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Rightback, I’ve no idea as to what you are insinuating.
Anyway OB, I’m great thanks. I hope you are well too :)
I thought I’d add to this thread by saying that I’m very comfortable and confident in my investment. I come here mainly for a chuckle of an evening and to see if there is anything that I have missed. The parody account is a stroke of genius that has added to the humour recently. Oh and welcome back IAR.
Regarding the share price, I’m not hugely interested in daily fluctuations. The share price will speak for itself upon news and I truly feel that the company is going in the right direction. We will see how well this post ages, ha!
13%?? I knew it was higher than the official figure, but didn’t realise it was that high. It does make sense though, when you look at the crazy prices of everything at the moment. Not the time to be buying a house, or scaffolding boards, it would seem. We have some gold to pick up in the next month too. That’s a hell of an effort to double your holding over the past year. You’ll require your own vault soon ;)
I love the story about your daughter ordering her first drink at the bar. They grow up quickly. Did you make it to the beach? The fishing was difficult and hoping to catch the last fish of the season tomorrow morning. At least the dogs will enjoy, even if it turns out to be fruitless!
Hey OB!
How is your weekend going? We are currently sitting by the river with the dogs, making the most of these last days of the fishing season this year.
I’m very comfortable with the current situation. The presentation was very soothing, positive and shows how proactive Suzy and the team are being towards the new direction of the company. I was particularly impressed with Suzy and thought that she came across brilliantly. The new preclinical candidate is very interesting and the direction of the company has been clearly outlined on numerous occasions. All very transparent, which seems to be a rare feature here in AIM :)
What are your thoughts, Long John?
I really just want to get it across to everyone how difficult these areas of pharma are to develop new drugs. I’m really hoping that people will read everything and understand how difficult things like triple negative are to treat. Which is why even big pharma are struggling to come up with treatments. So it’s a matter of waiting until we have more information and really hoping that Suzy has made good choices and struck lucky in finding something amazing.
Please don’t anyone invest due to what anybody on these boards say. We are all just trying to analyse everything that goes on and make sense of it, with the limited information we are given in AIM. Make no mistake, pharma is a minefield.
It’s making me laugh rightback that if we ever meet, as Val have miraculously made it to £2.36 and we have a party, that everyone there will know you have dark blue pants on!
Great to hear that you are well OB! Has that ankle completely healed now? I think we are all hoping for the £2.36 party to be soon ;) will you still be wearing your IAR shirt, or will it have changed to bluecity? Great spot there. Funny that the conversation turned to fishing today, as I am a fishing widow for this weekend and the next few days. So tight lines indeed. I’m betting on porky not being able to resist a little peek too…
Sharegnomie, the dog caught and swallowed whole, a field vole last week. Then threw it up still whole, ten minutes later with his breakfast on my bedroom floor. I think he is broken, as he now has an obsession for them! Animals eh…
Thanks for the tip with the gas company, I shall have a look. As with Adam’s comment, I’m reluctant to give any advice, especially since we spiked here before, so I try and keep it to facts for people to be well informed about their choices. Also, DMTR have dropped since I invested, which was the last company in pharma that I have put any money into. Typical! So may not be the best person to ask. Saying that, I really like SpectrumX’s hand sanitizer and that’s a massive plus for them. They aren’t completely clear about their technology for the inhalation, as If it’s basically a disinfectant that kills on contact (which is how they are describing it) then I presume it doesn’t penetrate the cells and wonder how it would get to viruses that have already penetrated the cells? So how can It be effective at treating viruses or bacteria that have made it into the blood? They are also late to the party, as SNG are so much further along, but you never know as SNG could still fail at the last hurdle. Works in a completely different way though, as you would need to sit with an inhaler and keep inhaling at regular intervals to catch any cells on the surface of the respiratory system, whereas SNG001 primes the body to mount a better immune response. Tough one, as their hand sanitiser appears to be a cracker, whilst this other product is very green at the moment. Have you signed up for the ipo yet?
Happy birthday for tomorrow rightback and we are all expecting you to wear your new lucky pants :)
Well maybe a little emotionally involved, but here I am an investor first, so we will have to see if this one pans out or not, as we all know the nature of pharma. Apologies for boring everyone again.
Oh and hi OB,I hope you are well :)
Sharegnomie, I agree with Adam, sorry.
It states it is a ‘novel technology’ for this evaluation agreement, so therefore I will be watching with interest.
Just as a disclaimer, I’m not as emotionally involved as my post may have suggested. The background was given purely for the purpose of making my point to give a big picture and it was ten years ago now.
Triple negative are the most difficult type of breast cancers to treat. They have the highest rate of recurrence, are the most aggressive (almost always being grade 3) and disproportionately affect young people. They are not driven by hormones that other cancers are driven by, such as oestrogen and progesterone, hence the name triple negative, which refers to the three main hormone areas that usually drive breast cancers. Therefore, they are particularly difficult to treat, as usually women can be given drugs such as tamoxifen or Herceptin to block the pathways of these female hormones, to help stop the cancer dividing, but these drugs are of no use here. These cancers are also basal-like, so they don’t behave like other breast cancers, are less predictable and more difficult to find their cause and how they operate. It is a very hot area for research at the moment, as the prize is huge. As porky mentioned there are lots of new candidates and treatments for breast cancers on the whole, it is a well funded area as it affects so many people and on the whole the chances of survival are very good. This is not the case for triple negative, however. Just to put it into perspective, the prognosis for survival is poorer than all of the other types of breast cancer (my own individual projection was 55-60% chance of survival), due to the fact that triple negative tend to behave very differently from each other even, so it’s not simple to find one cause or one pathway that will stop it.
