Member Info for Awonda

I expect it will be quite a jolly occasion tomorrow when they announce the half year result (given the share movement).
It may have higher attendance than might otherwise have been the case and I think there will be a few further potential buyers once they have had a good presentation to look at.

Thanks

Excellent article, (with fabulous photo of running rhinos!) thanks for sharing.

By the way what does code 1 and 0 mean?

To be honest this company doesn't need a new RNS to be valued much more highly than it is right now. I imagine that this week's activity has alerted a few folk to it and the lack of liquidity has meant the price responds very quickly. But people who didn't know about it went and read up and saw that the most recent deal for rapid acting insulin was ~£500m and Novo bought a Bristol based start-up for £800m . And that's just one part of Arecor's diabetes technology, let alone the other bits.

The spread is now 11% and there's virtually no liquidity. It's not going to move much until there's some new news.

£100m and still vastly undervalued. Not sure which part of the business will be bigger, the insulin and diabetes activities or all the other drugs that need injection and are better if you can just have them as a concentrated liquid (i.e. a smaller injection) stored at room temperature .

Now the insulin side has all been tested in animals and it has translated beautifully to humans, but the other part of the business has already been accumulating licenses with very handsome royalty rates and or license fees.

In typical Arecor fashion, the results of the latest trials are exactly as predicted. I'll be interested to see the curves when they are published - faster than NovoRapid, yet 5 times more concentrated.

Yep, the licenses are starting to pile up for drugs that are known to work, but are just very inconvenient. Nobody will choose an inconvenient drug when there's a handy one available.

Apologies if it's been posted, please could anyone direct me. I went to see if COVIDITY showed up in clinicaltrials.gov in the hope that the needle free injection would be disclosed, but couldnt find Covidity (only 2 Scancell trials listed).
1) does anyone know if it has been listed and if so what the number is?
2) has the needle free nature been disclosed while I was looking the other way?

Oh no, now the cat's s**t on the mat!
I'm sure it will all turn out once the news gets out and everyone gets to see it.

I think this a wonderful company. Their Arestat technology allows them to make stable liquid formulations of proteins, peptides and even virus vaccines. They can replace cryogenic & cold chain and powder formulations with liquid formulations which usually don't need any refrigeration, mixing etc. Commercially they have a combination of licensed projects and their own (blockbuster) insulin products. Their technology enables them to have the fastest acting insulin and the most concentrated insulin in the world.

My understanding about Continuum is that Continuum owns all the IP that comes out of that research programme. (I would love to be corrected on this). Of course anyone who knows about the IP may then do a deal that is beneficial to all to commercialise it.e.g by combining IP and knowhow etc.

The Baseimmune software does something a bit different. It looks at all known variants of a particular bacteria or virus and how they evolved. It also takes information about structural data and which bits are externally visible. Throws all of these into one pot and identifies the most unvarying, immunogenic bits of the virus and then stitches them together into one antigen package. Baseimmune don't care about how it will be delivered viral vector, mRNA, protein, DNA etc - that's not their area of interest. It's interesting technology - I cant see how it would be applicable to cancer, but is certainly applicable to many diseases. The competition to Scancell would emerge if one of the existing players were to team up with them and say this is what we'll deliver with our now very widely proven platform. There also a company in Cambridge doing roughly the same thing. Otherwise I'd say that so far the N protein has not shown to change much but there is some evidence that it is not so immunogenic so the immunogenic nature of Scancell's vaccine would really make a big difference.

Ruck, You are right. The lower the infection rate the lower the chance of mutation. The chance of mutated infection spreading will be higher where there are many people who have no immunity (neither infection nor vaccine) or very narrow immunity(single spike protein vaccination). While we are locked down the rate of spread will be lower, but not the potential final spread, unless we manage to quarantine the mutants out of existence. What would be useful would a vaccine which provides an invariant immunogenic portion of the virus...

American insurance not so simple. American insurance companies have a limit on how much profit they can make. Its a % of medical spend, so perversely, they're all for high costs....

Thanks very much for sharing the documents!
I think that Scancell's Covidity is the way to go, but I'd caution against taking the failure of PCR tests as the evidence for that statement. (there are many other excellent reasons)
The PCR tests are not based on many bits of the spike and the change of a single base should lead to a PCR failure but should not lead to the failure of a vaccine which will have produced very many antibodies attacking and blocking very many different sites on the spike. I preferred the focus on the very long lasting T-Cell response to the N protein previously highlighted by others as the reason.

I hope I wont be proved wrong when they do cross reactivity testing in the blue boxes of figures 8. (as it would be bad for all of us)

Before the news of the 55 year age limit, my guess had been that the performance increase of the half dose full dose was due to the higher first dose producing an immune reaction against the Chimp Adeno virus component. The immune reaction may have taken out the viruses of the second dose before they were able to produce the relevant antigen in the patient's cells. But it's only a guess!

A very good, if long, article about the immune system and Covid from The New Yorker:
https://www.newyorker.com/magazine/2020/11/09/how-the-coronavirus-hacks-the-immune-system
Makes mention of a certain trial using Interferon B which gave a 79% reduction in serious illness in Covid patients, but doesnt go as far as mentioning SNG.

hi Crumbs,

I really hope they don't go down a CAR-T route. CAR-t has loads of problems. (manufacturing, transportation, lymphodepletion, cost, crowded). SCIB has done a great job. If the electroporation free approach works as well or better, they should stick to those guns (as well as the Moditope and Avidimab) and stay well away from the crowded and doubtful CAR-T world.