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I dont mind in the least - if i can get more of these at nearer 3 than 4 Monday AM ill be delighted.
Its been said many times but just taking CAR T clinical will propel this towards 10p and perhaps beyond.
and although some of the intricacies of the science are hard to grasp as a lay person, you dont needs maths o level to compare CAR T valuations.
Best
''Meanwhile, the Company is conducting in vivo tests to demonstrate that CBR could be used against infectious replicating SARS-CoV-2 virus, including its recent dangerous variants. These tests are being conducted using a biosafety level 3 ("BSL3") facility that belongs to a government-owned institution. BSL3 facilities are used to work with live pathogens that can cause harm to people. It is important to note that this work has not detracted us from our primary focus, and our CAR-T and CDX projects continue to make good progress''
will never be bored of reading that 9 Jan 2023 RNS
vid - thanks - interesting stuff !!!
1. Cell and gene therapies – big opportunities, big challenges
This is the area where I think this tension is the most obvious. Everyone agrees that cell and gene therapies are poised for an explosion, with far more drugs in the pipeline than are currently approved, and the FDA predicts it will clear 10 to 20 per year by 2025.
“I’m going to make a statement that could come back and bite me, but I think T-Cell therapies are going to be bigger than monoclonal antibodies,” AdaptImmune CEO Adrian Rawcliffe said at one session.
These therapies have incredible potential to fight cancer and other diseases using the patient’s own immune system. This could mean avoiding the side effects associated with radiation therapies, even targeted ones. The treatments also have the potential for long-term remission. As such, big and small pharma alike are investing in this area and the hype around it at JPM was strong.
But the challenges are also severe. Whether autologous or allogeneic, manufacturing a cell therapy is much more complicated than manufacturing a small molecule. There’s so much precision required, and so much possibility for introducing error at this stage, that even small companies are investing in internal manufacturing operations. And they have to do it early because regulators are just as interested in their chemistry, manufacturing, and control (CMC) as their efficacy data.
And there are big questions about how these therapies will be paid for, particularly those that turn out to be essentially curative in a payment system that’s set up to treat cancer as a chronic disease.
Ultimately, we are going to see these therapies proliferate and the industry figure out how to execute them efficiently. But because of the cost and risk associated with them, they’re likely to be the strongest in areas where no other, more traditional, alternatives exist.
5. Massive disruption to clinical trials
Expect more on this topic from me in a larger piece soon, but suffice it to say that clinical trials are being disrupted from all sides, and most seem to agree we haven’t even seen their final form.
First there’s decentralisation, a process innovation that was kicking along in very low gear until COVID-19 came along and launched it into the stratosphere. Unlike telehealth, which has experienced somewhat of a reversion to the mean, decentralised clinical trials (DCTs) are here to stay. The big difference? While telehealth’s effect on the bottom line is questionable at best and dependent on reimbursement changes, DCTs are showing clear savings and efficiency gains (though they are not without their growing pains).
Second, we’re in the middle stages of an industry-wide reckoning with the bigoted history of clinical trials and there’s a massive corrective effort underway to make sure that clinical trials reflect the disease populations they’re studying.
cant see Hargreaves L in there Tilly?
theyre holding three and a half mill for me - I wonder if they are owned by one of those bigger fish.
I feel very lucky and excited to have made this accumulation.
the smelly people that have now appeared can try as much as they want but wont be pi**ing on my bonfire
I think that is a good point Chris.
A deal / partnership with a credible 'major' or similar, who of course will undertake detailed due diligence, gives HEMO significant independent validation / endorsement.
Im going down the back of the sofa (again)
GLA
same old from you India.
your get rich quick punt has not come off (yet) so you come on here to moan (your prerogative)
but you constantly contradict yourself...
''I am very confident things have to change...''
''What a joke ... Our money has been dead in this stock for so long...''
''I just wish i had a little more to purchase now before the bounce again''
If you are not sure where these BUYERS are going to come from why did you invest in the first place?
Why dont you share the one main reason why you invested in HEMO or did you get mugged off?
Would you recommend others invest in HEMO now?
great piece on leukaemia treatment on this mornings todays programme.
I really dont think we need to concern ourselves about profile raising IF we get approval to go clinical.
treatment of blood cancer (and CAR T) is very prominent imho.
best wishes