Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
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Yes Ques there is a lot of little bits of detail in the presentation that needs a few reads to pick up on .
Interesting to see the Clevegen roadmap laid out , with the Matins running as a monotherapy trial , then combination trials planned to kick in through 2021-2022 .
The topline data from the expansion cohorts is going to be the crunch news - Q4 this year .
Surely that will be when some partnerships will be announced , as although Faron are well funded , running phase 3 trials on 10 different tumour types will require mega bucks and some kind of external deal .
Hence Markkus prediction of shareholder value gains in this Q4 .
He was almost shaking with glee when he last talked of the interest in the Clevegen program now by potential partners .
Hard to predict if they plan to continue with Traumakine as 100% owned by themselves . They certainly seem to have to manufacturing budget in place , but in 2018 before you know what happened , they were talking to companies about partnering , and immediately went back talking to them once they had some answers .
But who knows , the stakes are a lot higher now , and the rewards for a viable ARDS treatment are unbelievably higher than they were 9 months ago .
As our friend Zen used to say alot , the entry price for a partner has just been going up and up .
And the fundamental status of the number of shares ( 47m) , and the free float ( 25m) make for a valuable share if things go the way we hope .
Regarding my post a couple of minutes ago I just noticed that they say later on page 24 that the selection of the first pivotal Matins cohort is Q4 2021. So it’s a bit confusing!
Thanks Sax, great post.
I mentioned this a couple of days ago but the biggest Clevegen news was tucked away a bit in the RNS, probably low key until the formal update.
It’s also on Page 13 of the interims presentation...
1) Matins ‘adaptive design enabling pivotal data generation’ is the sub-header and the context for this
2) For the first time we have four cancer cohorts for expansion into Part 3 (Confirmatory) of the trial - i.e. pivotal!
3) Part 3 starts Q4 2020 on the timeline.
Imagine the share price impact of having those four cancer cohorts in a pivotal stage 3 trial this year...!
And potentially more as they don’t have enough data on the other five cohorts yet.
Thanks Sax.
Sax thanks for that great post, very well summed up and just shows the potential of T and C and let’s not forget the “secret weapon” good times ahead. Q4 begins next week!
This story popped up about a month ago somewhere , about the two brothers getting ill , and scientists mooting a genetic link .
Looks like thats the case , and to be tied in with the interferon response makes its even more relevant for us .
Then add in Farons discovery that certain people hold a single nucleotide polymorphism in their genetic makeup that make them more responsive to Interferon treatment . This allows doctors to decide ( after a quick PCR gene test ) who may benefit the most from Interferon treatment ( on average 30-35% of Caucasians , 40-45% of Africans and 10% of Asians )
Then add in what they now know of the role of corticosteroids when mixed with Interferon treatment , and we are in a far better position in understanding the effective role of this treatment .
The 2018 RNS explaining it -
https://otp.tools.investis.com/clients/uk/faron/rns/regulatory-story.aspx?cid=2223&newsid=1214524
The 2019 patent -
https://patents.justia.com/patent/20200199677
By narrowing down and targeting the groups who they expect to be most receptive , the statistical effectiveness of Traumakine should just keep on rising .
The fact that we are still running in Solidarity , and have been promoted to a mono therapy domain must surely derisk the chance of total failure to zero . Add in the fact we are in the same position with Remap , things are boding very well .
Add in that now we have manufacturing partnerships , and Govts and institutions throwing money at us , and long term up scaling plans for commercial production of a patented freeze dried form of Interferon .
Surely Q4 will be the £10 quarter ( for starters )
It will be well deserved by the company , and for the positive and loyal shareholders .
And that will be just the start of the next step of the journey .
Its a real possibility now that we get a Clevegen Matins update and a Traumakine trial update in the same month or even week .
Exciting times ahead
https://www.bloomberg.com/news/articles/2020-09-24/covid-doctors-follow-dna-trail-to-potential-immune-treatment
This makes interesting reading . ( from Yesterday ) It claims that interferon response dysfunction may underlie 14 % of critical patients condition. So interferon therapy could be a crucial intervention, as we all hope it will be.....