Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
TF if you’re injecting into the body of the deltoid muscle, you’re not going to inject into a vein.
The CV blood clots post-AZN vaccine are associated with low platelets whilst the Biontech vaccine fewer cases and not low platelets.
Watch this space. When Canada stops use of AZN vaccine one can no longer claim its politically motivated.
Hi all,First post here. Holding on to Amryt because of Filsuvez. 210 active days sounds like a long time. May seem forever if they apply stop-clock. Is it similar timeline for FDA?From RNS this morning... “The EMA review for Oleogel-S10 will be according to standard timelines with an opinion of the Committee for Medicinal Products for Human Use (“CHMP”) expected within 210 ‘active’ days (excluding any ‘clock-stops’ for the applicant to provide answers to questions from the CHMP).”
Dear Schnorrer, :)
Allow me to indulge you re the multi-faceted model you allude to.
Not sure if this is relevant... From recent RNSs, SEE has made a point to mention how long we've been in collab with so and so e.g. 5 years with Omni, x years with AMS as well as a mention of addressable markets e.g. $1.5B for the OMS market etc.
Feels like relevant for the eventual take over price for SEE rather than limited to using forward revenue etc.
Any real world example that we can relate to?
Nice post Schnorrer! 23 recs...
Not seen anything like it on here since Seeing Tom's about use of DCF modelling many moons ago. Learned a lot from that...
I've just accepted from Finncap years that it's difficult to value SEE - as is difficult to value growth companies in general. But the obvious question is - given what you know - how much would you value SEE (with all assumptions attached etc)?
Hi Whatif, from memory it’s 6 OEMs and 9 programme announced. We work with many more and hence offices in various countries and new engineering staff recruitment.
We’ve passed 6B km of naturalistic data and near 30000 installed. But you’ve been keeping us updated. Is this really you? :-)
There was a coverage on II over the weekend about 5 shares for ISA - don't think anyone has brought that up yet here. It's PI's buying and MM making money on the near 5% spread.
LL, I guess that question is directed towards Wild...
My take is that it won't take much and we should be able to fund that. My feeling is our trial will be back to back once safety is established. Therefore more likely to receive a huge lump sum from the start. P1 will probably involve up to 80-100 patients max but we should be able to move to P2-3 (back to back) once safety is established. BioNTech did it in 11m. I need to read the details but CEPI mentions 100 days?!!
I'm not sure how that'll be possible (or best interest in terms of understanding efficacy, immunogenicity etc) but we'll certainly need new labs/staff/clinicians to represent Scancell at every stage. Scancell may multiple staff numbers in a short space of time if that happens. So 100m may sound much but realistic (and more needed) if you're giving a shot at producing a pan-coronavirus vaccine.
If the announced grants are only for P1/2 trials, I suspect ours is probably to also include P3 and beyond e.g. commercialisation, provision for developing countries etc. That is a lot more work and may well worth north of 100M.
(a nice dream in the middle of the day).
TLS, it may be relevant to us as recent RNS on AMS alluded to. John Noble recommends SEE customers to use AMS technology. What do you think?
The opposite is happening - Any insight into this?
... price movement during the day. Dropped a few % first thing and increased probably by 10% to finish 6% up. Anything to do with shorters closing positions?
Within the milkeninstitut database of ongoing vaccine trials, there are a few groups using the electroporation method. As others have mentioned before, it’s unclear how you’d scale this up in a real life vaccination programme. I’m hoping we adopt an alternative delivery method for Covidity.