Member Info for Ivyspivey

Modi 2 mainly modification of Lysine.Use predictive algorithms and select best epitomes gives 90% prediction rate using relocated Alpha helix.
Picked another 5 including Keratonin.
Modi 2 high levels of myeloid target.Identify TCR and give it to all cancer patients Taje normal T cells sort out single cell amplify TCR cloning and put into virus vector and put back in patients blood.Very exciting.
Can’t manu and give back to blood do that is big role of zBion Tech.
Collaboration very strong.
Can adapt T cell transfer and follow up with a Vaccine
CRUK/SCIB2 under no obligation to use Ichnor device and won’t.As a charity and in UK don’t need IND and likely complete in UZk only but CRUK to decide.
JC v.dsappointed with SP but need deals and data.
Big pharma in this space all aware of work SCzlP are doing
CH in response to question of early monetisation said a relative term and needs deals and data
Combo trial 25 patients small study but is statistically significant if can increase response from 30 to 55%
Directors remuneration based on comparative study with similar bios
More innovative the sciencevthe harder to get deal but first part of Bion Tech collaboration gone well but need proof of principle
Cash burn 350k per month and will only increase when trials start.
No plans to raise and are currently looking st options for future which may include non dilutive funding.
CRUK grand challenge asked about but very reticent to say too much.
Also US office will stay hinted at JC wish to go for Nasdaq listing in the future but long way off
Kate Cornish Bowden left v.smicably to pursue other things.In oricess of getting new NED.
May be off to a China soon to talk to possible investors.
Sorry if a bit all over place.Listen to Steve recording but overall very happy with AGM

30 PIs and JC very nervous
Modi 1 in clinic in 2019 for several,indications.
More announcements in 2019 for TCR/Bion Tech and New Nottingham University tie up but LD bullish on prospects.
Combo 25 patients 10 in UK 5 sites and need both US and UK submissions.
V.complex IND and submitted in Zjuky and successfully answered FDA questions on toxicology etc and CMC.is 3 submissions and 1000s of pages and got questions on toxicology and clinical protocol but successfully answered
One bit of data from SCLP TMF still to be finished will be complete in Dec and then collaborate with Ichnorvto reapply
Main issue is with Icnor.Their European experience with T2 immaterial as separate submission.
Uk submission in progress
Modi 1 v.complexvto manu.3 separate apis all of which need manufacturing and then combining.
Hydrophobic mskes them v.chalenging to produce.
Polypeptide 2 now defined a process to make all 3.
Patient enroll,ent criteria and DOse escalation work mainly done but manufacture some work to do.

To make sure No misinterpretation Auto Immune Diseases

Will update later.Personally pleased overall but was in a minority.
Only asked 2 questions When was IND submitted.Answer July and what Was Modi 2 extended platform.
Answer Cancer only and not AIDs

On checking it was DA rather than RR that raised earlier questions.
Hope they cover many issues raised or others ask as don’t want to reel off a long list.
I am not angry and why would I be.I simply raised the point of some people may be angry and wish to show it.
Inanaco if you can’t detect the vitriol especially on ADVFN and sometimes on here vs the BOD or more especially you then you really are a very poor judge of how some in the audience may feel.
The vast majority of us I expect will be polite and respectful but for you to dismiss the possibility of some heated discussion on legitimate questions is simply baffling.
You really need to step back and think why do I cause all this argument and friction
ATB

Yep
Will stop on way and try and collate a few things.Think RR raised some points as well

Hi Boom,
If LD does not cover it or not asked elsewhere will try and find out if extension of platform is oncology related or other AIDs etc

Krafty.We are thinking along similar lines and seem to have followed the same line of thought over last 2-3 years.
C7 Still think the big difference between 2015 and today is the positive sentiment going into the one 4 years ago whilst today feel that although there will be some anger but it was largely the failure of the BOD imo to read the room that that caused most of issues in 2015 somehow feel they won’t repeat that mistake today so am pretty hopeful of a decent day.
Personally would prefer an open meeting where all feelings can be fully expressed and any anger gets out and then we can move on in a positive fashion rather than not being let out at all.

Also please do a post where we have ramped this.<br />Yes some of us are very confident but most of our forecasts are verifiable and are a reflection of this marketplace.<br />Most of us have given up on predicting the SP as we have been mostly wrong but to say this is overvalued is ninsense

Ghee = aligned

Petch
They do not buy whether in a closed period or not.
If you look at how the options are always ghee and this is typical US pharma practice you will see they are fully aligned with SH
You ignore the fact of the number and size of IIs who have bought in here st considerably higher prices.You really do not understand this space at all and yes you may communicate with others to get a lower entry price but please do not try and come up with irrelevant negatives.
Fair points yes but to repeat points that have Ben endlessly answered are pointkess

At end of day the oil and gas is in the ground and we need to get it out so any arrangement that progresses this aim has to be very good news.
We know many wanted a “super major” oil and gas producer but today’s news is still very positive and who knows who may pop into the picture.
Yes we may need to wait longer but this is not the jam tomorrow of a couple of years ago it is a logical progression towards finally achieve it the real added value the LTH deserve for sticking with this through thick and some very thin times

Evening
Thanks for reposting had not looked at Dans report for a while.Last few days been good here and seller looks out as consolidating nicely above placing price.
With FDA Approval and so e initial sales will hopefully ge5 back to st least 4p andvthen move up from there in 2019

Small top up at 7.75 so guess all those black trades are buys

No worries PR.
I usually try and meet up with GL when he is in London to try and validate my thoughts.Of course he will not let me know anything price sensitive but he is usually happy to give me his input and I can guage the level of confidence and possibly clarify any change of direction/ strategy which may help me predict the likely outcomes.I can also get clarification on any specific issues rather than spend endless debating( one particular BB springs to mind) on matters that no one knows the answer to.
If we meet up like at the AGM it is good but it was during a period of little anticipated news flow so iittle to be gained.when we meet at a time like now when much of the important news flow will be internal rather than from say the FDA it us normally of greater vslue

Hi rebarm,
Been convinced for some time that they would only go it alone if no acceptable offer as yes have to set up a whole commercial operation so would have had to have initiated it by now imo.
We know they only have a handful of employees here so it would take lot of time to absorb everything into operation.
GL has confirmed he is coming to Jeffries so expect more info may follow from that

https://www.aljazeera.com/news/2018/10/georgia-elections-foreign-ministers-neck-neck-polls-181028061227076.html

https://www.aljazeera.com/news/2018/10/georgia-elections-foreign-ministers-neck-neck-polls-181028061227076.html

Yes Inanaco I was hoping for a more general update on many of the issues you have highlighted rather than a fuller articulation of the Combo trial delay which I have no doubt will be addressed either in the presentation or in the Q&A.

PR
Not all.they could go it alone and commercialise themselves which again seems very unlikely as I would have thought they would have started recruiting by now.
So 2 options one is to partner with a revenue generating Compsny already in the US hospital space which has always been their designated preferred option or a big pharma deal likely to be a global one.
If they have not started recruiting and given the specific nature of the commercial strategy they intend to promote it requires swift and effective contact with the main decision making groups in the targeted hospital settings.
If you don’t set out to do it yourselves you must be confident of being able to do it via another party.
Both big pharma and a partnership with an already revenue generating Compsny in the hospital space will already have this access to be utilised by MTfB