Member Info for Dalester

Estimated $4.82Bn market for Glioblastoma Multiforme treatments by 2029...

https://www.polarismarketresearch.com/industry-analysis/glioblastoma-multiforme-gbm-treatment-market

Still looks as though someone has dumped another 500k over the course of the day, hopefully the seller will be out by the time the OO ends.

Great news, but disappointing SP response, the whole market is "risk off" . Still, maybe not long before we get more news on Modi or Avidimab. With all that is going on in the clinics, you have to presume wè will be getting regular updates of one sort or another, surely the dial will have to move positively eventually? Today feels like a lot of pre-christmas sells and people who got caught out by the drop who took advantage of a penny or two rise and jumped ship.

As far as the marketing effort goes, in reality they only need to be focused on the few companies that have the capacity, need and of course, cash, to buy the whole shebang or parts of it. Hopefully the PR company will get some major coverage over the next few days..

Recent awareness of hyperprogressive disease (HPD) associated with anti-PD-1 and anti-PD-L1 monoclonal antibody treatment for cancer has caught widespread attention, but no consensual explanation for this phenomenon has arrived. HPD appeared to be a common complication for immunotherapy with nivolumab in many cancer types, including head and neck squamous cell carcinoma, non-small cell lung cancer, gastric cancer and so on. Our findings suggest that these IgG4 antibody drugs might have undesired side effects of inhibiting local immune responses and indirectly promote cancer growth. When the specific target molecule is present in cancer, these IgG4 antibody drugs might be effective. However, when the targets are absent or scanty, the IgG4’s immune inhibitory effect might prevail and accelerate cancer growth. This possible detrimental effect of IgG4 might contribute to HPD in patients treated with PD-1 targeting drugs with IgG4 structure.What is ‘hyperprogressive disease’? It is the same thing as ‘turbo-cancer’, of course, but it is a more fitting scientific term.

The authors conclude:

Conclusion There appears to be a previously unrecognised immune evasion mechanism with IgG4 playing an essential role in cancer microenvironment with implications in cancer diagnosis and immunotherapy.

https://dailysceptic.org/2023/11/27/new-evidence-that-covid-vaccines-may-promote-hyperprogressive-cancers/

The research paper is here...

https://jitc.bmj.com/content/8/2/e000661

This Texas Biomed is some place! 200 Acres of land and capability to tackle just about any infectious disease. they work with companies like Scancell to develop new products up to the commercial partnering stage. Maybe they will know which buttons to press to open up opportunities for Covidity and other Vaccines we develop / co-develop? I wonder if they will do work for us on the basis of some sort of % share in profits if they help to find a partner? THeir website is worth a few minutes looking at it

https://www.txbiomed.org/

and then there is this.....

https://www.youtube.com/watch?time_continue=1&v=GmTNnRi-jas&embeds_referring_euri=https%3A%2F%2Fwww.txbiomed.org%2F&embeds_referring_origin=https%3A%2F%2Fwww.txbiomed.org&source_ve_path=Mjg2NjY&feature=emb_logo

Cancer drug deveòpment put on the shelf thanks to Bidens inflation reduction act

https://www.wsj.com/articles/seagen-david-epstein-cancer-drug-study-inflation-reduction-act-biden-price-controls-231ee740

Https://twitter.com/scancellpharma/status/1712033715147153770

Violin, they didn't put Covidity on the back burner, they decided to put the available funds into SCIB and Modi, not quite the same thing..."Due to the company increasing focus on its two clinical assets",-.. (from the July business update). Maybe the Texas interest came from a chance discussion at a conference or perhaps from someone at Redmile?

It does seem that something has been going on though doesn't it? Hopefully they now know something they didnt know earlier about Covidity at low or perhaps zero cost ..

This is an extract from an article by Professor Angus Dalgliesh, full link is at the end, but I wondered if some of the more scientifically- minded would comment on his thoughts about T cells and how the mRNA boosters seem to be suppressing them? And if proven conclusively would this be an opportunity of some sort for Avidimab?

"At the end of last year I reported that I was seeing melanoma patients who had been stable for years relapse after their first booster (their third injection). I was told it was merely a coincidence and to keep quiet about it, but it became impossible to do so. The number of my patients affected has been rising ever since. I saw two more cases of cancer relapse post booster vaccination in my patients just this last week.

Other oncologists have contacted me from all over the world including from Australia and the US. The consensus is that it is no longer confined to melanoma but that increased incidence of lymphomas, leukaemias and kidney cancers is being seen after booster injections. Additionally my colorectal cancer colleagues report an epidemic of explosive cancers (those presenting with multiple metastatic spread in the liver and elsewhere). All these cancers are occurring (with very few exceptions) in patients who have been forced to have a Covid booster whether they were keen or not, for many so they could travel.

So why are these cancers occurring? T cell suppression was my first likely explanation given that immunotherapy is so effective in these cancers. However we must also now consider DNA plasmid and SV40 integration in promoting cancer development, a feature made even more concerning by reports that mRNA spike protein binds p53 and other cancer suppressor genes. It is very clear and very frightening that these vaccines have several elements to cause a perfect storm in cancer development in those patients lucky enough to have avoided heart attacks, clots, strokes, autoimmune diseases and other common adverse reactions to the Covid vaccines.

To advise booster vaccines, as is the current case, is no more and no less than medical incompetence; to continue to do so with the above information is medical negligence which can carry a custodial sentence.

