Member Info for HotblackDesiato

Apologies in advance if I'm wrong but it's probably because we target the site directly (that's our patent) whereas other compounds can only target the site next door therefore not as good.

Gunner - you're quite right about there being plenty space for more than one treatment but just imagine if you had the fully patented silver bullet that works for multiple cancers. Cure the world and get rich in the process, what's not to like?

Hi Thoth, so do you think this might ultimately become a one-horse race?

Hi Krone - even if we've missed the first wave of COVID treatments, is it possible that we could use the COVID angle to get us into AGILE and use the resulting data for not just COVID but for bacterial pneumonia too? Therefore even if we're late to the COVID party, it might still give us a bit of a slingshot down a different path.

Hi AntiF - the question is: of all the stocks recently added to any MSCI index, how many have dropped in this way? Is it just a case of it being the nature of the beast i.e. all brokers note additions to such indices and build a stock of those shares prior to the inevitable II buy-in?

The human brain is good at finding patterns where none actually exist. We all do this, whether it's seeing the shape of a dog in the clouds or the 'obvious' manipulation of your share's sp. However, in the case of SAR, we're right!! ;-)

As so many have pointed out here, daily swings are the concern of punters wanting to boast about making £100 down the pub, whereas we investors quietly play the long game for the payday that will come in due course.

Madd & James - sorry, yes the MSCI addition doesn't come into effect for a couple of weeks yet. That said, it therefore gives PH a healthy run-up to that point where they can build a cheap stock of shares ready to sell at 6p+ to those funds that track the MSCI. These guys ain't dumb.

I'd hate to think PH have walked this down deliberately in order to either let their pals or, now that we're on the MSCI Micro Cap index, some Institutional Investors in on the cheap.

Hi Stoney, if the peeps at Porton Down are trialling anything of ours then might that cause us an issue if it ever comes to on-licensing?

Let's say Porton Down tests 1801 and says it's great. Now we want to talk to Big Pharma about a license but they'll want to know which lab carried out the trial as part of their own due diligence to ensure the lab meets their approval. How much could we tell them? After all, if the BoD won't tell shareholders who they partnered with in China then would they be able to even allude to a potential licensee that Porton Down were involved?

Oh what a tangled web we weave when we set out to, uh, umm, something about added shareholder value.

Either way, I'd certainly watch a movie about it if Porton Down are involved!

https://www.investormeetcompany.com/investor/meeting/annual-results-2

I've just read in Money Week that Merck’s cancer-immunotherapy drug, Keytruda, is the market leader in this segment and is predicted to be the world’s top-selling drug in 2026 with sales of $24bn – double those of the second-bestselling treatment.

I wonder what would happen to that projected figure if, say, a new compound hit the market...

Further to GeeJay's excellent find, I've given myself some homework by trying to find out which funds follow the MSCI Global Micro Cap in order to somehow gauge what level of 'buy-in' we might expect over the coming weeks however it's proving harder than I thought. Anyway, by chance I came across a brief article in the latest issue of Money Week which explains what an index provider is, I hope some might find it useful -

"Indices such as the FTSE 100 play a huge role in investment. They are used for monitoring the performance of amarket, for providing a benchmark for a tracker fund to replicate and as a reference when analysing a fund manager’s returns.

The rapid growth of tracker funds, combined with a greater focus on portfolio analytics, means that compiling indices is now big business. Providers charge licensing fees to fund firms to use their benchmarks, so owning famous indices that are in high demand for index funds can be very profitable.

MSCI, FTSE Russell and S&P Dow Jones are the three leading providers, accounting for about 70% of the industry in 2020. All three publish a huge number of global, regional and country indices, many of which are further broken down by style (such as value or growth), currencies or other metrics.

In some situations, they produce comparable indices where performance tends to be similar (eg, MSCI USA, FTSE USA and S&P 500). In other cases (eg, emerging markets) there may be greater variation because of different decisions on what to include and omit.

