect of SFX-01; and
to fund the Group's operations through to mid-2023 including two key senior hires, being a Chief Business Officer and a Chief Scientific and Medical Officer.
Summary
Capital efficient, virtual, focus: cancer and inflammation/ARDS-COVID
Granted IP on SFX-01 and analogues
Multiple value inflection points, licensing deals in our therapy areas range from $90m to $325m with $11m to $35m upfront and double digit royalties
Highly experienced board and management
Non-pharma partnership – market launch 2023
Lol SuperSB, on the contrary, a fully funded Evgen with multiple shots on multiple targets looks rather exciting imho...Gl ;-)
Developing a new class of pharmaceuticals- based on highly biologically active “sulforaphane”- applications in multiple therapeutic areas based on a network of targets
Four target diseases in cancer and inflammation, each with high unmet clinical needs
Unique platform technology– Sulforadex, stabilises unstable sulforaphane, lead SFX-01
Strong, granted IP covering composition, manufacturing and novel derivatives
Highly experienced board and management
Businessmodel: establish proof of concept and partner. Multiple value inflection points
Recent Achievements
mBC Commencementof pre-clinical collaboration with University of Manchester and The Christie Hospital. Generate data to optimise positioning of SFX-01 in breast cancer treatment following promising Phase2a clinical data.
Out license marketaverage: $19m up front, $144m total, 10-14% royalty
ARDS/COVID First patient recruited in STAR ARDS trial. Now 102 patients recruited
190,000 ARDS patients in USA/year pre COVID
Out license market average: $35m up front, total $325m, royalty n/a
GLIOMA Receipt of powerful pre-clinical data including significant survival benefit.
Out licence market average $11m up front, $90m total, 8-12% royalty
ONC3 Collaboration underway with a prestigious academic institution on a target relevant to solid tumours and bloodcancers
PARTNER Sulforadex technology licence concluded with Juvenescence for non-pharmaceutical applications using naturally derived sulforaphane $10.5m in milestones/options plus royalty. Market launch in 2023
SFX-01 Can Be Life-changing
Diagnosed age 40 ER+ Her2- early Breast Cancer
Received surgery, chemotherapy and tamoxifen
After 5 years diagnosed with pleural nodules
Enrolled into Phase 2a trial May 2017 –tamoxifen + SFX-01
Objective response to treatment, very well tolerated, able to continue her life caring for her 2 young children and husband with head and neck cancer
Entered the extended use programme and had Stable Disease for a total of 597 days, including tumour shrinkage of 63% from baseline
5 patients remained progression free after 1 year of treatment with SFX-01 + ET
Star-Covid19 Study
Strong evidence that Nrf2 activation is relevant in acute respiratory distress syndrome(ARDS).
The Nrf2 pathway has been foundto be suppressed in lung biopsies from COVID19patients
Sulforaphane is one of very few activators of the transcription factor Nrf2- via suppression of KEAP1, allowing Nrf2 to restore redox homeostasis, protect against oxidative stress and provide suppression of inflammatory mediators
SFX-01 is the only synthetic druggable form of sulforaphane suitable for clinical trials and was selected for the COVID study
This Phase II/III trial is a randomised, placebo-controlled trial, sponsored by the University of Dundee and funded by the UK charity LifeArc. It is investigating whether the Company's lead asset, SFX-01, can reduce the severity, or prevent the onset of, acute respiratory distress syndrome ("ARDS") in patients with suspected COVID-19. Patients may be included in the study if they are infected with SARS-CoV-2 or another respiratory infections causing community-acquired pneumonia.
The trial design includes an assessment of safety and futility by a Data Safety and Monitoring Board ("DSMB") who will review unblinded data on the first 100 patients treated. In addition to the DSMB safety and futility assessment, Dundee University ("the Sponsor") has decided to review the top-level unblinded data in a preliminary assessment of possible efficacy. This may lead to adjustments to the design of the trial for remaining patients, including in patient numbers, and possibly early termination for either safety, futility or alternatively, strong efficacy. It is expected that this initial data will be available during the second quarter of calendar 2021.
Covid-19: How the pandemic forged One Dundee
Published on 17 February 2021
The University has always promoted a message of “One Dundee” - of a community united in good times and bad. That ethos has been exemplified by the response of the University and our community to the Covid-19 pandemic over the past year.
Having forged a reputation as one of the country’s leading lung experts, Professor Chalmers has become a regular fixture on television and radio, updating the public on his work.
“Right from the beginning of the pandemic, our scientists were here, collecting samples from people with Covid-19, helping to treat them, and trying to find new treatments by conducting vital clinical trials.
“One of the major challenges traditionally faced by scientists is the time taken to write grants for research funding. We didn’t have that time during the pandemic, but we worked with great partners, like the British Lung Foundation, that allowed us to redeploy staff that allowed us to work on Covid-19 projects.
“While an exciting time for scientists, we have always been aware of the threat posed by this illness and the sacrifices being made by so many people as we adjusted to living with it. What we can say, however, is that the research undertaken here has really helped to improve outcomes for people suffering from this disease.
“We started two major randomised trials of therapies, including the first major clinical trial led from Scotland. We also started a unique collaboration between scientists and frontline clinicians working with Covid-19 patients. Working together has helped us to produce results in a rapid timeframe.”
https://www.dundee.ac.uk/stories/covid-19-how-pandemic-forged-one-dundee