Member Info for BOJO2020

Winit,

Love what RedX are doing but if it were them they would have issued an RNS. I dont think we should speculate or generate an OT. Lets just accept that who ever it was they have saved the gentlemans life and defeated cancer.

** hear

Excellent. So glad to here that cancer has been beaten again. One by one sporadic victories in a war that is being lost, but each life saved is of course invaluable. However these victories would have been unheard of even a short time ago.

Cancer has got it's grubby mitts on a cousin and a sister in law this year. Both responded well to chemo but within a year of finding the primary tumors it has since spread in both cases. Whilst another cousins husband has dropped dead with an undiagnosed cancer last month. To state the obvious, its a brutal illness that needs sorting. My hearty appreciation and congratulations to anybody working against cancer and other dreadful disease in any capacity.

Yes goinglarge. If only there were an addressable market...

Merry Christmas all

Thanks ShearClass,

However you are talking about a well trodden path... RedX, SCLP and AVACTA (don't follow the latter) all have to complete multi phase trials to validate these drug candidates and cash burn is or will be an issue. It is the nature of the beast. You make a very valid point re: that they are investments and people should be mindful of the likelihood of success from P1 all the way to P3. However it doesn't really account for deals along the way.

Each to our own strategy of course, but I certainly slice along the way, but I also recognise the outstanding potential of these candidates vs the rigorous journey they must endure. Never easy but at least all we have to do is sit, watch and pay attention and act when necessary. An easier job than some!

C7,

Covidity a bit like Glymabs imo. Nobody was expecting Genmab deal and then HELLO! Well hopefully Covidity will surprise us all very pleasantly. Don't see why not to be honest. The ingredients look very interesting.

Good Luck

Dibs,

The way that platform works is if people like the topic they will join in… I can think of maybe 7 posters that would love to sell out for a quick £1 or so from Abbot

As around 400 posters do not comment it is impossible to say what they think!

Not much of a debate IMO!

Re: Expanded Access

I was thinking that the trial organisers have to choose who they can allow who can be allowed on the trial. Maybe an opportunity for expanded access there? I mean if a patient had a persistent and resourceful consultant behind them. The paperwork etc already sorted. However, as the trial is relatively small and we already have four cancer types, would the trial need to be expanded first? It seems likley that Modi will achieve it's recruitment targets as it stands.

Also thanks Konar for raising this.

I thought we had already received CLIA accreditation! But it was only registration in March 22? Funny how i misremembered this…

Maybe it’s because there has been so much talk of commercial failure. Which by the way I strongly disagree with.

Happy to leave Angle to it and expect good news in coming months

I think in practical terms a customer is looking for accreditation. Because dependant on the use; clinical trial or study they would need to demonstrate to FDA for example that all links in the chain are if a certain standard. Also, you can imagine that Parsortix may be discounted at an early stage by certain potential customers (a failure in the sales process IMO), whom do not delve into the detail whilst selecting possible partners.

So whilst CLIA offers an an alternative route to say FDA, it would be better for Angle to demonstrate that Parsortix is either FDA approved in Ovarian or CLIA accredited. Otherwise that would leave it to the customer to dig into the detail and that is both unlikely and impracticable IMO.

Buying should be as easy as possible and ALL obstacles should be removed.

Rob I would assume similar to POLX? Although we have a larger and more numerous addressable markets.

Ray,

Trouble is every time I listen to the AGM I end up buying more shares! I hit my final buy last week, my final final buy Monday, and my absolute and final buy today!

Chester,

Re the other two patients in cohort 2. Lindy mentioned 30% shrinkage would count as tumour regression? Fingers crossed.

Would also depend on CI or monotherapy?

All good information at this stage.

Lindy says that Pharma are looking at mechanism of action not just regression and immune response.

Yes I have been listening to the AGM broadcast again!

Very, very, excited

?

This does look like a bigger than usual trial? 60 subjects. I wonder if Angle/ Nimes have conducted a prior smaller study or are they just aiming bigger!! Does a positive result mean CLIA??

Hope admin don’t remove that link to the clinical trial starting next year for intestinal polypsis.

Great find Sandy

https://www.clinicaltrials.gov/ct2/show/NCT05648240

Good to see FARN doing well!

Thank you both ;-)