MSCI, which was spun out of Morgan Stanley in 2007, is the largest. Its key benchmarks include the MSCI World and the MSCI Emerging Markets. FTSE Russell, which is owned by London Stock Exchange (LSE), began as a joint venture between the stock exchange and the Financial Times in 1995. LSE took full control in 2011 and bought US-based Russell in 2015. It controls the FTSE 100, as well asthe Russell 2000 small-cap index. S&P Dow Jones was formed in a merger in 2012, bringing the S&P 500 and the Dow Jones Industrial Average together in one firm.

Other providers behind many important indices include Bloomberg, Nasdaq and Stoxx (owned by Deutsche Börse). A few firms that are not major index providers also provide some key benchmarks, such as JP Morgan in the bond market."

If anyone has been doing their own research into who operate funds that track this index, please share!

Regards.

Back in the day I would've been more interested in meeting his wife, Linzi.

(Cue thoughts of adolescence...)

Ah, no worries - sometimes I leap to the wrong conclusion!

Have a great weekend.

Peff - I hope you don't think my reply to Mafuta was some sort of potshot at Thoth, it wasn't, it was more aimed at any contributor here who describes themselves as a 'genocidal sociopath'.

I guess some people are beyond help ;-)

Morning GeeJay - great find.

We're mentioned on page 7 - https://app2.msci.com/eqb/gimi/stdindex/MSCI_Nov21_MicroPublicList.pdf

Surely this'll see the sp head back above 7p by Christmas, no?

Hi James, for some unknown reason the date for the International Application Status changes daily (I've looked a number of times) while all other entries keep the same 14/10/21 attribute.

I'm stumped as to why the UK application seems to have submerged but this one seems to carry on.

Regards.

The thing to also remember is that that's the patent filed with the UK Patent Office, the international one still appears to be ticking along.

https://patentscope.wipo.int/search/en/detail.jsf?docId=WO2021204762&tab=PCTDOCUMENTS

I doubt our chaps would forget to pay any fees due as it's not as if they're new to this patent lark.

Hi Blackisle - the SAR business model is to come up with compounds and then on-license them. As Stoney points out with just our TYK2s we cover off over 30 autoimmune diseases/indications and over 55 cancers. If (and that's a huge if) we are able to on-license based on one or two indications per contract for those 85+ conditions at £XXX million per contract then our value becomes very large (this could be understatement of the year).

Yes, there is a long way to go but every day is a day closer to realising the full potential of what SAR has created.

£60 a share seems absurd at the moment as that would lead many of us to join the HNW set but who can say what will happen?

Regards.

Hi Salford - There was also a lengthy article in the 16th Oct issue of New Scientist regarding the use of mRNA in fighting cancer & other conditions.

An excerpt -

'...Then there’s the use of mRNA against cancer. The general idea of cancer vaccines is to get a person’s immune system to target proteins found on tumour cells, but not healthy cells. Many cancer vaccines are personalised: an individual’s cancer is genetically sequenced to identify targets, typically mutant proteins that have arisen in their tumour cells.

The big advantage of the mRNA approach is that cancer vaccines can be produced quickly and relatively cheaply as soon as such targets are identified. But finding targets specific to tumours is difficult, says Smita Nair at Duke University in North Carolina. Nor is it easy to get the body to attack the tumour proteins, because they are similar to those in normal tissue, which are usually off limits to the immune system. “Cancer is much more difficult [than infectious diseases],” she says. “It’s a work in progress, but looking hopeful.”

There are currently six ongoing phase II trials of mRNA vaccines for cancer that could potentially lead to approvals, says Jessica McCormack, an analyst with GlobalData. Four of these are personalised vaccines.

While there is no doubt that mRNA vaccines and therapeutics hold enormous promise, there are reasons for caution. The chikungunya antibody trial remains the only such test of therapeutic protein production in the body so far and the full results haven’t yet been published, says Pardi, so we can’t yet say for sure that this approach is both safe and effective in people. “Toxicity testing will be absolutely essential,” he says.

But all the indications from trials in animals, including non-human primates, are positive, and the potential is staggering. If we can overcome the remaining challenges – and that’s a big if – we could wield the very tactic that viruses use against us to treat almost any condition that ails us.'

There's no doubt that we live in astonishing times with regard to medical progress.

Hotblack.