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Do I want some sort of commercial activity that turns the SP North ? Yes.
Do I want the company sold for less than its potential worth ? Obviously not.
So is it more likely that having several products on the start line all at once will advance the SP and make the company more attractive to a buyer more than a convoy one behind the other? I think it is, especially if one of the products fails to do what is hoped for, otherwise we are back in a waiting game and to be honest I'm not desperate to have more years of delay and even more dilution .
The runners are lining up for the final straight. I like the idea that having 4 or 5 horses in the race all at once in the hope of getting 1 or 2 or even 3 over the line in quick succesion rather than entering in the same race for year after year.
We are going to need something like a successful Moditope very quickly if Scott Atlas is anywhere close with these figures:
" In the US, 46% of the six most common cancers were not diagnosed during the shutdown… These are people who will present to the hospital or their doctor with later stage disease — many of these people will die. 650,000 Americans are on chemotherapy — half of them didn’t come in for their chemo because they were afraid. Two-thirds of screenings for cancer were not done;"
https://unherd.com/thepost/scott-atlas-im-disgusted-and-dismayed/
I guess this means that we are approaching the point at which all these new appointments and cash at the bank will start to prove their value. You can see the ducks getting put into a row after years of steady scientific progress. This is unlike so many other companies who either get everyone too excited too early and dont follow through or who fail to support initial success with the right people in the right seats. There is a sense of considered purpose about Scancell at the moment that has not hereto been particularly evident. I like it! It now seems like we have a clear, thought-through path, and that the time to start to monetise the assets is becoming visible on the near horizon. The next 12 months could be epic , the next 4 or 5 years sensational.
There are 6000 hospitals in the USA If 10% (600) were to take SC at £5000 a month = $3m a month
"Kidney stones affect approximately 1 in 11 people in the United States".
US hospitals deal with around 500,000 cases of Kidney stones per year.
There are lots of moving parts in all this. Redmile are also involved with BioNtech where a collaboration is overdue some news, the CRUK are clearly struggling for cash and may have asked to walk away from the SCLP trial . Redmile may see this as an opportunity to pull it back in-house. There are obviously question marks over Redmile's real intentions which you would have expected the board to query but how much control do they now really have?
Maybe we are heading for a US listing? Some sort of merger with BioNtech? Or maybe both BioNtech and SCLP into a much bigger player? I dont see any real reson for Redmile to sell this for a pitance given the size of the opportunity but then, one mans pittance is anothers fortune
But, shouldn't we have been told this at the start? He may be the best person for the job he has but how does this information at this stage give anyone any confidence in what he says? There will always be a nagging doubt about his motives. This kind of thing is all too prevalent in the UK Its not so much the fact that he has the shares, more that he was not upfront about them right at the start. I think everyone in public life should declare possible conflicts of interest prior to standing up in an official capacity for or on behalf of the Government.
Please,lets stop the schoolyard nonsense and focus on the prize? If someone posts something you dont think is quite right, there is no obligation to be Mr or Mrs Outraged, just take a chill pill, enjoy the view, have a brew and just let it go. If you are an expert in the field , great, if you just want to make a few quid, also great. If you want to say something, great! Lets just cut each other some slack and try to help the cause we all invested in to be more widely understood and then hopefully more investors will feel like sharing the occasional insight rather than assuming they will get shot down in flames....(waits for sound of gunfire). I dont care who posts what or why, sometimes I read everything, some days I dont , I value everyones input and yes that includes the weather by the Loch and the incomprehensible technical info, I even sympathise with C7s football club choice and I have seen Ray Pointer play at Turf Moor and later at Gigg Lane! Here's to another great day tomorrow and many more to come. Night night shipmates.
There are too many variables to put a specific value on a £1-9m deal . in raw terms it represents approx 2-20% of the current market cap. but... the market is huge and when you add Avidimab into the equation plus factors like exclusivity or not, territory and % of sales etc the potential is unknowable. I guess its down to what someone is prepared to pay
"The global monoclonal antibodies (mAbs) market was valued at about $135.38 billion in 2018 and is expected to grow to $212.64 billion at a CAGR of 12.0% through 2022." https://www.businesswire.com/news/home/20191211005627/en/Global-Monoclonal-Antibodies-mAbs-Market-Report-2020
27 September 2019
IQ-AI Ltd
("IQ-AI" or the "Company")
IQ-AI Announce FDA 'Clearance to Market' For StoneChecker Software
Imaging Biometrics, IQ-AI's Milwaukee based subsidiary, today received notification that the FDA has cleared StoneChecker Software for marketing in the USA.
David Smith, Chief Executive of the operating subsidiaries of IQ-AI stated, "We are delighted that after an exhaustive review of the product, that the FDA has cleared the product for marketing in the USA."
"This study provides very strong direct molecular evidence that memory T cells can 'see' sequences that are very similar between common cold coronaviruses and SARS-CoV-2,"
https://www.livescience.com/common-cold-coronaviruses-t-cells-covid-19-immunity.html
From the Daily Mail:
Two doses of Moderna's coronavirus vaccine protected mice from infection for 13 WEEKS - and a single shot blocked the virus for 7 weeks
Moderna's vaccine tricks the body into producing some of the viral proteins, which the immune system recognizes and builds a response against mice.
I didn't realise we had a mouse pandemic! Stop eating Cheese now!
https://www.dailymail.co.uk/health/article-8597445/Two-doses-Modernas-coronavirus-vaccine-protected-mice-infection-13-WEEKS.html
Apparently air con units are under suspicion for spreading the covid. If these masks are capable of blocking the virus is there any reason the tehnology cant be incorporated in HVAC systems ? There must be millions of air con units in need of better filters.
Hi Stakis , usally capsules at 15,000 IUs a day. Her doctor was scandalised at first but there have been no side effects discernable and the doc is now somewhat bemused but impressed . Check out a video by Dr Michael Holick .. he has a few on youtube. She has been stable for over 7 years now from getting 2 relapses per year, 3ach one with residual problems. Her specialist refused to give her Beta Interferon saying she wasnt "eligible" as her attacks were too infrequent!
There are lots of studies with variable results but the dosages are all very low. I took the view that she would get about 20,000 iu per day if we lived in South Africa and worked on a farm and found an Aussie study that reckoned Vit D at 10,000iu per day was as useful as Bets Interferon , and split the difference.
I wrote about this a few years ago to a chap whose wife had been diagnosed and advised not to have children. He put his wife on vitamin D, the attacks stopped and he contacted me last year to say his daughter had just been born. Hope this helps.
Thanks Inan, I think I had already reached the same conclusion. Hopefully the Vitamin D will help to suppress her likelihood of getting a cancer too. Tricky little buggers these cells!
Good find Ray, my wife has MS and for the last 7 years has been taking massive doses of Vitamin D which has had the effect of more or less stopping the MS relapses and seemingly preventing further deterioration other than what might be age and immobility related. So I guess the Vitamin D is either helping better regulation of her immune system or is "cooling" the inflammation spots and thus not providing the CD4+ T cells with a target? I would be interested in your thoughts.