Member Info for andrbea

dec 26

Demand for the conventional polymerase chain reaction (PCR) tests used by the NHS Test and Trace programme was predicted to outstrip supply in the week to Christmas by up to 50,000 tests a day, according to government calculations made last week and seen by the Financial Times. (full post on afvdn, ncyt, 44877)

another article

Https://www.thetimes.co.uk/article/brexit-deal-triggers-electric-car-battery-race-gbh9gwn97

how analysts view the sector.
example: Ballard Power (BLDP), a developer and manufacturer of proton exchange membrane fuel cell products,)

Dec 21

Here is how our proprietary POWR Ratings system evaluates BLDP:

Trade Grade: A

BLDP is currently trading above its 50-day and 200-day moving averages of $17.86 and $14.27, respectively, indicating that the stock is in an uptrend. Also, the stock has gained 33.1% over the past three months, reflecting solid short-term bullishness.

BLDP’s revenue has increased 3.8% year-over-year to $25.62 million in the third quarter ended September 30, 2020. The revenue increase was attributable primarily to a significant increase in heavy-duty motive and technology solution services provided by the company.

On December 17, BLDP announced a purchase order for 10 fuel cell modules to power Van Hool A330 buses in Holland. This will enable BLDP to advance the commercialization of fuel cells in public transportation and continue to expand its market throughout the EU.

On December 14, the company announced a collaboration agreement with Eltek Nordic to provide fuel cell backup power systems for communications networks in the Nordic countries. This will help BLDP deliver uninterrupted power supply for telecom and other networks in the Nordic market.

Buy & Hold Grade: A

In terms of proximity to its 52-week high, which is a key factor that our Buy & Hold Grade considers, BLDP is well positioned. The stock is trading just 3.2% below its 52-week high of $21.89, which it hit on December 18.

The company’s net revenue grew at a CAGR of 17.7% over the past five years. This can be attributed to continued investments in next-generation products and technology, and production-capacity expansion.

Peer Grade: C

BLDP is currently ranked #10 of 59 stocks in the Industrial – Equipment industry. Other popular stocks in this industry are Plug Power, Inc. (PLUG - Get Rating), Fastenal Company (FAST - Get Rating) and HD Supply Holdings, Inc. (HDS - Get Rating)

While PLUG outran BLDP by gaining 990.5% over the past year, FAST and HDS returned 33.9% and 40.3%, respectively, over this period.

Industry Rank: B

The Industrial – Equipment industry is ranked #54 of the 123 StockNews.com industries. The companies in this industry offer precision parts, fuel cell products, and systems for applications serving various customers in end-markets, such as transportation, industrial equipment, consumer products, packaging, electronics, medical devices, and energy, as well as personal care/health care industries.

With more countries adopting stringent regulations to reduce increasing pollution levels, fuel cell infrastructures should witness notable growth. Increasing fuel-cell applications in the transport sector such as in cars and buses is expected in the coming years.

Overall POWR Rating: A (Strong Buy)

BLDP is rated “Strong Buy” due to its impressive financials, short and long-term bullishness, solid p

best summary I saw:

in simpler language:
Ifnar2 and tyk2
Dec 17

The study, published in the journal Nature, analyzed the DNA from 2,700 of the participants who were in the ICU and found differences in 5 of their genes when compared to those of the healthy samples. The genes, IFNAR2, TYK2, OAS1, DPP9 and CCR2, can potentially begin to explain why some patients with COVID-19 become severely sick, while others are less effected by the virus.

Genes were implicated in two important molecular processes, antiviral immunity and lung inflammation, which the investigators used to predict the effect of certain therapies. For example, it was shown that a reduction in the activity of the TYK2 gene can protect against Covid-19. JAK inhibitors, a class of anti-inflammatory drugs, are able to produce this effect.

"This is a stunning realization of the promise of human genetics to help understand critical illness,” Kenneth Baillie, the study’s chief investigator said. “Just like in sepsis and influenza, in Covid-19, damage to the lungs is caused by our own immune system, rather than the virus itself."

Findings also demonstrated that boosting the activity of the gene INFAR2 may help to create protection from COVID-19, due to the fact it is likely to mimic the effect of treatment with proteins released by cells of the immune system to defend against viruses. The team, based on these results, recommend that clinical trials should focus on targeting the pathways with drugs that are known to impact them.

"Our results immediately highlight which drugs should be at the top of the list for clinical testing. We can only test a few drugs at a time, so making the right choices will save thousands of lives,” Baillie said.

