Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
I said I think”, as I can’t know. Just an educated guess. Very little has been released on patient recruitment, so wer’re all in the dark.
Real question is how close they are to recruiting the full target 50 patients It’s impossible to judge that from what has been released
I think that the final cohort has started on 16mg/kg. Hence they can state that the end in sight
401 killed all lung cancer cells within 72 hours in a Petri dish. The question is how well it passes through the gut and gets to tumour cells. Great things might come from 401,given time and patience. For now ValiRx progress the oral formulation , as it’s the fastest track to approval
Just waiting, always waiting. Deals take time, so timeframes are tough to nail down. The recent update was strong, So there’s reason for optimism. I’d dearly love to know how the 201 trial is going. By now they should be seeeimg a mean 50% PSA reduction, which should be a game changer. With its negligible side effects, 201 should blow Abiraterone away. That’s the current golden standard of care for etastic hormone resistant prostate cancer. But 401 news seems more likely first.
The company has a tower of NDA agreements that is about a metre high. Based on Satu’s past presentations What we need is a pharma willing to commit. I patiently await a commercial breakthrough
In pre-clinical 401 did kill all lung cancer cells in a Petri dish within 72 hours. So, there is some reason for belief in a significant upside. After all lung cancer is the commonest cancer on the planet, with no effective therapies currently available
Not bad. Only one basis point charged for that sizeable transfer. Too big for an ISA, so maybe SIPP or T20 Fingers crossed that it bodes well
1. 401’s inhibition of HSD10 works 2. 201 blocks SRC Kinase from bonding with hormone receptors, thus blocks disease progression I.e. it works 3. Commercial realisation continues to move at glacial pace Let’s pray that those invested live long enough to reap the rewards, of what looks like a very sensible investment
A very nice summary of where they are, and positions 401 for commercial action. I don’t think that the timing speaks to anything. I suspect this took a fair bit of time to author and release. Likely in the works for weeks. These negotiations will no doubt bear fruit in time. We just have to remain patient. The article certainly makes a compelling case, and reminds us why we are here
Institutions normally cant invest in companies with a mcap of less than £50m. The "control" question i think more applies to potental commercial deals, where "control" can be diluted. Thats a risk decision for the company
A little reading for anyone new to the share
http://1cqi8a4dpf4p8okqjp35hmi5.wpengine.netdna-cdn.com/wp-content/uploads/2014/11/GENEICE-2014.pdf
GeneICE Pipeline ( as of nov 2014 )
1. 101 - BCL-2 ... covers a broad range of solid tumors, as per the last post - pre-clincal stage
2. 102 - Breast Cancer - Proof of concept stage
3. 103 - Prostate Cancer - Proof of concept stage
4. 104 - Colorectal Cancer - Proof of concept stage
5. 105 - Alzheimers disease - Proof of concept stage
101 Mechanism of Action ( BCL-2 down regulation)
One of the main characteristics of cancer cells is the over-expression and/or the aberrant expression of certain genes that promote cell growth. VAL101 targets and silences the gene that expresses Bcl-2, an oncogenic protein that plays a crucial role in cell death regulation. When Bcl-2 is over-expressed, it may inhibit pro-apoptotic signals, allowing the cancer cell to survive under stressful conditions.
GeneICE utilises a natural gene regulation process that cells use to express or halt the expression of a gene. Unlike the traditional lengthy and costly drug discovery approach in finding a protein inhibitor, GeneICE would directly silence the selected gene. Presently, VAL101 is in pre-clinical evaluation.
Most shares are held in nominee accounts, thus pi's aren't normally named on the share register. Hence we arent notified directly. If you wamt to vote, you need to ask your broker to proxy vote on yiur behalf.
I was delighted to see such strong 301 news arrive. What i would also dearly love to see would be an update on target format. Proving an oral pill or nasal spray delivery mechanism would have huge benefits for the early disease applications for prostate and ovarian cancers. They would also making daily fosing much simpler, than the current required subcutaneous injection
Because silencing the expression pathway of a gene is safer than changing the structure of a gene. Im no scientist, but thats the basic argument. The GeneICE mechanism of action is also reversible. CRISPR is not.
http://uk.businessinsider.com/gene-editing-tool-could-cause-underestimated-damage-2018-7?r=US&IR=T GeneICE in my view looks much safer than the much heralded CRISPR.
Threatens administration, as the company would struggle to meet its working capital requirements as a going concern. Vote with your head,and not your heart. This isnt about justice, its about survival.
Not sure that more information will be forthcoming. If they are in confidemtial contract negotiations, then they cant disclose anything. But the inability to raise cash through the equity markets is a great defence against low ball offers. IMHO. Voting No is a very risky move.
Please votes yes to all resolutions. Voting no will cripple the negotuating power of the BoD, as we'd be in firesale or administration territory. Vote with your head, and not your heart.
Adam: The plan was to make a 401 Phase 3 trial submission this year, but they can only do that when a partner signs, as the partner will shape the trial. Then the trial would likely be over 2 years, targeting something like 200 patients.