The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
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Just a quick update - the Regulating Study no longer shows up on the main Nucleus Network recruitment page so it's still progressing nicely. It's just annoying that they don't update the trial docs to indicate how many volunteers have been recruited; that way we'd know how close we are to the endpoint.
If anyone's in the process of contacting TM about anything, it might be worth a gentle nudge re updating the docs.
Thanks hot. Always enjoy your posts . Appreciated.
Really hope that our chk1 is fast tracked for anal cancer , as very good data and limited treatment options do fast track possible
Hard to say how long it'll take to review the data. Sure they'll have automated processes to collate data from the blood work and the urine samples etc. but we don't know how many people are involved in the review process itself.
Also keep in mind the Nucleus Network are still recruiting for a psoriasis trial (may be ours, may be some one else) - https://www.nucleusnetwork.com/au/participate-in-a-trial/studies/the-regulating-study/
Thanks hot ...understand now . Phase 1a take long time to review? Surely these data with modern tech not take long
Hi Celtic - the main reason for a phase 1 trial is to check the safety of the drug. Part 1a is in healthy volunteers and 1b is in patients with psoriasis. Part 1b will only start once all data from 1a is reviewed. The sample size for the 1b trial will only be large enough that it'll indicate if 1801 is better than a placebo or not. If it is better then a much larger phase 2 trial will be required to learn how effective it really is in a variety of psoriasis patients.
At the moment out tyk2 is being given to patients . Is this only checking safety profile or will it be checking yo see if effective and kicks ass in posrisis?
Apologies if this has been posted before.
Much can be gleaned from the previous link such as
https://anzctr.org.au/Trial/Registration/TrialReview.aspx?id=385663&showHistory=true&isReview=true
Https://delta.larvol.com/Products/?ProductId=be1227be-baef-4873-a04c-eaf49ca69df4
Can be taken as an overview and reminder of progress so far.
Good post HbD.
They will only invest however in products that show promise.
So much depends on our safety and biomarker data.
Should our data prove great promise then the Thoth2 forecast of 14 pounds a share many moons a share may well become a stark reality.
One step at a time.
Regards
I do like it when the word trillion gets used.
https://www.fiercepharma.com/pharma/2024-forecast-ma-saw-uptick-2023-expect-trend-continue
"Another factor favoring a bumper crop of M&A in 2024 is the dry power on hand. Companies in the industry have nearly $1.34 trillion at their disposal to invest, which is close to an all-time high, according to Arda Ural, EY Americas Industry Markets Leader, Health Sciences and Wellness."
As mentioned before also anogenital was another one
GLA
With regards to 737 it would not surprise me if an indication would be in SCLC of which very favourable results were achieved in triple combo 737 LDG and PD-1/Parp inhibitor albeit preclinical.
Roivant’s Matt Gline on raising capital and biotech’s outlook for 2024
Following a $7 billion deal with Roche, the chief executive says Roivant is focused on reinvesting that cash infusion into R&D
A good read
GLA
Very interesting and pertinent link to Goldman Sachs.
As we know the small pharmas have suffered significantly over past 18 months.
A spike with covid in the sector then a massive fall.
This small sector being the backbone of future improved innovative therapies and treatments.
It needs financial assistance in the current difficult financial world economis climate created by the war in Ukraine and to a lesser extent Israel.
Much investment been put into companies that are in anyway connected to military production whereby you are basically guaranteed a return on your investment. Hence the biopharma market with potential far higher financial gain but associated higher risk of failure has subsequently suffered.
The question now is has the military production reached or is reaching its peak and has the small phsrma sector bottomed out?
Unless significant finance via investors is made then small pharma will suffer which will have a knock on effect by creating a void of new innovative drugs to the big pharma that are suffering from patent expiry pipeline and the threat of losing out to generic produced compounds.
For investment to be made there must exist a certain degree of predictable success.
As for a benefit to Sareum notwithstanding the restarted development of 737 but the development of current trials with SDC1801 and with the likely success of a more than satisfactory safety profile then l am certain that we will attract significant investment on data indicating the aforesaid.
Biomarker data will also come into play here and when combined with a satisfactory safety profile then there really should be now problem attracting investment.
Regards to all.
Did we not get invited to a Goldman-Sachs event last year?
I will glance over that tomorrow Gunner, helps one to understand a little, even though it is complex reading to understand all the jargon. Little by little as they say, but they are forward steps.
Good article Krone on patent cliff facing major pharmas, well spotted
Https://www.biopharmadive.com/news/goldman-sachs-biotech-venture-fund-startups/703524/
Freedom of choice and all that, or just mood swings. Feel free to go Positive or Negative or Negative or Positive for the weekend and next week. Maybe it will be usual crew that play head tennis or they are traders. :). As you for you Matty, I’ve got everything crossed that you get the opportunity to get more back then your investment. Everything must be going ok in Oz I’d of thought and 737 still in the game. Let’s see what happens in H1 & then H2. bol
£2 (old 4p) would be a good start and help Matt get back towards break even! Gunnar good to hear from you the DES oil to water fiasco was indeed bizarre.
FWIW I moved into U.K. Gilts in a fairly big way in November (please don’t tell family or friends!!)
Thanks Silver.
My biggest holding is GGP with just over 2m shares at and average of 1.1p (so in profit still, despite seeing £600k in profit evaporate since Dec 2019! ) and with what is currently happening over at Shanta Gold (where thankfully I only hold a modest 39k odd shares and where we are about to get royally shafted!!) I'm a little concerned something similar might happen with GGP (after the blatant sp manipulation seen over the last three years plus!!!)
With the rest of my Portfolio a total 'train wreck' if neither of the above two come good I'm going to have a very miserable retirement (with plenty of time to reflect upon what might have been had I bailed in Dec '19).
Happy New Year and good luck to us all.
Hi silver hope you had a great Xmas and New year at least they are still there I was in Desire the famous oil to water company fingers crossed for Sareum
GLA
Hey Silver then please don't tell your family and friends this will be £14!! 🤣🤣🤣🤣
Look at the S.P over the past few months £2.00 would be lovely and even that from where we currently are would be a great return.