Https://www.contagionlive.com/view/genes-may-be-key-to-new-covid-19-treatments

my interest, for later, is Goliath, 2x bigger than Scally?

old posts:
I posted weeks ago 75p by first week in Feb after Newcrest quarterly and a market cap of £10billion in about 3 years so yeah i agree with everything you posted there hydro.

Havieron is one of the biggest gold and copper discoveries that has ever been made and it’s about time everybody realised it.

We’re heading right to the top.

- - -

I agree, panama.

It's no wonder NCM & GGP want to get drilling their high-priority targets, including Parlay and Goliath early 2021. They're both bang on major structures.

I can't wait to see what they might have in the NW of Kraken...
**
Havieron. as base marker
to quote Hydrogen:
Havieron is one of the biggest gold and copper discoveries that has ever been made and it’s about time everybody realised it

full Havieron value alone $7.25bn x 0.3 = $2.17bn = £1.7b = GGP SP 40p

SWAG is c2 x size of HAV, essentially.
SO when a Swag hit announced - we own 100% - Thus 5 to 10x from current 28p is the eventual fair value
GGP valuation is around £2.50/share in 12-18 months

But then there's Goliath and Back Hills.
other poster:

... and other high-priority targets, including Parlay and Goliath early 2021. They're both bang on major structures.

I can't wait to see what they might have in the NW of Kraken...

***
Paterson Range East:-
Where do I start - 19/20 targets
Extensive MMI survey
Goliath a high priority Havieron lookalike 4 times the size of Havieron.
**
Conclusion, .... enough eye-watering properties......

stronger close

in simpler language:
Ifnar2 and tyk2
Dec 17

The study, published in the journal Nature, analyzed the DNA from 2,700 of the participants who were in the ICU and found differences in 5 of their genes when compared to those of the healthy samples. The genes, IFNAR2, TYK2, OAS1, DPP9 and CCR2, can potentially begin to explain why some patients with COVID-19 become severely sick, while others are less effected by the virus.

Genes were implicated in two important molecular processes, antiviral immunity and lung inflammation, which the investigators used to predict the effect of certain therapies. For example, it was shown that a reduction in the activity of the TYK2 gene can protect against Covid-19. JAK inhibitors, a class of anti-inflammatory drugs, are able to produce this effect.

"This is a stunning realization of the promise of human genetics to help understand critical illness,” Kenneth Baillie, the study’s chief investigator said. “Just like in sepsis and influenza, in Covid-19, damage to the lungs is caused by our own immune system, rather than the virus itself."

Findings also demonstrated that boosting the activity of the gene INFAR2 may help to create protection from COVID-19, due to the fact it is likely to mimic the effect of treatment with proteins released by cells of the immune system to defend against viruses. The team, based on these results, recommend that clinical trials should focus on targeting the pathways with drugs that are known to impact them.

"Our results immediately highlight which drugs should be at the top of the list for clinical testing. We can only test a few drugs at a time, so making the right choices will save thousands of lives,” Baillie said.

Https://www.contagionlive.com/view/genes-may-be-key-to-new-covid-19-treatments

on Proactive: Https://cutt.ly/ahX8Eys

The drop seems illogical given at least 3 testing labs (Test & Trace) unearthed by the research (eg the Larry tweets) this week using our tests e.g.Genesig.

And the Championship football clubs that, I think, were being informed about PCR testing.

As to Scally, Hydrogen once summed it up:

THEN SWAG is c2 x size of HAV, essentially.
SO when a Swag hit announced - we own 100% - Thus 5 to 10x from current 28p is the eventual fair value
GGP valuation is around £2.50/share in 12-18 months

**
another thing to cherish:
3 Havierons:

Havieron :- Multi million oz gold find and large amounts of copper, cobalt etc
Goliath: a high priority Havieron looks like 4 times the size of Havieron
Kraken: a Havieron lookalike

maybe parties like Novartis (who had their own bad news this wezk: https://www.biospace.com/article/incyte-s-and-novartis-jakafi-fails-to-hit-endpoints-in-phase-iii-covid-19-study/) might be interested in SAR's Tyk2 ?

From last Monday

Sareum Holdings PLC (LON:SAR), up 29% at 1.675p, was London’s top riser after some welcome publicity in 'Nature', a peer-reviewed research journal.

