The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
From the Economist but it’s about customised medicine. What is customised medicine and could it bring other scib , modi or glycans to market faster?
The headlines about the autumn statement from Jeremy Hunt, the chancellor, this week focused on tax and spending. But tucked away in the written documents was news that could hone the cutting-edge of medicine. The Medicines and Health-care products Regulatory Agency (mhra) is working with Genomics England, Oxford University and Mila’s Miracle Foundation, a charity, to develop a regulatory pathway to allow one-off drugs to be designed and approved for use in individual patients in less than a year.
Medicines currently travel a well-worn route to market comprising two or three phases of trials in large groups of patients. But this approach is impossible for the vast majority of genetic disorders, which are often vanishingly rare or even unique. The technology to customise medicines for people with such conditions exists but the regulatory route they must take is rocky.
Hi Cleaner,
Well done for posting the twitter feed. Didn’t one slide say RIP individualised therapy?
It’s been very quiet on the Modi front and I suspect something is due at the agm. I can’t make it either but SCIB has been a diversion and a Modi report is due. Plus maybe some progress on commercials too.
Hi Burble
Thank you for your perceptive analysis and comparison. I have been expecting an update on sept info and did not realise the new one was an update. In trying to access the graphs I find that the web links are no longer valid as the data has been with drawn.
Therefore as the overall numbers of patients haven’t
changed, maybe the nomenclature refers to rankings and that is the reason for the differences? However without access it can’t be checked.
So what’s happened to Fosun?
Needless to say these need RNs’d tomorrow alongside a non technical translation with the other promised info on the negotiations.
You can reply directly from the article to sclp on a dedicated form.
Every little helps in helping to spread the word. Although we are on a run up to the end of year and the AGM.
Do you think this is when more new will be released?
Hi TF and Cleaner
It’s great to think about the magic meeting of Harries and Durrant. You’ve got to look at their behavioural
Profiles and Harries is a conserver/ holder which means she is strongly risk averse and evidence based. Great for the role she is in. LD is a bit more progressive but evidence based too. However don’t expect anything from Harries as she’s a civil servant where risk is not commercial but political. I wish it was different but this needs a commercial risk taker like Dame Kate Bingham who understands the technology. It’s one of the few things Dom Cummings got right, getting the covid vaccine development out of the hands of DHSC.
Unless we have a commercial escalator for the Porton Down work then it will remain academic.
Meanwhile a warm welcome to all new shareholders here recently. I hope you start to understand the technologies and gain substantially from the LTH commitments.
Hi TF
This is getting past a joke now. Lindy said at the AGM that she would communicate progress on the Modi1 trial but then said she’d await final results before shouting from the rooftops. The latest RNS misses so much info which needs clarification urgently. Fragmented info leads to doubt and uncertainty which after 10 years is testing my patience. I am sure that I’m not alone.
Is it about time to start putting forward a question for the AGM?
Hi guys,
So why at 22.50 tonight should scancell limited like my LinkedIn entry saying? Is this a hint about tomorrow or am I forever an optimist?
We’re all awaiting the latest results of the ModiFY trial which has started well. Very few firms are focusing on stimulating CD4+ helper cells to attack diseases. We are only just starting to understand the new applications of this promising technology.
Hi crumbs
Maybe LD will take the hint and provide some info. Trouble is at the agm she said that she’d wait till the end of the trial and if successful would shout it from the rooftops.
That’s next year isn’t it?
I
Hope I’m still around then.
Regards
Hi crumbs, just added this to the LinkedIn piece.
We’re all awaiting the latest results of the ModiFY trial which has started well. Very few firms are focusing on stimulating CD4+ helper cells to attack diseases. We are only just starting to understand the new applications of this promising technology.
Maybe Cossery is starting to move this research organisation into a commercial gear? Interesting that the Observer article was a shop window on Covidity. Where was Immunobody+ and Modi2 which should be moving to trial if I recall correctly?
And that’s without the MABs? Here’s hoping that’s this is the start of a positive period outwith the annual reporting season. Usually that phase has to complete by around 19july due to school holidays
Hi Violindog
You are right and I would hope the new chair gets a too class professional commercial and comms expert into sclp. For 10 years their comms have been let’s say poor. Sorry but if there’s a barrier in the firm then maybe it needs to be given a lifetime achievement role whilst retaining the expertise. My concern years ago was that the tech looked great but it would be overtaken by a risk averse approach on business. Our hope is that using CD4 cells will open many other doors.
This conference will allow us to pressthe flesh which in business is essential.
LD did say at the agm that they’d trumpet successful results when the trial was complete and they had the data. So that’s next
Year.
We know what happens to the sp now.
Unless the new chair has been able to influence someone.