Member Info for Luckenbach

…other trades :)

Dracula, from their point of view all others are zero.

Dracula, it’s not me. It must be aliens, some kind of binary messaging. I would like to ask John Nash to encoren this but Russell Crove will do for the reason. But looks like somebody is seriouslu in this game.

There is no sense in a traditional way we know the market. Like experienced with WSB it seemed to have no sense but there was a new logic.

The following has no sense and it is not a recommendation. Imagine now if somebody has lost the nerve and promised to sell one share everyday before the share gets the nose up again? Maybe others are joining and tomorrow we’ll see one hundred one share trades. If the sellers were others than the biggest one hundred shareholders (not selling )then roughly 10000 sellers with roughly 5 milj shares (not concentrating on exact figures) were to join and sell. It would take 500 days at minimum 10000 shares at max per day. ( if them all would start selling now) until 5 milj shares sold. That wouldn’t be beneficial unless there were no costs of selling and we wouldn’t get good news. Maybe a good strategy if not that much nerve left. Also no harm if it keeps the SP stable when no news.

Think about if 10000 shareholders would start trying to buy one share a day. Five hundred days and 5 milj shares bought at best. Where would that lead? No harm either, hold is a buy in attitude and each of the 10000 shareholders would have 500 shares more.

Own only as many shares as you can afford to believe.

If back office is trying to make figures match?

In solidarity the dilemma with corticosteroids was ignored. Merck donated 290000 portions interferon drug (subcutaneous interferon beta 1-a, an accepted drug for ms disease) to try against COVID-19. Did it fail because of not reaching lungs or because of concomitant use of corticosteroids? Dosing? Anyway the two other Interferon beta 1-a candidates got neglected, not used, being only mentioned in annex? Blocked out? And still those two small pharmas continue with interferon beta 1-a, one with nebulize form and one with intravenous administration for COVID-19 and other purposes.

So if these two, SNG and Traumakine, would hit through, would there be any chance for Merck’s Rebif to rebound and enter the market as repurposed interferon beta 1-a drug anyway? Or do they have to step on IPR protected area of others? After all it is already an approved drug for ms disease and don’t know if any further data could be available for them by this way? At least solidarity caused a significant delay for others. But did it totally block Merck’s chances in COVID, influenza etc with interferon beta 1-a? (Thinking visa versa the solidarity, due Merck’s rejection others were blocked out too but if others would now get approved would it open doors for Merck? With some additional research?)

Whilst waiting for big news.

It must feel like a factory burned down, which in a majority of cases leads in to permanent closing of a business. Still some ideas can survive with all the valuable data. You never know in what form something pops up again. For shareholders of course a catastrophic situation anyhow.

Like in car driving. One can crash a car with fatal consequences but it does not mean any higher odds for you to crash. Unless it’s an indication of something else like bad weather that affects you too.

But didn’t Traumakine experience almost the same when the concomitant use of corticosteroids disturbed the results even long before solidarity. But still going strong.

Just wondering what was the plan with subcutaneous interferon if a miracle pill was in process?

So Merck’s Molnupavir is taking the market before hospitalizations. Later comes Pfizer. Someone falls in a pit there in between and Traumakine takes care in hospitals albeit lesser and lesser patients. Good for humankind anyway.
https://publichealth.jhu.edu/2021/molnupiravir-the-game-changing-antiviral-pill-for-covid-19

Any knowledge here if Merck’s molnupiravir is a kind of a potential rival to SNG?

The article is worth reading. It is very enlightening and gives the understanding of the role of interferon 1a beta in inducing CD73 to protect endothelial layers in lungs and other organs under ischemic conditions or COVID-19. Like Sax mentioned it tells what Hibiscus should proof very much.

To my understanding this all means Traumakine could be a real banger after all this sneaking!

Some new definitions for the syndromes mentioned in the article:” IV IFN beta-1a is still an investigational medicinal product but considered a viable treatment option for adult respiratory distress syndrome (ARDS), Middle East respiratory syndrome (MERS) and coronavirus (COVID-19)8.”

Immer Langsam mit jungem Pferde! So not so fast Merck!

https://finance.yahoo.com/news/says-awaits-full-data-merck-091844178.html?guccounter=1

Yahoo finance Reuters

WHO says it awaits full data from Merck on antiviral pill. So this a day after Merck said it had applied for US emergency use authorization.

https://www.wsj.com/articles/pill-intended-to-be-covid-19s-tamiflu-succeeds-in-key-study-11633082401?mod=article_inline

Merck didn’t succeed in WHO Solidarity trial with subcutaneous Interferon. Now they have something new according to WSJ.

Merck & Co. and partner Ridgeback Biotherapeutics LP said Monday they have filed an application asking U.S. health regulators to authorize their Covid-19 pill, the next step toward adding a long-sought drug for use at home. At WSJ they told Merck team submitted application for molnupiravir to the FDA within 10 days of receiving the data.

Seems like accelerated approval is certainly possible with good data we’ll see.

G20 Innovation League competition 1st prize to China in healthcare

http://www.news.cn/english/europe/2021-10/11/c_1310236525.htm

China's Sansure Biotech, a startup specialized in reagents and advanced testing tools widely used in battling the COVID-19 pandemic around the world, grabbed the healthcare award, introducing, among other products, its Advance Magnetic Beads Technology, which relies on super paramagnetic nano-spheres to absorb DNA/RNA, increasing screening processes speed and effectiveness.
In the same contest, Indonesian startup Nalagenetics was also awarded, while winners in the other categories included startups from Russia, Indonesia, Britain, France, the Netherlands, Canada and Italy.

