Member Info for Grace83

Price of silver is looking good, Longjohn ;)

To be fair, he would probably give it a go OB lol!

OB, I need to do this. Not having any room is a ridiculous reason not to buy silver. Nice top up for you, to add to your collection, well done :)

Well I thought I bought in at a good price on Friday, at around 2.24 then managed a lovely top up close to the spike of the day today ha! You can guarantee that if there’s a spike over the closing price, that I’ll have bought on it...typical!

Riddler, I know the feeling. I take it as a positive that things are hotting up here though :)

Hey OB!
I’m really enjoying it over here. I hope riddler didn’t think I was deramping and hope I haven’t offended anyone. Fascinating stuff with massive implications for the world of science here.

I really think you’re right about that shiny stuff. It’s going to do much better than gold this year. I’d need to get a bigger safety deposit box though...it’s just the space it takes up! May have to just start storing it under the bed...Have you made any more purchases recently? Hope all is well with you :)

Agreed. Nice post to remind people

Thanks for the replies. And yes draft, hopefully we will be able to shave that ten years down a bit in future, as it’ll all help the overall costs and be able to get more drugs to market. The vaccine has been extraordinary, but shows what can be achieved...

JAdams, I agree about digital glassware taking the entire package to the next level. The way I viewed the tech though is that reproducibility is overall a completely separate issue than medicinal drug discovery. Reproducibility obviously plays a large part with a large pharma such as Merck, in being able to replicate findings across their many sites. But pharma and medicinal drug development has probably the highest reproducibility rate in chemistry. Which then doesn’t need to be replicated to other companies anyway, as they should be the only ones producing that drug. So the benefits as you say for that type of company for this system would be huge, as they can keep the information and details of any advancements ‘in house’.

Wouldn’t the main reproducibility issue come in when submitting cutting edge research to scientific journals? Particularly high end ones. I think it may be roughly ten percent of chemistry submissions get rejected immediately due to not being able to reproduce initial findings. In that case, the details of the experiment would need to be reproduced, so it would be a matter of how to come to an agreement for teams carrying out peer review to actually have access to the digital systems to be able to reproduce that experiment? In this case, the data would need to be shared with the scientific community anyway, so you wouldn’t have the confidentiality issues after peer approval here. It is still a very valid point about how this would work commercially though...as would anyone who really needs to reproduce this experiment need to have digital glassware?! Would individual universities just have to purchase digital glassware, along with other chemistry institutions? So maybe this company couldn’t be bought out by one particular company, unless it was a digital giant such as Microsoft?

I swear I’m not trying to be argumentative and welcome carrying on this discussion, I genuinely love these kinds of things with trying to figure stuff out and how it will work...I’m very aware that I’m new here and it’s been your excellent research that has informed a lot of people here. It would be very interesting to know the vision of Deepmatter for their technology...when you get the callback from them :)

I know it’s frustrating but I don’t really pay much attention to his buying or selling. He sold out of Ceres and Synairgen before their big rises, so clearly doesn’t know everything...

Hi Doog...I knew you must be a scientist from some of your previous comments! I’m no chemist, but I share your sentiments. We need a standard in science and AI seems to be the logical way to achieve it.
Well done on your investment here so far. Looks like I’m late to the party, but still happy to be here :)

So as we are still trying to develop an all round tool to shorted the development time for drugs, especially looking at the current interest in ICSYNTH...it currently appears to be the front runner to be able to do that...?

Would appreciate any feedback

So synthia clearly isn’t as transformational as Merck are making out, as they’ve had to come here...

Now, the major thing that piqued my interest over the weekend, is that while AstraZeneca adopted ICSYNTH.....Merck instead went with synthia. Then last week, as everyone knows, Merck came over here. Which tells me that synthia isn’t doing everything that Merck hoped it would. If you read the last RNS, it states that Merck has entered into a deal, to use our stiff, alongside their existing product. Their existing product is synthia.

There’s other stuff about chemplanner, but I’m
About to finish lunch, so if anybody has any feedback or thinks that anything I have said is complete rubbish, then I’ll be happy for the feedback. I’ll post some of the links from some of the places I found info too, incase I’ve misinterpreted anything.

http://csmres.co.uk/cs.public.upd/article-downloads/Computational-prediction-of-chemical-reactions-current-status-and-outlook-8.pdf

https://www.criver.com/eureka/synthetic-route-planning-software

https://www.merckgroup.com/en/research/science-space/envisioning-tomorrow/future-of-scientific-work/synthia.html

Ok, so I’ve been looking into some of the aspects of this company and would appreciate if any lth here with a greater understanding of the tech, to correct anything that is wrong, please? Or maybe jump in and give alternate views?

So, glassware is clearly for dealing with the huge reproducibility crisis in chemistry. It’s not what I’m going to focus on for now though. As I’m sure everyone is aware, this is a huge problem as 50% of all work completed by chemists is not able to be replicated.

