The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
chester18 - if we keep getting good news on Modi1 i.e. news indicating that it is working, I believe we will quickly move into the £1bm mkt cap bracket (maybe by end 1Q 2023). If it works Modi1 will become one of the most valuable drugs ever, and the Moditope platform will be worth many billions. IMO there will quickly be a bidding war between the biggest Pharma's....
Maybe this sounds fanciful, but if Modi1 does what it says on the tin it is highly probable.
Hi Burble
regarding the rate of tumour clearance by modi1. Would you expect the rate of tumour clearance to accelerate as treatment progresses and T cell clonal expansion kicks in i.e. the tumour clearance is initially relatively slow but then accelerates ?
In the category of cell analysis - using Parsortix during clinical trials to understand the characteristics of the cancer in patients that respond and patients that don't respond. I think this will become standard practice in oncology trials.
From Sicilian_Kan on the other board:-
Previous response from Angle / AH on Datar…”We know the company well and have worked with Datar to see if we can help optimise their offering by enriching their patient blood samples for CTCs before the Trucheck test is applied, which is a complex chemistry-based process for identifying CTCs. Datar’s approach is service based and they do not have a product that could be offered to hospitals. Datar is a customer rather than a competitor.”
From Bermudashorts on the other board:-
Trucheck is a liquid biopsy being offered by Datar Cancer Genetics, an Indian company with labs in Germany and the UK, coincidentally also at the Surrey Research Park in Guildford as gooosed has pointed out.
They are offering the TruCheck test based on results from some massive clinical trials in India, but it's a very different beast to Parsortix. Essentially, they take 15ml of blood and treat it with they call 'epigenetically activated media' - essentially a ****tail of various enzymes, transcription factors etc. The blood is treated over a period of at least 5 days and the idea is that normal cells are killed and only tumour associated cells remain, these can be CTCs, but also other tumour associated cells such as macrophages and fibroblasts.
After 5 days, the remaining living cells are identified using antibody based multiplexed fluorescence immunocytochemistry (ICC). So whilst the methodology might be different, it does seem to be another antibody based system - ie. the cells are ony picked up and identified if they express certain markers.
The biggest difference though comes in the setting for the TruCheck test which is as a screening tool for early diagnosis. It is in the same space as Grail and other ctDNA liquid biospies. It's purely an assay to simply establish the presence of certain cells whereas Parsortix captures the live cells which can then be used for downstream analysis.
For those who maybe haven't appreciated the potential of the ovarian assay, it's worth noting this is a good example of the commercial potential of an accredited lab offering their own LDT.
Newsflow forecast based on RNS:-
- Nov/Dec 2023 - Modi1 immunogenicity and safety data
- Q1 2023 - Covidity immunogenicity and safety results
- 2023 - Covidity partnering
- 2023 - iSCIB1+ replaces SCIB1 in SCOPE trial
- 2023 - Modi1 early efficacy data
- Between 1/5/2023 and 30/4/2024 Modi-2 Phase 1/2 starts (assume will be 1Q 2024)
- During 2023 - progress on bi-specific mAb progress etc.
Other items that could come at any time:-
- Further Glycan mAb deals
- Avidimab deals relating to use with externally owned mAb's