Yes and the point is ?
It’s hardly going to move the price. !!!
These guys are scientists not wealthy hedge fund managers with billions in the bank.
They are striving to make a difference and introduce new drugs to save lives.
o/t.
Hi guys just a heads up for those that don’t know or haven’t heard about Fusion Antibodies.
FAB they make monoclonal antibodies as a service industry to the pharmaceutical customers.
They are building a Mamalian Antibody Library that uses Artificial intelligence to drastically speed up the development of new Monoclonal Antibodies For customers like Tiziana.
If you like TILS you would love FAB it’s like a bet on multiple biotech/pharma business as they will take a carry trade on any new Monoclonal Antibody they develop
I recommend you all do some research. The CEO stated in a presentation on 23/11/20 that he believes the monoclonal antibody library they are developing will be worth a billion that would value FAB at £40 current price 125/140.
Very little free float very illiquid not for widows and oprphans.
But the potential is monumental. Please don’t shoot me down I am just trying to spread the word as I believe this will be a fantastic AIM company to invest get in early ,,
Tats all I’ll say
DYOR
Buying FAB shares is like taking a small stake in a wide spread of big and small pharmaceutical companies as they will. Have the potential carry trade in numerous potential new need medical solutions.
What’s not to like it’s a great entry to the biotech market.
This is a good summary of the monoclonal antibody market which FAB are specialists to the big pharma companies. Very very relevant
That’s why this is not a pump and dump share it’s a massive long term hold for gold.
I have written a short piece on why foralumab in conjunction with our delivery technology and patent is the 'crown jewel' in TILS, our current value will be truly dwarfed by Foralumab.
Foralumab is the only fully human (as opposed to humanised which comes from mice thus making it easier to get approved on and means that humans produce less immune response to it so it works better) anti CD3 (attaches to t cells as part of the immune system) monoclonal antibody in clinical development anywhere in the world. Historically Anti CD3 have led to greater toxicities which has been a problem, TILS have the solution and this has been through a safety trial with no issues) It has potential to be used in autoimmune and inflammatory diseases including Crohns, MS, type 1 diabetes ($25bn annual market), Inflammatory bowel disease ($15.9bn annual market), psoriasis and arthritis ($8.6bn annual market), CV19.
GC calls foralumab the tiziana ‘crown jewel’ as it targets the largest markets in pharma. GC talks of Roche and Biogene having blockbuster drugs in the MS field. Foralumab is a monoclonal antibody a class of drugs which has been shown to be the greatest revenue generator in pharma full stop. 7 of the top 10 biggest revenue generators in pharma in 2019 were monoclonal antibodies and monoclonal antibodies in 2019 generated $122bn in turnover and by 2024 this is estimated to exceed $200bn a year. These drugs are given intravenously ie they get put into the body in a non targeted way but TILS have a patent and the technology to deliver orally, nasally and in lung which reduces toxicity and is more targeted. Apply that tech to a $100bn+ market a year and you have a major, major breakthrough with TILS leading it alongside what GC reckons are multi billon dollar a year turnovers for our targets if successful.
Recent seller has given many the opportunity to stock up for the inevitable rerate of this great growing British business. I am hearing that there are plans to improve the communication from the company to the Market ans it’s shareholders.
That should help widen the audience and help people understand how massively undervalued the business is.
Good time to go long in my opinion.
This is going to be one of those shares that people look back at and say OMG I was tipped that when it was 20 times cheaper.
All the long term shareholders know the potential here it’s just a matter of time for the company to follow up on its promises ans for the market to wake up to what the potential is.
That’s exactly why this is so massively under valued.
If they pull off a Covid antibody then the world will take notice of this little minnow as it works with all the majors !!
So much upside potential ans it doesn’t have to get through loads of clinical trials. It’s customers do all that it just makes the ingredients ans in a better way than others by the looks of it.
Real cutting edge AI technology.
