Member Info for Malachi

Looking at the interims for Ceres CWR, and reflecting on progress these, I feel that AFC badly needs a big partner (viz Bosch for CWR) to get us to commercialisation. I just feel that there is not enough impetus, perhaps not enough grown ups, driving AFC forward. AFC has excellent products, but where the hell are the sales?

Will not be sub 60p for much longer - for ever, perhaps

Possible, but 1:10 seems overly high. If we get FDA approval we could easily hit £2-3 at present levels; , so even 1:5 would be more than adequate for NASDAQ. Who cares, it is good news however one carves it up.

6 months minimum quoted in RNS
The ctDNA guys will not be happy today, but they must have known it was coming. however, I am not sure of the overlap between Parsortix and the ctDNA process mentioned in Sunday Times yesterday. Parsortix is not (at present) into early primary diagnosis of cancer, which the ctDNA guys are promoting. This technique is fraught with problems, and anyway i do not think there is much purpose in looking for 30 different cancers. instead, if the ctDNA process is to be useful it should focus on the big killers whose presentation may be occult, like small cell lung, breast, pancreas etc,.

I like ANs sober, hype free approach. At last the excellent news we have been waiting for. The wait will be very worthwhile.

I should have said' does the EARLY discovery, ie by this method, of cancer have any advantage over normal clinical presentation...

The message I take from todays article is that the tests described are far from complete in development. the article was aminly about Grail that promises to pick up multiple cancers from a single blood test before they have presented clinically. As far as I can see. this is done on cancer DNA fragments extracted and multiplied up by PCR, in order to identify which organ is involved. As mentioned in the article the test has to balance false positives against the sensitivity of the test to pick up any tumour DNA. Grail states that the test can pick up 2/3 of 'stage 2' cancers, which I take to mean a tumour of middling size (neither tiny nor large !) which might have spread to local lymph nodes. It is a useless stageing system and a bit imprecise, compared with the TNM system used in UK. The question is: does the discovery of cancer DNA improve pronosis, and the answer is: we have not got a clue. Even early diagnosis of ca. pancreas, a truly horrid tumour, does not actually alter survival rates. So rich Americans are welcome to spend their dollars on a test of far from proven value. Grail lost $244 M last year and is yet to deliver a test to market. But it has raised $2 billion from investors. So my point is how much is a test worth that is far superior to Grail in functional capacity, and about to go to the FDA having completed all the required investigations? It is clear that Parsortix remains under the radar, but will fly next year with FDA approval and aUS listing. Roll on 2021.

OK.

So?

Why Q1 2022? DMG should be up and running in test mode in Q1 2021, will it really take another year to have a saleable product? Surely not.

But if Yeo was worth his salt he could chat up his mates as a director just as easily as chairman. i don't get this appt on present facts.

High level politics at PHE - a palace revolution. Why? Yeo certainly does not have a good reputation either in business or government. It cannot be anything to do with 'contacts' ; he could provide those if needed, as a director. Have the Whites foreced him in? The SP tells us what MMs think. This is a retrograde step, and one PHE could have done without. A bad day.

More excellent research from Basel. But what matters most to AGL (and to PIs) will be the routine use of Parsortix in labs up and down the US - and elsewhere- providing data on which routine clinical decisions are made. That is where the the money is!

Agree, I am also somewhat underwhelmed by the SP move. I stay in hope of better things.

One small step................

or a devastating competitor...............

I would bet on incompetence rather than design with this bunch

This headline is becoming just a bit exhausting. There is NO point in waiting to test against Covid 19 when agreed scientifically surrogates have been used in Brazil and have been shown to work verty well indeed. SYM can now make a valid statement that d2p is effective vs Coronaviruses. E coli is a bacterium, so lets not muddy the waters. On a wider issue SYM need to look at virucidal activity against other pathogenic viruses, although they may have already done that and knowing SYM have just failed to tell anone. SYM have enough evidence to market d2p IMVHO. i cannot quite see how SYM can get into legal trouble along the lines suggested by Trek.
Trek may be right that SYM is not really big enough to cope without support from grown ups in industry.

Because you cannot directly state that it kills the covid 19 virus from the evidence derived from the tests performed in Brazil. However the tests were performed on closely related viruses. I think I read in a previous RNS that scientific authority holds that as the viruese are structurally, but not antigenically very similar it is possible to assume that the response to the viruses tested in Brazil would also be seen with the present coronavirus that is causing such misery. Otherwise there would not be any point in performing these tests!

They would say that, wouldn't they? Let us hope that for once they are right.