No ifs or buts any longer. All mRNA vaccines must be halted and banned now".

https://www.conservativewoman.co.uk/mrna-vaccines-must-be-banned-once-and-for-all/

It sounds like it doesn't it? It makes me wonder if they have already been selling into the recent rises.

Cars, the valuation estimates need to be seen through the eyes of the prospective owners of the CIs who have a vested interest in Melanoma , the key questions for me being how badly do they a) need to pròtect their current sales and b) enhance the treatment to build further sales over the next 10 years with a new patent in an area of need growing at 20% per year?

Figures gathered by the World Health Organization (WHO) showed that in 2018, there were 17,852 cases of melanoma skin cancer diagnosed in the United Kingdom.

This translated to 2,764 deaths from melanoma skin cancer. WHO predicts that by 2025, the number of cases of melanoma skin cancer will rise by 9% to 19,513 with deaths increasing by 13% to 3,119.

By 2040, nearly 22,886 people will be diagnosed with melanoma skin cancer, a 28% increase on 2018 figures, while 3,968 will die from the disease 44% increase.

Globally, incidence of melanoma skin cancer were found to have reached epidemic proportions.

Cases of melanoma skin cancer are predicted to rise from 287,723 in 2018 to 340,271 in 2025 an increase of 18%.

By 2040, cases will reach nearly half a million (466,914), an increase of 62%. Deaths will rise 20% from 60,712 in 2018 to 72,886 in 2025 and will reach 105,904, a 74% increase, in 2040.

Https://x.com/scancellpharma/status/1702296949381091745?s=20

These are the hardest to treat cancers... Keytruda doesn't "work" but they keep spending a fortune pumping it into patients in the hope of extending life. The fact is Modi has had an effect, maybe not ridding the world of these cancers completely but certainly having an effect on them and its only 6 weeks ago that the company decided to focus on Scib and Modi, so what has changed? who is likely to know most about what exactly is happening ... them or us? Perhaps Lindy should have added an "easier", target to use as a yardstick but then she doesn.t seem to do "easier", and that's not a criticism, just an observation.

Google Finance reported it as 2.5m ....

Https://academic.oup.com/discovimmunology/article/2/1/kyac011/6874811?login=false

I said on here a couple of years ago that the company lacked marketing experience. Whatever the motivation for the last RNS and Presentation was, it seems some lessons have not been learned. We are no longer running on the frayed shoestring that we were a few years ago, and as the RNS service seems to charge an annual fee (about £13k I think), there is no reason not to use it to its fullest capacity. We have a bath full of products that is overflowing with news but we only get occasional updates and at that, they only seem to be done at the last minute prior to something about to happen because regulations require it. The RNS Reach service is never used, there is no regular Shareholder update, we are essentially mushrooms , kept in the dark for long periods of time... (and you know the rest). I get it that Lindy doesn't seem entirely comfortable doing the Q&A stuff live and Cliff Whatshis name was certainly no better, but surely there is someone capable of writing an RNS Reach in human-speak every couple of months? I would happily settle for no video interviews for a regular 8 weekly newsletter and RNS releases when regulations require it. What is the point of traipsing around from conference to conference and yet effectively leaving the people who actually own some of the company out of the loop? How can a 9p or 10p share price be in anyone's interest? Aim thrives on news, so will the SP. Like so many I have been here for years and never sold a single share but I am sick of being on the end of amateur-hour communications especially when it does seem that the new websites to attract patients to the trials etc. are pointing to a change of heart within the building. Telling people what you are up to regularly surely can't be as hard as the actual science can it?

I still think the SP has been weird this week, there was little volume either buying or selling after the RNS on Monday, a couple of 50,000 sells were the worst of it, Tuesday was no better or worse really , so what happened on Wednesday to cause someone to suddenly start dropping 2m+ shares? Was it RG? was it Vulpes? At first I thought it was probably Lindy but the RNS today seems to make that unlikely. Maybe we will know tomorrow or Monday. I did think Lindy looked a little uncomfortable at times during the interview which is why I thought she might be the guilty party, but maybe it was rushed to help someone else to offload and not really particularly well planned? Oh well, water under the bridge, what's done is done, lets hope for a better reaction to the next news bulletin!

I reckon someone has dumped about a million shares this morning... we know Lindy has options expiring soon, so if she has raised £110k or so towards the cost of buying them, I guess we maybe have to take heart if she does in fact now buy them as it would signal confidence. As was suggested yeasterday, maybe the RNS and rather tepid interview, were designed to get some information into the public domain rather than encourage shareholders. That the price has dropped this morning on selling rather than yesterday is in my mind quite telling as I would have expected more "selling on news" yesterday than actually happened.

The hope must now be that we get notification the Lindy has secured her options , followed by a stonking, detailed RNS about partnering, product sales, patient numbers, etc. Etc. Designed to move the SP North. Who knows maybe Vulpes will buy a few more too.

Or am I clutching at straws?

Seems like once again an opaque RNS and an obviously poorly planned interview has managed to drive the SP in a southerly direction. How many times have we seen this? Someone really does need to get a grip on the tone of the communications to investors. We know that they would have to tell us any bad news, but surely they can write an RNS that highlights all the good news in a clear, unambiguous fashion? Sometimes its just bloody hard work investing and supporting this company.