Member Info for crumbs

What we have never seen is a Lindy with $billions..... That would be interesting as I think not only is she a great talent in her field I think she is also a talent spotter and would bring in some very exciting techs and people .... That's why I quite like the idea of growing into a big bio and not selling out to one even though that was always the way I thought it would go... Anyways a BioNTech may well be a good example seeing at its history is also one of growing out of a Uni .

Yes, Chester, the one-year research part of the collab with the first bio is in theory over tomorrow ... what it sounds like though is they have not waited for it to end to begin talking doing a deal and that the feedback from all three collabs is they are seeing results in their research so all very promising and a deal/s could I think appear anytime now plus I'm sure if they are all liking what they are seeing there may be a competitive element that comes into play for one of them to make sure they get in first.... we'll see

You did a great post about it and I doubt any of us here are able to illuminate more though if any one can that would indeed be great as it does look like the special standout MaB of the 5 ....potentially capable of targeting 'Any' solid tumour....So I dunno... maybe all I can ask is there any similar MaB out there we can find that we could compare it too?

Whatever happened to the 3p placing and probably bust by next year lol

This is all a boring diversion ( deliberate ) and we have seen it many times before... what is of more interest to me is not CH's personal reasons for not either wanting to or being able to make significant or token buys but it is how Evans even now still keeps buying and not tiny amounts either and beyond that even keeps doing what he can to help with the cause getting the SKY piece that quite possibly helped gain the Covidity funding.... now that is something as a pi to look at and wonder... why

Yes, 8 quid a share is definitely looking too small a valuation as we transition into a Genentech :p
It is said every year... pivotal!.... but next year really could be the one! Especially if we move into it with our first commercial deals around AvidiMab/Glycans and have an idea of what can come from that part of the pipeline value-wise... And if the progress with Covidity continues with full support and exposure hopefully into trial... But above all else... at least to me the modi1 trial the 4 trials in one that could indeed put us in a position of transitioning into something far more than a tiny bio... Anyways this is a far more comfortable place to be than this time last year even if the sp has a ways to go for us all to be sitting on a nice profit :)

Yes, I think the potential deal/s on the MaBs and especially Avidimab could well be the beginning of an ARMs holdings scenario we will get to know that more on the first deal especially as that seems to be just one asset as in I presume one of the MaBs that the collaborator particularly is attracted to maybe as it would fit best with their current pipeline or maybe as it can target a cancer they really want to go after or indeed are already going after and they may see it a possible combination we just at this stage do not know as Ray has pointed out any deal on a MaB ought to also include a deal with Avidimab would that be just for exclusive use on that MaB or other MaBs in their pipeline the main thing at the moment is they are wanting a deal so they did like what they saw in their year of research and behind them come two others.... So we will see

Actually, for FG2811 I think does mean... 'Any' Solid Tumour.... wowzers.... I think we may need to look at that one of the MaBs as a little more special.... I wonder if that is the asset that has gotten the interest for this first deal.... hmm time will tell

Rats yes you are right he does say 'milestones in the 100 to 200 mark' meaning millions not sure why I thought k's I think I misheard mark :) he also says that is talking only about the antibodies not AvidiMab which is a slightly 'different business model'

What we can say is... there 5 Glycan MaBs .... The total of the targets that these 5 Glycan MaBs cover are - Colorectal, Gastric,
Pancreatic, Ovarian, Breast, Lung, Small cell lung cancer and Any solid tumour -recognises Hu/Mse (not sure how many cancers that one covers?) The fields of use are ICD ADC CAR-T Bispecifics and In vivo and In vitro TSCM expansion
So that is a rather massive amount of deals potential there seeing as most deals seem to be at least singe target based... Then AvidiMab... I'm looking forwards to finding out what our first deal looks like... the first collab is a year old this coming week and the research collab was for a year so... the exciting red dot could come any time in the coming days and weeks....

Chester we do not know the amount Notts get but have been told scancell have got a very good deal out of it as notts basically could not afford to keep the MaBs patented also they are really Lindys babies......

