Member Info for ConsDoms

who is anxious Mr I other than you?

I thought for a second you had identified another infancy clinical Pharma way undervalued

thanks Sprint

how is this a risk Sprint when compared to others? what others?
do you mean blue chips making money and paying div or other pharma R&D transitioning to clinical?
if the latter Id like to see their names.
thank you

Radio 4 9am.

GLA

I do find it unusual Dr S would post these.
HEMO current value $33m only. compared with $75m average (February 2023).
also - why the dramatic fall in preclinical values from $513m ? (Dec 2021)

https://www.telegraph.co.uk/global-health/science-and-disease/bird-flu-death-cambodian-child-sparks-global-alarm/

spot on HH.
some people make up their own deadlines and then are disappointed when imaginary deadlines not hit

encouraging WR

genuine growing threat?

https://www.nytimes.com/2023/02/03/opinion/bird-flu-h5n1-pandemic.html

albeit is he not just summarizing an article from the NY Times...

it is a little odd isnt it.
but Id like to think the ramblings of a man who is relaxed and happy
(dont think you would post that kind of stuff if you had the weight of the world on you...)

thanks JHF
Science direct:
''For any pharmaceutical company or academic institution, it is a big achievement to advance a drug candidate to phase I clinical trial after drug candidates are rigorously optimized at preclinical stage. However, nine out of ten drug candidates after they have entered clinical studies would fail during phase I, II, III clinical trials and drug approval''

I think the more learned on here have mentioned in the past about perhaps de-risking through Phase 1 - maybe withdraw original outlay or a fair bit of it...I guess it depends on one ones appetite for the ride...

Having said that, the reasons for failure, I dont think will manifest in HEMO CAR T (or not to the probability indicated below). I would like to think HEMO have exhausted the process to date - poor clinical efficacy seems less likely than 40/50% - but WDIK - time will tell.
Beyond the value potential here wouldn't it be incredible that potentially people dont have to go through chemotherapy, bone marrow transplant and all the associated horrors of conventional treatment if this comes off.

''Analyses of clinical trial data from 2010 to 2017 show four possible reasons attributed to the 90% clinical failures of drug development: lack of clinical efficacy (40%–50%), unmanageable toxicity (30%), poor drug-like properties (10%–15%), and lack of commercial needs and poor strategic planning (10%)2,4. Generally, drug development follows a classical process''

GLA

https://twitter.com/vmsandler/status/1621338968322088961?s=21&t=PtMjOIOAIzj4I96W4L2ZKA

thanks mr. I
interesting

''I’d finish with a word of caution: HEMO is pre-clinical, operates in an exceptionally complicated scientific space, and is nowhere close to a regulatorily approved treatment for any of its breakthroughs. Avacta, for example, is far further along this road with its treatments, but then this is reflected in its market cap.''
interesting.

I guess by 'nowhere close' he means successfully through Ph1 and beyond...

Stu the saviour

itching to tell us he told us so

whyme
some might think you are taking the pi**.
but giving you the benefit...no you havent
(your mistake looks like a lack of research)
best

Red Cross is warning world dangerously under prepared for the next pandemic.
'Covid the biggest disaster in living memory'

WHO - a worldwide emergency remains...

yeh, what a coward eh Tilly,
a lot of people made vast sums on EUA regardless of recent demise - which Klink seems to be blaming you for ( not poootin)
good luck