Member Info for Matml74

…..and at that stage they were still planning on the original 1b protocol emphasised by AS in the rns.

Cohort 6 has been a major breakthrough regarding efficacy to the point where protocol has changed dramatically to 2 weekly dosing.

I expect once the 2 weekly dosing efficacy is observed FDA breakthrough designation will occur and P2 will be conducted alongside approved ava6000.

Give me a M

give me a A

give me a N

give me a D

give me a A

give me a T

give me a O

give me a R

give me a Y

Whats it spell........... every car in Europe!

Have you ever played poker Seize! High stakes at the moment. Win as much as possible of the auto market and become the incumbent.

Trust management or move on should always be the basis of any investment.

No cardiotoxicity in Cohort 6.

The FDA won’t allow current SOC to continue for STS when AVA can eliminate this side effect.

Breakthrough approval well before 2026.

“ If the share price was at 9p & he exercised his options at 6p would that not have been better?”

Would have been better for Paul!

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“The BMW i Interaction EASE leverages Seeing Machines’ technology as a component of their innovative HMI (Human-Machine Interface) concept, visualized through a windshield projected Head-up Display (HUD).”

SEE been working with BMW for years.

Wrong.

“ Across the three companies, United Auto Workers union members voted a combined average of 97% in favor of a strike authorization, with votes still being tallied, the union said Friday. The vote does not mean a strike will be called, but that the union has the right to call one if they see fit.”

Mike this is from Cenkos….

Cash at year-end of US$36.8m was ahead of our expectations of US$25.9m with the difference relating to the remaining convertible loan note being drawdown from Magna (US$17.5m) offset by an increase in working capital (increased inventory and receivables) associated with the increasing aftermarket (Guardian) deliveries. The company expects this working capital position to unwind in H1/FY24E. We continue to see the company as fully funded to profitability in FY25E.

Cenkos - “Highly undervalued global technology market leader: With Seeing Machines exceeding our FY23E estimates and strong momentum across OEM and aftermarket divisions our confidence in strong growth towards profitability in FY25E increased. Furthermore, it looks like expectations are being better managed and the outlook for the company is looking increasingly exciting as a global technology leader in driver and operator monitoring systems. We continue to view Seeing Machines as highly undervalued compared to its market position in DMS, with rapid adoption in both OEM and aftermarket driven by regulation and awareness of the ability of DMS systems to save lives. We iterate our Buy recommendation and price target of 23.8p.”

I do and there are multiple mechanisms dependent on disease type not just one which you appear to be suggesting…..and many are not very well understood.

Alternative dosing regime/dosage level has the potential to negate these mechanisms……. Hence the need for escalation studies and MTD’s….. Simple.

Why would cells hit by dox released by ava6000 be more or less likely to develop resistance?

If they are all killed they can’t develop resistance 😉….. hence the need to find and MTD and expand dosage to the extreme.

Makes no difference to SEE. The tech will be put into all models, SEE will be paid at that point. What customers choose to pay for or not is between them and the OEM. The OEM’s have already committed to the technology being installed.

What we know is that SEE will be working with BMW, Mercedes, Ford, VW and others that have committed to buying $300m + of SEE dms which will be hitting the SEE accounts over the next few years at a 90% margin to SEE.

Worry about real world reviews all you like.

Suggest you look up Euro NCAP. Plenty of info out there on testing of various DMS systems and models etc.

How can you invest in a company if you don’t even understand the technology or the testing of that technology?

“ As of writing this, Seeing Machines claims its driver monitoring systems have collectively travelled over 13 billion kilometres, amassing tons of real-world driving data.”

From an article published 15th August, 2023!

Short,

The only view that matters is that DMS is mandated into every new car in Europe in coming years which will be followed by the US and the rest of the world. OEM’s have also realised that they can utilise the cameras used in dms to monetise and modernise the incabin environment by understanding where the driver is looking which is driving features never thought possible previously.

Which company is the ultimate winner is still up for debate but SEE have positioned themselves well to take a significant share of the market.

Well said Lewbo. Linking hands free technology to DMS is ridiculous. DMS is a safety technology. Simple stuff for anyone who’s done their research.

Seriously go and do some more research on the technology and where it’s used in hands free. Didn’t realise a 18 wheeler would be coming straight at you on a motorway! The situations you are talking about draw on the ADAS technology not dms!

13 billion kilometres of DMS monitored drivers have gone into the AI models driving the tech.

Gotcha. Hopefully P1b data will be the instigator for this.

Why?

This is the agenda..

“ The meeting presentations will be heard, viewed, captioned, and recorded through an online teleconferencing and/or video conferencing platform. The Committee will discuss new drug application (NDA) 215500, for eflornithine tablets, submitted by USWM, LLC (doing business as US WorldMeds). The proposed indication (use) for this product is to reduce the risk of relapse in pediatric patients with high-risk neuroblastoma who have completed multiagent, multimodality therapy.”