Member Info for mcadder

"just admit that you over hyped this and sp hasn't moved"

Stating the facts based on available information out there and highlighting the potential is the only thing I'm guilty of. And by the way I would rather the SP stay low for now so I can free up some more funds to buy more so, sorry to burst your bubble there RoftheP

"Trial Failed. Full stop."

Antofelli your own trial to try and wind folk up on this bb is the only thing that has failed....FULL STOP

Markets are generally crap everywhere at the moment for obvious reasons. The fundamentals here are sound, we have big names involved and a potentially ground breaking product on the cusp of being manufactured. Despite the volatility everywhere this is one of those places I'm happy to have my money in for the long term...

We might just see another TR1 confirmation from Polygon today. The other day when this crashed to 15.75-16p I noticed there were some big buys and it bounced back to 18.5p. Wouldn't surprise me if that was them buying a load more on that drop

Took another 48k shares at 22.92p :))

Thought this was worth sharing again for anyone that hasn't seen it yet from a couple of weeks ago.
For anyone new to Cizzle, CIZ1 was first described in 1999 and has been in the research and development stage since then to get to the stage of being on the cusp of being ready for the manufacturing, distribution and sales phase. This probably goes some way to explaining why the Chinese (and other participants) are so interested in this product! This video provides a bit of background to the present day -

https://youtu.be/MOswBpjrCQA

University of York Spin-out company Cizzle Biotechnology
11th Feb 2022

Interesting interview explaining the development and hopefully very soon the manufacture stage of the long awaited CIZ1B biomarker lung cancer blood test.
Of particular note from 2m40s in -

"We do now have the capacity to grow, and with the listing actually it isn't just the money that came with that, the investment, it came with a whole group of people who now have the skills to take Cizzle onto the next stage and it's quite a relief to be able to handover aspects of the running of Cizzle to people who have a lot more experience than I do" - (Dawn Coverley Chief Scientific officer)

https://probiologists.com/Article/Changing-the-landscape-of-non-small-cell-lung-cancer-disparities

Changing the landscape of non-small cell lung cancer disparities
Department of Medicine, Division of Medical Oncology, Duke University School of Medicine, Durham, NC, 27710, USA
Received date: April 09, 2021; Accepted date: May 26, 2021

Relevant bits....

Introduction
"In the United States, lung and bronchus cancers are the second most common types of cancer diagnosed, with an estimated 228,820 new cases in 2020, representing 12.7% of all newly diagnosed cancer cases [1]. Of these cases, 80-85% are non-small cell lung cancer (NSCLC), including adenocarcinoma, squamous cell carcinoma, and large cell carcinoma subtypes [2]. Lung and bronchus cancers are responsible for the largest number of deaths from cancer, accounting for an estimated 135,720 deaths in 2020, representing 22.4% of all cancer deaths [1]. Significant racial disparities are observed in lung cancer diagnoses and deaths, with African Americans (AAs) receiving a diagnosis of lung cancer three years younger on average than European Americans (EAs), and AAs having the highest number of deaths per 100,000 persons for lung and bronchus cancer [1,3] ."......

......"Given the disproportionate burden of lung cancer within the AA community, the limited exploration of molecular mechanisms underlying lung cancer in patients of African ancestry to date, and the small number of available precision interventions, we highlight efforts to identify, functionally characterize, and modulate novel ancestry-related RNA splicing-related targets in NSCLC for precision intervention."......

.....Biomarkers -
"RNA splice variants can serve as biomarkers for cancer detection. An example is b-variant CDKN1A Interacting Zinc Finger Protein 1 (CIZ1). CIZ1 is a nuclear matrix protein that cooperates with Cyclin A2 and Cyclin Dependent Kinase 2 (CDK2) to promote mammalian DNA replication [36]. It is also needed for recruiting Cyclin A and Cyclin E, and thus also plays a role in S-phase transition [37,38]. In vitro suppression of b-variant CIZ1 has been reported to inhibit NSCLC cell proliferation [39]. b-variant CIZ1 has been shown to be present in lung tumors, but not adjacent tissue, and in plasma from lung cancer patients [39,40]."

(From interim report 30th Sept 2021)

"keen to broaden the scope of our tests beyond lung cancer so we can address the challenge
of early diagnosis in other cancers with unmet needs.".....

....."The Board is currently focussed on the development of the C1Z1B biomarker test through to CE marking and/or FDA 510(k) clearance and will additionally consider
broadening its product range into screening tests and tests for other forms of cancer. Significant progress has been made since the acquisition to establish the foundations of the Group in its ambitions as a developer and supplier of
innovative clinical diagnostic tests, and to commercialise the CIZ1B biomarker technology"...

As shown above the CIZ1B won't be limited to just the detection of lung cancer

"reminds me of ARB not saying it will go to 200p but 20p to 30p yes I think so"

I certainly wouldn't rule anything out here. Especially when you look at the names involved, the level of funding that will be provided by various parties and the Chinese, the fact that Conduit were happy to accept shares in the company at a premium instead of just asking for cash for the latest deal etc etc.
They are targeting this for a global market, hence the next deal to be announced will either be with the NHS here or the US.