ICSYNTH is basically software for retro synthetic planning. Ideally to be used with digital glassware, but doesn’t have to be. So when a pharmaceutical company wants to make a new drug, they use this software to make a kind of roadmap, so see which pathways are possible to get there. Access to a huge database of reactions and compounds make up part of this process and allow scientists to see other ideas that they may not have already considered. So this isn’t particularly unique to DMTR, there are two other main competitors here. Synthia (used to be Chematica) and chemplanner (which is now incorporated into the sci-finder programme). It’s a kind of horses for courses deal, whereby different companies will have different needs, so as each piece of software works in a different way, then some companies will prefer one over the other.

Now, ICSYNTH was incorporated into everything AstraZeneca does, so they basically adopted, championed, and sponsored ICSYNTH. This software, along with all the others is being upgraded all the time and is getting better, so is now really kicking in with starting to help save chemists time at the preclinical, especially discovery phase.

synthia basically does the same as ICSYNTH, but not as well. Ours seems to be better at making a more clear roadmap according to the requirements of the chemist. May that be cost, or speed of development, of having certain issues with certain compounds. Synthia is basically to present some other risky routes and just to show that they can be done, whereas ICSYNTH appears to be able to do more. This is also majorly helped by the addition of ICFRP, which is an add on that works in the complete opposite direction to ICSYNTH. It predictions reactions of the target molecule in the forward direction. This is the exciting bit for me.

Draft, drug development does take a minimum of ten years, trust me on this. There are many different factors that contributed to being able to produce this covid vaccine so quickly. The pressure to get this out is unparalleled and would never be replicated under normal circumstances. Unprecedented levels of funding (for the first time ever, money has literally been no object), then calculated risks have been taken so some stages have been missed altogether, the rest of the stages have been carried out simultaneously instead of sequentially to speed the process up. Also advances in tech has played a nice part, along with production starting when still in development. Also, we already have vaccines for other coronaviruses, so were not starting from scratch.

I really don’t know, sorry. I’ve never really paid a lot of attention to black cat and onkolytica. I do believe that they are only related to bc201 and nothing to do with 201 or 301 though, which are where my main focus lies here.

I haven’t seen this before. Good find :)

Great response OB. I agree that we will hover and maybe retrace a little with no news. But saying that, Rightback did call a 1 trade ;)

James, the reality is that we just don’t know when news will arrive. The timeframes have been long enough for companies to evaluate our products, so therefore it is feasible for news to land any day. On the other hand, there may be more thrashing out going on behind the scenes and more testing needed by the Japanese company, for example, so Q2 would also be reasonable. This is Pharma, where things don’t move particularly quickly.

Personally, I get up every morning and check in here first, before any of my other shares for news.

It is draft! I’m currently being pushed off the sofa.

Wololol, I only ever start with dipping my toe in to a new stock...buying £1-2k worth , then build a more sizeable position with larger buys from there, depending on news/how I feel the company is panning out/more of a feel for a company after doing more research. Started out this way last summer In ITX, which I know you have been involved in for a long time and I’ve built up a nice holding (not quite as nice as yours though, well done). I’ve had experience of RG selling out in DNL, so know it’s nothing personal, he seems to decide when he’s had a decent run, then drip feeds his sells from there. Think he has sold out completely from there now, but similarly to here, the appetite has been there to absorb those sells. Really think the trading update is going to make the difference here. I’m excited about this company, as the tech is fascinating...looking like a great place to be!

And I definitely agree OB. This has to break out soon as they’re on to something big. Maybe in the next trading update...?

Apologies guys. I went to walk the dogs immediately after posting and was going to buy in here when I was out. Then someone had left some sort of takeaway (looked like curry) in a polystyrene container on the side of the path and by the time i had noticed and ran over, my greedy spaniels had eaten it all. They were immediately ill, both went straight to the vets and have food poisoning. It’s been a nightmare ever since!

But on a different note, I think the tech developed by this company is revolutionary. I’m no chemist, but if this could be adapted to biological experiments, it would be amazing. This has to be the future, with working remotely and socially distanced. Being able to reproduce experiments reliably has huge implications for chemistry. I can see why all the fuss is being made, as this really is groundbreaking. Not a lot more I can say at this point that is original, to be honest as I’ve only been lightly researching this, but it’s certainly exciting. Excellent overview from Jadams to highlight and thanks for the link troajan.
It seems that RG is relentlessly selling here, which appears to be keeping the price down. It would also seem that when the financial update lands, this should put this company in a whole new light to new investors, due to the five new contracts gained. Is that pretty much where it is at?
But Doog...I happen to know that you know a thing or two about science, so I would be very interested in your opinion also.

I’ll be buying in first thing in the morning, after a good night of sleep!

Hey OB. Came over here for a quick look as I’ve been mulling this company over for a while and here you are. I’m about to buy...are you in?