So, after the background information, on to treatment. The options are few. It’s basically an operation (mastectomy), followed by chemotherapy then radiotherapy. Then after that, nothing. Due to the aggressive nature of the cells, there is a high chance of recurrence and currently no real option past these treatments to stop it. You cross your fingers and wait for three years. Keytruda can be used in conjunction with the chemotherapy and there is also the PARP inhibitor olaparib, which we have all heard about, for BRCA1 mutated versions, so a very limited proportion of cases can be helped by this. That’s mainly it, unless it then spreads and there are a couple of things to help prolong life a little. The areas that are being looked into currently, are focused or repurposing existing drugs along a couple of different known pathways to try and target possibly 20% of all triple negative tumours (I can provide details of these for reference if anybody is interested). It’s so difficult to find a pathway, as mentioned earlier that is common to all triple negative cancers, hence it being such a hot area of research at the moment by a lot of the big pharmas. A drug was given FDA approval (Tecentriq, by Roche, I believe) and actually pulled from the market less than a month ago, as it actually adversely affected survival upon further testing.
The bottom line is that I have yet to hear about a NEW drug to treat this, until reading the RNS last week.
Great post yesterday Porky.
In response to your comments about the new evaluation agreement, my interest has been piqued. The evaluation agreement and the subsequent discarding of the KTH222 compound last year did nothing for me, which is why I have never commented on it (apologies Suzy, I understand how easy it is for any pleb to comment retrospectively on a message board). A pancreatic cancer drug that is designed to be used in conjunction with chemotherapy to prolong life, that operates along a pathway that could benefit treatment of other cancers, such as, in this, case ovarian cancer. At the end of the day, it’s now money that has been spent that came to nothing; along with the accompanying shares. This idea of finding and collaborating to develop new drug candidates is a delicate one, as with each one that ends up being a flop, more cash is burned through. Suzy needs to pick wisely for this strategy and needs to hit on something that is worth putting the effort into. I may have read somewhere that the rate of preclinical making it to clinical stages in neoplasms is roughly 30% (it’s around 50% elsewhere, but this is oncology), although I’m sure that Adam will correct me if I’m wrong. For the sake of transparency and just for the record, I’m sorry but I’m not a huge fan of 401 either. Readers at this point may now be wondering why i seem to be on a mission to offend everyone today ( I do particularly like 201 and everything that can be done with it though, such as 301 and other possibilities and do believe a deal is imminent). Therefore I would like to point out that I also particularly like this new route for ValiRx as a general strategy. Preclinical testing is relatively cheap, less time consuming and with the expertise of the team, a sensible way to acquire new drugs for the pipeline, to develop, in my view. A great way to evaluate new candidates.
Now, to the new evaluation agreement. I would desperately love to know some kind of detail about this candidate. I may have mentioned in the past that my own cancer was triple negative breast and consequently tend to keep a keen eye out for any treatments in the pipeline and updates in this particular area. Breast cancers are the most common cancer and almost a fifth of those are triple negative. So big business…Suzy is definitely not messing about with this one!
I will continue on another page…
Teamhanz, play nicely…it’s a lovely bank holiday weekend :) Hope you’re making the most of it :)
I’d love to be privy to what is actually happening at the moment. Interesting times and I’m trying to reserve my judgement until the rationale behind recent moves becomes clear.
Hope everyone is having a lovely weekend and I’m very intrigued to see what next week will bring.
P.s Hi Sharegnomie. Hope you are well and yes I’m still in Alba. I need to catch up with the past month there, as I’m a little behind…
Nope, still here sorry! Just still quietly waiting for news. I’m good thanks…been away for a few weeks and now rested. Even managed a trip abroad, but the hassle with the testing and forms was a bit of a pain. I have been informed that man flu is apparently the worst affliction known to man ;)
I can’t believe that rightback burned his lucky pants…
It looks like they have reformulated their old version of these dishwasher pods, as they weren’t doing very well in the reviews, in comparison to cascade. This reformulation to a new 3 in 1 phosphate free version seems to have done the trick.
Apologies if this has already been posted. I haven’t been able to keep up with the bb recently. This looks to me, to be one of the new detergents we have been waiting for?Amazon’s version of cascade, which seems to be doing extremely well in the reviews since being released at the end of May
https://www.amazon.com/Amazon-Brand-Presto-Triple-Dishwasher/dp/B08T724H21
Hey OB! I’m great thanks. I would dearly love to be going skiing…keeping everything crossed for this winter! Going to West Wales for a few days next week, so looking forward to that.
Excellent timing to go camping, with the superb weather at the moment. Are you going anywhere interesting? How are you all doing and has the ankle fully healed now?