A lot of people believe that the CIZ1B biomarker requires years of testing and development which simply isn't the case. The development under the supervision and expertise of Professor Dawn Coverley who has been instrumental in the development of the CIZ1B biomarker has been ongoing for over 15yrs.
Hence the clue by Cizzle Biotechnology is "near term revenue" as a result of the latest 2 deals. We have no requirement or need to provide any money for the process from the manufacture to distribution and selling of the product, the money will literally start flowing into the company later this year as part of the Royalty deal.

"many western banks, refineries and shipowners are in effect “self sanctioning” — behaving as if Russian oil has already been sanctioned. “Russia’s oil has effectively become toxic,” said one banker."

"Some of the biggest buyers of Russian crude have cancelled shipments and orders as companies from banks, to insurers, to shippers retreat from Russian business."

Roughly 70 per cent of Russian crude was “struggling to find buyers”

Huge need and huge market for the CIZ1b lung cancer test in China. I think given the price of each test and potential market that £3Bn could turn out to be quite conservative especially considering there is no other product comparable to CIZ1B that is anywhere near ready to start being distributed and sold. CIZ1B has been over 15yrs in the development and testing stage...."It is estimated that about 95.8 million people in China have a high risk of lung cancer and if screening was performed every three years, then more than 30 million tests per year would be required. At a target price of about £100 per test, the total available market for tests based on the CIZ1B biomarker would be £3 billion. (Frost & Sullivan estimates the market size in China is US$5.7 billion)""Overall, population aging has led to continued increases in cancer mortality rates in China during 2004-2017 (mortality rates attributable to population aging: 8.63/100,000 for urban men, 4.21/100,000 for urban women, 11.95/100,000 for rural men, and 5.66/100,000 for rural women). The 4 cancers displayed 3 patterns. The mortality rates from lung cancer in rural China and from colorectal cancer nationwide increased because of both population aging and factor variations. Population aging was primarily responsible for the growing mortality due to lung cancer in urban areas. However, for esophageal and stomach cancer, the effect of population aging was not dominant, thus resulting in decreases in mortality rates."CONCLUSIONS: "Health resource allocation should prioritize areas or cancers more adversely affected by population aging. The burden of cancer will continue to increase in the future, because of rapid population aging, but can still be offset or even reversed with enhanced cancer control and prevention."

countingcards - sorry just seen your posts last night and you are indeed correct, some very revealing clues there regarding the significance of Conduit and who are behind it -

Dr David Tapolczay CEO Conduit
"David’s past roles include joint worldwide head of chemistry for Zeneca agrochemicals, Vice President of Glaxo Smith Kline Pharmaceuticals and Senior Vice President of Millennium Pharmaceuticals which, at the time, was the third largest Biotech company in the world. At St. George Street Capital he successfully led a £7m funding round to fund a Covid-19 clinical trial programme on an asset that was licensed out from Astra Zeneca Pharmaceuticals.".....

......."represented the healthcare sector of the UK at International Conferences in Europe and the Far East and trade missions to Japan and China. During these missions he met with the ministers of health for both countries and even the current and previous presidents of China."

"Whilst at LifeArc David worked closely with Dr Freda Lewis-Hall to create the highly innovative and hugely successful company Springworks which currently has a Market Capitalisation of $3.08Bn (Jan 2022). David left LifeArc having steered the charity to Endowment status funding with a cash balance of $1.4Bn."

And we know the stake they have here at 4p a share. They themselves will be expecting many multiples of that as a return from the 4p area ;)))

And regarding the Chinese commercial agreement just remember the names involved who Alan said want to put large sums of money into this .....

"Commercial agreement reached with iCCAMT and Intelliphecy

· iCCAMT backers include German Medical Valley, Robert Bosch GmbH and Sinopharm Group

· iCCAMT and Intelliphecy to fund all activities in China, including development, clinical trials, manufacture and distribution

· 10% royalty for the Company over all sales of products and services using CIZ1B in China"

"11p IPO" even lol

The potential value on offer is simply astounding just based on those last 2 deals. I stand by my prediction with an Mcap of just 7M that this will be back above the 11 IPO later this year....

Looks like we're in auction again. Next step 30p+

I think Poly are still accumulating. Look out for the confirmation RNS

Looking good this morning. All those sells had to end at some point....

Well just as I thought the market clearly likes the RNS....

"What ever the Americans have seen from phase2 data on the activ trial they like A LOT!"

Agreed. Bit different to the false rumours circulating yesterday which was the ONLY reason it dropped yesterday in the first place. They definitely see something positive with SNG001 or they wouldn't have confirmed this ...

"the US National Institutes of Health (NIH) ACTIV-2 trial team has asked Synairgen to temporarily pause activities to prepare clinical supplies for ACTIV-2 Phase 3 until the timeline for the activation of this agent in the trial is clarified."