Member Info for KonarA

The 2021 trial design said cohort 1 was to be between 3 and 6 patients. The clinical safety panel has agreed to progress the trial after 3 patients - the minimum required. Does this suggest clinical benefit is being seen already and they are keen to progress?

Thanks Ray - but this is the slide i was referring to earlier. It shows cohort 2 as being just vimentin peptides, but we know from today's RNS that cohort 2 will receive both Vimentin and Enolase peptides - hence my comment that this is out of date.

Does anyone have an up to date trial design? The latest I can find is on the AGM presentation of 2021 - but this is obviously out of date. The clinical trials registry entry doesn't give the details of the number of patients in each cohort.

I think the clue is in the RNS details - the patient was dosed today.

They couldn't announce it before the dosing was done, and they are obliged to announce it once it is.

another huge step forward. There is always the risk with any novel treatment that un-envisaged side effects may occur. Now it comes down to the therapeutic benefit!

@RuckRover - I guess with the boosters they will try to say its "just like the seasonal flu vaccine".

But I think most people would much prefer a more durable and broader scope vaccine.

my instant take away from this is that Zakari is still alive and in the plans - whatever they are.

I had wondered if the Zakari plans had been the root cause of Cliff Holloways departure and died when he walked out the door.

I believe the research paper that she is presenting was done the Nottingham rather than under the scancell umbrella.. although it was Moditope related

@cleanerworld - I read it to mean "wavering of confidence" rather than "breach of confidence"

I'd like to think "not much" - any sensible investor should have priced them into their equation. The reality is that it would probably see a drop. Conversion of the notes would see a roughly 25% increase in total shares in issue, so a drop of about 20%.

Personally i am invested here for a liquidation event - either a complete sale of a platform or the whole pipeline to a large pharma. In that scenario its impossible (in my opinion) to see Redmile doing anything other than converting the loan notes. They'd be crazy not to.

@Chester - happy to be corrected, but I believe the option to convert sits with Redmile.

Unfortunately this isn't correct:

""A buyout of one billion would be £1.22 per share. I think £1 would be a severe undersell."

Fully diluted shares outstanding are 1,019,693,626, so one billion buyout would be marginally under £1. No Aston Martin for you I'm afraid.

LochinvarLass, if you are living in July 2018, could you do me a favour and pop over to Wuhan and have a word with anyone eating bats?

given that the company themselves set the expected timeline for early clinical data release as 4 months, then its fair to say that we are way overdue an update on the current findings irrespective of any subsequent changes.

Thank you Bermuda, really helpful.

imagine how worried you are going to be when you find out about checkpoint inhibitors!?

Just a few questions from me for anyone who is very familiar with the trial design, or has experience of running these things (opinions also welcome)

The first two cohorts of patients are expected to receive the Vimentin peptides only. Is the intention to introduce Alpha Enolase peptide after that? Is this still the plan?

As this trial is being used in a number of indications, will they need to do the safety run in for all indications before they introduce the enolase peptide? For the first two cohorts, how long do we think they will need to be followed up/observed before the green light is given to expand to the next cohort? How long does it take to confirm that they are not suffering from any related side effects? Do we think the company will RNS the first patient dosed with the enhanced product?

@c7 I guess the main point I was trying to make was that funding isn't the risk. Product success (or not) is what's important now.

It's not worth considering the cash position and burn, without also considering the position of the company. We now have effectively 4 products in trial (SCIB1, Covidity, MODI-1 and the Avidimab platform through the covid trial). All of those trials are expected to deliver significant news/progress within the timescales of the current cash position/burn, with Moditope potentially being a whole industry disruptor. My continued investment is on the basis that any one of these products can generate a commercial deal prior to the money running out. If the money ran out without any of them generating a commercial deal, then that would "likely" be down to them failing to perform to expectation in the trial. In other words, it does feel to me, like it is now or never with the cash position. I can't see any major fund raising requests being supported down the line.

in response to a comment on the data release date. The insinuation was clear.