So is it soon the G20?

Are there any shares on the table at G20? I think this is not a forum for EIC to try to sell bad stock. Supposed to be an arena for the best of the bests.

Come on! Give them an understanding so they understand to give!

The goal is to make G20 to yell: “OMG I can’t believe - fantastic!” They will anyway later check the facts before they transfer the money. :D

Can’t avoid to express how I understand the meaning of the results: “Bex has impact on refractory patients. 30-40% patients (DCR) out of which 83% are alive after six month and 28% of patients not affected by Bex (non-DCR) are also alive after six months. “

From one point of view I think our resistance to death is individual to a certain limit (I’m happy not been put to think my limits). But if you have your destiny and you get six months six months is a gift. And after six months the difference is that one is responding and the other stays refractory. Can have an input how one plans further in person and with family and friends. We are here not only to stay alive even though it is the biggest wish, we are here to live our lives. Yes - Reprogrammed If so.

I learned recently that patients at terminal care do very commonly regret they haven’t got things finished yet. With all my respect and condolences to a family where a mother of a newly born baby said: “I wish docs could somehow still get a bran new cancer drug from the US or somewhere” - two days later she died. (True story).

It is data of course with the approval and the accelerated approval. But you can use emotions more in selling products, solutions, services, idea or thoughts. Don’t get lured with sentimental posts here!

Have a nice weekend!

Btw. Past weeks it shouldn’t have been a problem to catch up 100 000 shares or more within few days. But I wonder if this state of affairs will continue albeit right now volume is even lower. This “opportunity” hasn’t been used as an opportunity, not even among the other wealthy at the top 100 (don’t know about additional nominee shares). Some of them can have capabilities for a lot more even in bigger scope.

The share is a major financial instrument in addition to grants so far. Small investors have supported the company through dilution like we all have counted. Our willingness to participate a share issue haven’t been tested. Anyway IMO this time the share issue and placement was good judgement (not knowing any insider thoughts and talks about developing the pool of owners and what instances the pre-marketing reached).

I am happy this company is listed, otherwise it wouldn’t be possible for many of us to invest in this “start up”. Happily the SP didn’t plummet so much compared to many other listed med and tech start ups from their heights.

Like said in drug development companies use data and Artificial Intelligence and even old data to develop and combine molecules to find new treatments etc.

Some people here are digging old things telling newbies that there are soft points now. Nothing against that, on the contrary we all should know if something were wrong. Some makes it look like that now.

Could somebody tell now what is the soft point, the thing that others don’t regard, and where is the intelligence in blaming the company and management. Otherwise I regard some writings here as disinformation e.g. rising up negative things (true or half true or not true at all) from history without real connection in to today’s context.

So tell us now is there really something wrong? Except the SP is coming down again (with low volume). Do us a favor, please! Tell us also if there is misinformation elsewhere. The definition of the shareholder value mentioned earlier here is widely accepted definition. It includes the future element and we try to evaluate the future. That’s the whole point in succeeding here to me. Some will see it some not. We don’t know the future, but I listen the company and their disclaimer and I do my own judgement.

No fear of “meme” behavior among investors here. (A WSB kind of a meme effect itself is not building real shareholder value if you can’t use the value in M&A e.g.). A rise in the SP would be appreciated anyhow. The SP now is falling and around four - imagine if tomorrow rns were saying company has an offer from BP 1b or 3b …. what is your estimate then about the shareholder value. Created overnight?

At least we can’t blame Faron’s contact person(s). If they gave a pitch and got us in.

Aren’t we saving lives!

Who is gonna give the five minute pitch? Markku, Sirpa, both together and the other maybe on a short video, or with Maija if you choose breast cancer as a spearhead? One from Science Board on video?

It’s five minutes. What should be the governing thought in the pitch?

Difficult to understand why SP does like it does albeit with small volumes. Maybe sticky expectations built year ago are bothering.

In my eyes Faron has transformed their potential offering during past two years in an amazing way. A year ago I couldn’t imagine how much they have real opportunities to present us now, huge TAMs on their slides. Novel things, clear direction with alternative pathways to go depending on how things finally emerge during coming next Qs and Hs. It’s getting intense.

Shareholder Value can be measured in SP, but it is a result of A) the current business the company is engaged and how efficiently, B) future businesses and how competitive it can be there and C) the organization, management and personnel how it aligns with current and future business in terms of capability and cost.

Faron has no current business yet but they have excellent people been engaged in their science. They have presented future businesses on their slides based on their clinical results. Once these factors are getting more trust on the stock market, it will show up in SP. In my eyes they have built shareholder value significantly during past year.

Faron is engaging around a big novel thing with a lot of opportunities. Surely BP is watching and if not buying then trying to find ways to circumvent at first if possible (dystopianist).

What I have understood drug development is at least partially changing. Data, even old data and AI at their part will help developing, finding and pairing new molecules to cure diseases in a time and resource saving ways (e.g. Poolbeg). Existing platforms may benefit but can also be disrupted especially once there is a huge TAM at sight?