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ModiFy — I’ve had a listen to the AGM recording (Thanks Botski) and Lindy did comment on ‘DTH — which is positive’. Did anyone get the chance to speak to her / scientists at the AGM over coffee to ask more about this? Or anyone else has had any thought about this? Thanks
The other crucial thing here is what Paul said about the driver for adopting DMS. in Europe it’s safety (Euro NCAP, GSR) and in America it’s a race to full autonomy. They both converges to adopt DMS — and the evidence so far is pointing towards our DMS.
It isn’t just true in auto but trucks and commercial fleet including platooning. But the real question for us is, is this ‘Truck BdMS’ or auto-grade video telematics solution for AV truck? Answers on postcard please. ;)
Lofas - the SNAPvax is a product/platform which I’m sure is highly valuable and IP protected. I’m assuming (not thoroughly checked) that Vaccitech acquisition of Avidea included the IPs (ie - not excluded from the deal/ held by founder of Avidea/Scientists who developed SNAPvax).
Konar, the converse is more likely to be the case. Sclp mcap is almost twice that of Nasdaq-listed vaccitech. But we can’t afford it - yet. Earlier papers (2020 onwards) also point towards multiple affiliation of the authors, not least Genentech. What matters now I suppose is who owns the IP.
Good find CW.
This leads to…
https://www.cell.com/cell/fulltext/S0092-8674(22)01321-6?_returnURL=https%3A%2F%2Flinkinghub.elsevier.com%2Fretrieve%2Fpii%2FS0092867422013216%3Fshowall%3Dtrue#%20
My first impression of this is it’s a perfect combination for Moditope platform as a whole. 2024 plan for trial is probably as quick as it gets to learn from ModiFy trial — especially adverse effects etc.
FWIW, too much attention has been given to the comment in the McMillan forum and not enough to Delayed hypersensitivity, which is of course mentioned in the same para.
Despite some positivity, in the said leaked information/internal memo, Aurora CEO also raised the prospect of cost cuts, taking the company private, spinning off assets or even trying to sell the company to Apple or Microsoft.
Crazy valuation and has only made 3million from JV — more like research work — with Toyota. Viable business?
Great answer Burble, thanks especially w.r.t solid tumours as we’re trialling in inoperable tumours. The term tumour lysis escapes my mind — I guess ‘tumour melt’ is also understandable. In a way we don’t want the response to be too rapid given this risk.
Hi all, a quick basic science question. Is there any specific pathway to prevent hyperkalaemia in relatively fast Moditope tumour response/resolution ? I felt like this question was answered before but now is time to revise. Thanks.
Hi, Welcome Dan. With the advent of DMS/OMS, OEMs are now realising loads of potentials for them to monetise ‘cars’ and invest to become tech companies. As many features will be software defined, I think subscription models will become the norm. There are early signs that OEMs just want these for themselves. Can you imagine a heated seat based on subscription? That’s coming too…
https://www.bmw.co.uk/en/shop/ls/dp/Seat_Heating_SFA_gb
I’m just joining Timc conversation. What we must not underestimate is the strategic shift in the industry — meaning players are prepared to fork out billions and lose billions overnight. ArgoAI story is a major shift and SEE is well placed to benefit from this.
I also think certain companies are prepared to pay well over what’s ‘reasonable’ to stop a bid contest and if the right player comes on board, the unexpected will become the reality.
We’ve had a long history with Mobileye, either as a collaborator or competitor. I’m not talking SEYE. We won the Caterpillar bid against many companies - Mbly included. We’re respected in the industry. That’s why no one has come with a silly bid (after the last rumoured silly bid).
Other thing was Paul gave us 2 different growth figures - something like 18% at the Townhall meet and 35% in a later interview. The CAGR of ~18% is what the sector (video telematics) is experiencing at the moment. We simply need to grow above that (by a lot) to have a bigger slice of the pie.
The business models seem to have more variables compared to auto and the fleet manufacturers aren’t doing it themselves. We’re tiny compared to the incumbents (don’t we love that word now) but we’re bringing several differentiators — autograde, robust DMS and now OMS (for co-driver), 10B km real world data, action prevention etc etc.
Whatif, the likes of Lytx, Nauto, Streamax, Samsara are in the same space as well as Mix Telematics and Geotab. We have less than 1% of market share and probably less in North American market and Paul previously said the target is to have 8% by 2025(~). It doesn’t look like the others are announcing their naturalistic data — so we’re bringing something attractive to the fleet OEMs. We need to penetrate the NA and European market.
I’m hoping for a growth of 35% for fleet this yr but by a lot more in order to achieve that target. Looking fwd to Gen3 launch and RNS on after manufacture in tens of thousands. Our strengths in Auto will feedback to Fleet and hopefully it’ll show.