The journal published details of a multi-centre analysis of DNA samples from patients with severe forms of coronavirus (COVID-19), including symptoms caused by the overactive inflammatory response (cytokine storm). The analysis identified TYK2 as a key causative genetic mechanism and a potential target for therapy.

The specialist drug development company, which is delivering targeted small molecule therapeutics to improve the treatment of cancer and autoimmune diseases, said the observation is consistent with the scientific rationale supporting Sareum's recent successful UK Research & Innovation (UKRI) grant application for its proprietary TYK2/JAK1 inhibitor, SDC-1801.

Https://cutt.ly/5hLr5XU

Num4
12:07

As John mentions in the Q&A, IFNAR2 is via TYK2 and JAK1 pathway, but it is down regulated in COVID, so inhibiting IFNAR2 is worse for the patient at the start of the disease as IFNAR2 is needed to fight the initial infection, if you wipe that out then more chance of it progressing. With COVID we will need to administer a tyk2/jak1 inhibitor at the right stage of the disease, having enough benefit so that we inhibit TYK2 so the cytokine storm doesn't kill the patient but IFNAR2 inhibition is irrelevant as the disease is progressed past initial stages.
As for the competition (BMS and Nimbus) having pure TYK2, then my thoughts are they have the same problem as IFNAR2 is tyk2 and Jak1 signalling.
The lead researcher in the Nature paper, is looking for treatments for years to come for COVID in ICU, after that paper you can bet your bottom dollar that a TYK2 inhibitor will be administered in ICU COVID patients within the year. Pfizer should be pushing ahead with theirs and positive feedback from that will enable SDC1801 to advance quicker.

There should be a queue to partner with Sareum on this, potential is huge and IMO very likely, they will want to try every TYK2 they can get their hands on, we are within a very select group of companies.

SavvyInvestor
14:18

If TYK2 per the recent press coverage continues to get more and more limelight relating to COVID then I cant imagine there wont be a bid for SAR given where it is and what market cap it has. A Pharma with deeper pockets could likely do the work necessary in months, something the world and their balance sheets wants more than most things right now. If there were to be an approach, 2 things will have to happen, the share price will go nuts and the board will have to either accept, reject or start a process to fjnd a white night bidder or licensing partner with similar deep pockets but allowing independence. One thing I DO NOT see happening is the world allowing SAR to take it's time working out if 1801 works or not. Good luck

iqai mentioned Https://www.share-talk.com/share-talk-bulletin-board-heroes-wednesday-16th-december-2020/#gs.o8zjjk

Numis is what I meant.

The company have been careful not to say how sales have been when countries are straining under Covid, as it would be in bad taste in such dark weeks. Understandable.
But after such news (late January, as a half-year update) a potential bidder would be faced with a higher SP. So it makes sense to take over ncyt while it's still cheap (IMO). So now :-) Especially with brokers having ultimate target prices of £31 or so.

inventory monetisation. It seems IMO to be a great solution, and at the right time. Many a business (worldwide) will see the on-off shutting down of their operations under Covid as crippling. And the Governments have no money to continue furlough schemes for yet another year, so businesses will be faced with going under, unless they monetise 'stock'.

Dec 1
Newcrest bets big on Greatland’s Havieron gold-copper project

The world’s second-largest mining company, Rio Tinto (ASX, LON:RIO), is very invested in the area and its recent application for nearly 30 exploration licenses has sparked a stampede into adjacent lots by other explorers, who see the miner’s aggressive activity as an indicator of a highly promising find.

Https://www.mining.com/newcrest-bets-big-on-greatlands-havieron-gold-copper-project/

others having problems, so more market share for us IMO

Incyte and Novartis announced a Phase III study of Jakafi (ruxolitinib), a first-in-class JAK1/JAK2 inhibitor, failed to hit endpoints as a treatment for patients 12 and up with COVID-19 associated cytokine storm.

Https://www.pharmalive.com/jakafi-fails-to-reduce-covid-19-associated-cytokine-storm-complications/

Nkengasong called the idea that people in rich countries would get immunized while Africans go without “a moral issue.”

Beyond the ethics, experts note that failing to protect people in the developing world will leave a reservoir of coronavirus that could spark new outbreaks at any time.

//

“It’s simple math,” said Arnaud Bernaert, head of global health at the World Economic Forum. Of the approximately 12 billion doses the pharmaceutical industry is expected to produce next year, about 9 billion shots have already been reserved by rich countries.

Https://www.necn.com/news/coronavirus/poor-countries-face-long-wait-for-vaccines-despite-promises/2370635/