Buying continues slow but steady. Another day of close to 4 buys for every sell. Eating more and more into any free float. Tipping point will be breached. And this will move to a new higher range to try to shake out some stock.
In my opinion
Some good background reading
The most effective medicines in the world are of limited value if they can’t be produced in bulk, and at a reasonable cost. Therapeutic antibodies take years to develop. Without good oversight, each stage of development risks operating in a vacuum, with teams concentrating solely on their task before passing the candidate antibody onto the next team. An antibody developed with this “pass the parcel” approach may tick all the boxes for moving into clinical trials; it may even ace clinical trials. But if production cannot be scaled up for bulk manufacturing at a reasonable cost, the antibody is simply not commercially viable. Early engagement with manufacturing and commercialization experts and a helicopter view of the whole project from start to finish keeps the focus on developing an antibody that’s fit for purpose.
Scaling up determines cost of goods
Developers should look further than affinity alone when selecting a lead antibody. It would be a cruel twist of irony to develop a safe and effective antibody that cannot be manufactured in sufficient supply to treat all patients. Therapeutic antibodies are administered in high quantities to achieve the therapeutic effect – this can be in the range of milligrams to grams per patient per treatment cycle. For example, patients treated with the therapeutic antibody adalimumab (Humira™) take 80 mg on day one and then 40 mg every other week. The manufacturing process must keep up with the demand created by such dosing requirements.
Production is a key factor determining the ultimate cost of goods. Antibodies are churned out by genetically modified mammalian cells, grown in suspension in bioreactors. The antibody sequence is a critical “part” for the recombinant cell line “machinery”. As any mechanic will tell you, simple robust parts allow the machinery to run smoothly. In this case, well designed antibody sequence “parts” are easier for the cellular “machinery” to churn out in quantity.
Ideally, affinity maturation and sequence optimisation should optimise the antibody for ease of expression by mammalian cells. The yield, or titre, of antibody produced by these cells determines the ease of manufacturing and therefore the cost of goods. A yield of 2 g of antibody per litre of cell suspension is the threshold for a commercially viable antibody (1). Titre up to 4-5 g/L and higher have been reported by some companies.
The titre determines how many cells are needed to harvest enough antibody – this in turn determines the size and number of bioreactors needed and the size of the factory needed to house them. Bioreactors typically range from containing 1,000 litres of cell culture up to 20,000 litres. The cost and time required to purify the antibody out of the cell suspension is another factor in scaling up production, and the ultimate cost of goods.
Production for clinical trials versus the market
Drug development is a race against the clock. Time and in
As promised.
https://www.share-talk.com/share-talk-bulletin-board-heroes-thursday-7th-january-2021/#gs.pzhsi4
On second listening to the 23/11 meet the company presentation I really do believe we have a target SP of £40. Which I know seems absolutely ramptastic . But it’s not Paul Kerr genuinely and honestly believes the asset value of the licensed Monoclonal Antibody library will be worth £1 billion. It’s surely highly highly likely that there will be an aggressive takeover bid of a considerable sum as soon as it looks highly likely that the platform does what the company claims it will do. That could follow a successful delivery of a Covid 19 antibody.
I’m even more bullish now than I have ever been since learning about this company.
This Really is a life changing opportunity.
This really is a unique AIM opportunity.
DYOR.
Really encourage you all listen to this.
You may have to register and set up an account.
The final message is the Future is very very bright.
https://www.investormeetcompany.com/investor/meeting/interim-results-presentation-1
Well all I know is that I think this is a solid company being grown in a hot sector that is not going to suddenly go away.
Company adding staff getting grants building a good reputation.
I’m adding whilst it is being marked down by the city grandees.
Best time to accumulate is when it’s not in the News
https://amp-ft-com.cdn.ampproject.org/c/s/amp.ft.com/content/145dd9a9-a9b8-4541-8ee7-a1e0c08cafd4
The world is waking up to biotech