Very hard to know what kinds of deals we could be looking at ... we have Cliff saying a standard preclinical MaB deal is low millions upfront with milestones of 100-200k ... but that is not necessarily the kind of deal we are in for.....AvidiMab adds a whole new layer to a standard preclinical MaB asset deal..... I found this recent example of a deal it is with Seatle Genetics a company we know have been involved with the r&d of our mabs with notts uni.....

'California-based Five Prime Therapeutics has signed a global license agreement with Seattle Genetics regarding a family of monoclonal antibodies for a single solid tumour target.

According to the terms of the agreement, Seattle Genetics will pay Five Prime $5m for exclusive rights to the antibodies, which the former will use to develop and commercialise novel antibody drug conjugate (ADC) therapies.

Seattle Genetics will be solely responsible for the research, development, manufacturing and commercialisation of the ADCs. However, Five Prime will be eligible for up to $525m in future development and regulatory milestone payments, as well as single-digit tired royalties.

Five Prime chairman and interim chief executive officer William Ringo said: “We are pleased to enter into this license agreement with Seattle Genetics, a global leader that develops and commercializes transformative targeted cancer therapies that utilize its industry-leading ADC technology.
“This agreement allows Five Prime to realize value from our pre-clinical pipeline while prioritizing our clinical investments based on upcoming data readouts for our programs.

“Looking to the future, we will continue to seek strategic partnerships that allow us to maximize the value of our assets and the long-term potential of the company.”

Seattle Genetics has a proprietary ADC technology platform, which it has leveraged for a range of biotech and pharma collaborations, including AbbVie, Roche’s Genentech and Genmab.'
https://www.pharmaceutical-technology.com/news/seattle-genetics-five-prime-antibodies/

Aha... Well I expect we are all on the same page when it comes to giving cancer one hell of a kicking... the chances of that and the how and why and the rewards in doing that we seem to all have our own views... The idea of becoming a BioNTech or deep breathes a Genentech is well ....I could live with that ... and I think we can see in scancells pipeline that potential....the getting to possibly getting there has already been bumpy but what company has such assets that within possibly one year it may be able to show it has assets that can indeed not just fill but eclipse many a pharmas pipelines... modi1 alone has that potential a whole new class of immunotherapy........here goes

Missed out loads of harmonious long term holders and OO supporters :)

From Karol Sikora:
https://www.bbc.co.uk/news/health-53951764
'Coronavirus: Is it time to move on and get back to normal life?'

"There is evidence coming through that at least some of the internal proteins of the four seasonal coronaviruses (which cause the common cold) can cross-react with T-cells, so a recent infection with one of them might be helpful," says Prof Wendy Barclay.

She also thinks the virus is here to stay.

"I think Sars-CoV-2 has successfully transitioned from animals into humans and the chances of eradicating it are slim. The best hope is going to be a vaccine, which could be administered in a similar way to the flu vaccine, to help those who are most vulnerable."

A good article and yes about time to get back to a more 'normal' world..... Also sounds like Covidty could be the kind of vaccine that can keep this virus in check....

I think that is a moditope one not Avidimab/Glycan related?

Yes, I think he played a big part in it by hiring some pr or something! And we don't know but it could well have been a big contributing factor to even getting any funding so well done Evans....

I don't have a Twitter account I just browse it for infos ....
I guess all a follow-up piece needs is a story which I'd think is quite easy.... UK is now investing second gen (insurance) vaccines etc.... like I say that SKY journo was really good and seemed to 'get it' and presented it perfectly in his timeslot... proper pro got my respect

What would be great is a SKY news follow up... might be a bit much to ask but their scientific journo from the first one really seemed into it

On a slide from the presentation 'Anticipated Newsflow + Milestones - short to medium term' ( yeah we know that can mean to the end of time lol)

'AvidiMab / TaGs
Additional validation data/publications and extensions of patent portfolio'

So more is indeed coming there

Yeah will be interesting to see do they license Avidimab just for the possible one glycan mab they fancy or do they license it more broadly for their own pipeline... so yes I can understand scancell may do a deal where the man is valued less than standard but the overall deal may be quite nice depending on how much they want to use Avidimab.... what will also be good to finally find out who they are!... As like I have said I was told they are looking fully at the glycans and Avidimab in all their many possibilities which means they have to real tech ability and possibly a big impressive pipeline