Member Info for Dalester

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.

In January 2020, the average P/E ration for US biotech companies was 77... just saying.

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.

Having said that Cars, BioNtech did, somewhat unexpectedly, raise $250 in a private raising last month.... tick tock?

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.

Last mile deliveries...Uber?

Hi Ivy, I would assume that anyone who wanted to know what Scancell are doing would sign and NDA before being shown any of the intimate details of the technology. If they then wanted to take IP off the premises then yes I would ask them for a time-limited, non-returnable deposit set against any future agreement. I would also insist that any legal recourse in the NDA was predicated on using UK Courts. Not that Scancell can easily afford to persue any breach in the courts.

I think a financial commitment is what sorts out the buyers from the tyre kickers. Few people in business will turn down the chance to check out a possible competitors IP if there is no financial cost. I think I would have been charging some sort of fee to play with Avidimab, especially as the university will be getting part of the deal if it ever closes. Even the odd £50 -100k entry ticket would be enough to make people get on with checking it out. As for BioNtech, they can keep playing till the cows come home if there isn't a definite cut off date with money involved at least beyond that date.
I would never release IP without some sort of payment against future sales but I guess with a product that may or may not work as they might want it to, it depends on your relationship with those doing the looking. At least the patents are in place.

I must admit when I started in licencing it was a new company and a new industry for me. It requires some organisation and some legal help but the actual deals are the same old same old for most salespeople: a lot of slogging around tradeshows and getting to meet the right people ie the decision makers. Lots of techies talk to other techies and get excited about new stuff, but they are not the ones who have to put cash on the line, similarly, I have no doubt CH knows lots of Researchers and Doctors but how many CEO's?
We need a deal-maker, someone who has an idea in his head about who he wants to meet, what he wants to sell and how much he wants for it. Moreover, that someone has to be prepared to get out of the office and do the leg work, once a few deals are over the line , you can start to sit back (a bit) as the calls will start to come to you.
A brief anecdote, I wanted to speak to the MD of a particular company but could never get an appointment so I had a sample delivered and marked" to be signed for" motorbiked right onto his desk. He called to tell me I was a cheeky bugger, had a laugh, and we were in business a week later! People buy people first!
Apparently our science is world class, you would think some of the big players would be watching us (and watching each other watching us) like hawks, maybe they are. But it's time to convert some of the the potential into Pounds. I sometimes think a lot of professional people find talking about money a bit distasteful.

I mentioned the discussions from 2012 on animal applications over the weekend. If we are in the licencing business, slicing and dicing the IP becomes the main activity. I used to work licencing software , the options were almost endless , upfront payments, royalty payments in lieu of up front payments, combinations of royalties and payments, products in English, products localised for different languages, regional licences, national licences, exclusive licences, non exclusive licences maximum licence periods... and on and on
If the Scancell platforms can improve on current solutions the opportunities are also almost endless., cancer licences, virus licences, animal, human, regional, national, upfront payments, ongoing royalties, . Continual product improvements , 2nd, 3rd, 4th generation re-licences. mindblowing really.

And perhaps more to the point Ray, already patented!