Member Info for 1509

Ok
Can someone give nay there interpretation of what was included in an rns in connection with the fda meeting.
The reason I ask is, if Avion are prepared to administer lupuzor prior to full approval they must be very confident in it.
“Consideration by the FDA for a conditional approval of Lupuzor™, whilst the Phase 3 trial is underway.”

Morning Riseup
You have given me a headache
Maravai Life Sciences wow where do you start to try and get a handle on this one. At the moment too much research to try and get to the bones on this one for me.
Currently having a chat on IMM

Hi Mumbo
Been doing a bit more digging it looks like The mologic antigen test production has not started, they seem to be tied into only being able supply the antibody kit in the uk this may come to an end mid feb.
There also seems to be less demand for the antibody test .
Not a great amount of positivity on the odx board
First impression is to look for a different opportunity

D G
Thanks for the update I use HL and have things in place

Hi Monkey.
You do a good Borat impression.
TB put an rns out recently for iqai which put the company in the shop window.
I think RMS need to do something similar and quickly with a view to retaining Pi's who may look to sell because of lack of new about products p2f have coming up and what gyrometric is up to.
Like members on here we are looking to sell at a certain exit point so our votes will potentially be lost.
If they put out a rns giving details of what is happening now and what the exceptions are they my well hold onto shareholders

Looking to get back into the groove of odx.
I am ok up to the last results and the last thing I can recall was that there were hoping to get in on the Mologic antigen test but then Mologic started to build a production area presumable for the antigen test and I now understand that a company will produce the test for lower income countries.
Is anyone up to speed on odx?
Is the manufacture of the mologic antigen test falling through their fingers?

D G
Thanks very much
there are some very good posters out there, apart from the members on here that post on rms there may be one or two that I sit up and listen to what they say. In particular for rms it is user Lottohopes.
I will check out wyndrum thanks

Voting on warrants
IG want £100 to vote for a share holder
In another forum someone posted this
If anyone is with IG, you can transfer to Egremont just for voting. Contact Nathan for info.

Hi
Sorry the Viaskin peanut patch is not an allergy test it is a therapy applied to the skin through a patch in the hope of reducing the reaction to peanuts in children who have been identified as having a peanut allergy.
It is a novel immunotherapy applied to the skin via an adhesive patch. It is targeted at children 4-11 years of age who suffer from peanut allergy with similar Viaskin therapies in the pipeline to treat milk and egg allergies.

D Gee
Very pleased that you are in the blue for rms and well done for holding onto them it has been quite a ride.
With regard to DBV maybe Nolupus may be able to add some thoughts.
From what I can gather it is similar to a Nicotine patch so very straight forward to apply. It is specifically aimed at children. In theory the market could be huge as perhaps it could become a standard test for all children.
The sp went up circa 40% yesterday.
ALB

Morning Monkey
This was from another forum
If anyone is with IG, you can transfer to Egremont just for voting. Contact Nathan for info.

Monkey
I think Most of the action will take place before the votes on warrants
We need two weeks notice of the meeting to vote

Hi Monkey
I feel much more confident and bullish about the sp
It has held up really well over 3 days
They are clearly looking to supply Europe at the very least through Bio city and Volz
Potentially the Rns could blow the doors off.
If we have a good spike I may sell some
Getting my head around crypto, I like dbv and hope copl has a mini retrace- Eva has mentioned the funding gap here and this is the risk. If copl get the funding then it could be good.
Imm is also tempting
Too many to choose from

Sezz
Yes I saw the Italian article. It is definitely encouraging
Things are looking good, I am still holding, waiting with fingers crossed for the rns.
I would like to trade as it does get a bit dull holding onto a share however now is not the time to be selling rms
Looks like we are going to have to wait for Monday
ALB

I picked up on this from Nolupus
Its not list on LSE
It is on the Nasdaq and the Euronext Paris .
For me it is similar to IMM in terms of it being a research based pharma company but with a more simplistic main product which is a peanut allergy testing skin patch.
If IMM gets fda approval for lupazor the returns will be huge but at the moment there is still a risk associated with investing in it.
DBV in my opinion has far less risk in that the fda and dbv are in discussions the outcome of which dbv are happy with and consider there is a way forward to ultimately getting fda approval.
If the patch gets approval it will generate substantial income for the company.
I think the reason for the post is for members who are into pharma companies and may not have had a look at dbv.
Like with all research companies funding is going to be an issue and I suspect that dbv may require some in the not to distant future.
I would hope Nolupus may be able to comment on funding as I suspect he has done more research on dbv than I have.
I think that this could be a good company to buy into for the long term

Nolupus
Looks interesting

Nolupus
Is DBV moving as a reaction to the feedback from the fda on Viaskin - peanut?

Strange he did it on Notts tv.
He seems to leave his guard down and forgets that he shouldn’t release the information.
It is reassuring but I am not sure if they will now rush to push out an Rns if all their ducks are still not lined up
Ie certification and production started

Sezz
If a placing comes along I think you generally get an over reaction from the market
In anticipation of a placing and assuming I have sold some Rns I will leave some funds to one side

Sezz
After I read the Rns I did the same thing
They are burning through cash
The Rns seems to say they want to do a lot of things. To do this they need cash.
I have no doubt that this will be a very strong company but it needs money to keep going for at least 12 months or it needs to be bought out