The latest Investing Matters Podcast episode featuring financial educator and author Jared Dillian has been released. Listen here.
Thanks Ray and Bermuda
I missed the ctDNA biopsy as it was under other outcome measures on the trial site.
I do find it helps my understanding to post my thoughts rather than have them whirling around in my head unchecked!
Very helpful responses.
ATB
Hi Hasiba,
I believe you are correct. The clinician will have found no secondary tumor site using ordinary scans over a period of time. Mia has pointed out that there are methods of capturing intact circulating tumor cells but they are not broadly adopted at the moment. Such methods would certainly give a better picture of what is happening in the blood stream... My question is, can CTC's (and clusters for that matter) leave the leading edge of the primary tumor whilst disease is stable? As we are not testing for ctDNA fragments or intact tumor cells then we don't know...Thinking about it, yes, it must surely be the case that CTC's can spread though? Just sheer bad luck for the patient and not necessarily a reflection of the therapy effectiveness if a secondary tumor seeds? The only way to stop cancer spread is to kill it I guess? But that of course will not be the only outcome. As others have pointed out, extending life and quality of life will be one of the main outcomes for many modi patients.
Sorry rushed the last post as the LSE site has a habit of clearing my post's before I manage to write them out completely!
I do realise how CTC's spread and metastasise. My question is, 'can cancer spread when the disease is stable?' I would imagine so. Any thoughts?
I stumbled across this up as I wondered can CTC’s enter the blood stream by peeling away from the leading edge of the primary tumour…
https://www.verywellhealth.com/definition-of-stable-disease-2249195
Anyway, interesting article
https://www.abstractsonline.com/pp8/#!/10828/presentation/4459
Thoughts
Slide 21
https://www.scancell.co.uk/Data/Sites/1/media/docspres/agm-presentationnovember-2022_final.pdf
Well worth a listen to the AGM whilst following this presentation
You are spot on Wildforce. I listened to the AGM again yesterday and that was word for word Lindy's quote. Well remembered. She also said that iscib1+ is 50% better in mice! This is also in the latest Scancell presentation slide 21.
Makes one wonder if the improvement might be translated from stable disease patients that were seen with scib 1? The resected patients seemed to do much better? I wasn't holding then but I have enjoyed learning about it all. Any further views from holders at the time would be great. Also a potential broadening of the patients to be treated looks exciting too.
Sorry I am really awful at posting links from my PC. Will add from my phone in the next post.
ATB
The lack of communication is very disturbing. It is almost as if the company have written off private investors as collateral damage?
Significant news re third party ovarian assays due 2024 and Solaris not likely to be announced this year either. Then of course we have FDA approval in breast cancer that as far as we know yielded no revenue? Profit warning in Jan 23 and LTIP at a low bar yesterday. What are we supposed to do, drift and hope?
I am not sure if there will be many left to vote by the AGM in June. This looks like a company in survival mode. It appears they have a plan but if it is not being communicated to shareholders, what conclusion should one draw?
Bamps,
Just my guess, please humor or correct me.
30 (%) x 2.3 = 69... or to round it up properly 30 x 2.33 = 69.9 (very nearly 70%).
Surely that is the math's of it? Interpretation of the real meaning is beyond me! However this would only cover the Hav asset, not Telfer which would cost more.
This would suggest something along the lines of 30% capital/collateral of a real asset (Hav) using the accretion as a form of financed but organic growth to own 100%. One would assume we are getting a 100% of a real asset that is worth many multiples more so where is the dilution? Yeah we would demonstrate dilution on paper but in time it gets paid back and we are left with a pure asset. Considering what we know about the asset it could be described as a pure multiple growth opportunity? I mean we know the asset so well it could be viewed as less speculative than an relatively unknown asset.
ATB
Bamps,
Might it be that Shaun suggesting the trucking costs would be high (comparable to building our own plant) be a negotiating lever. I doubt he may get Telfer cheaper but in the round he will have to negotiate and kick the tyres of such a deal so to speak?
I simply would not know, but surely we could do with Telfer in the first instance and maybe think about our own plant in the future. I mean what are maintenance costs for an ageing plant over 15 to 30 years vs a new modern one? Lots to think about and of course Newcrest are not stupid. Nor would Shaun try and take them for fools.
I also suppose that we could sell Telfer and the plant so years along the line?
ATB.