Member Info for miavoce

Working on a very simple model of:-
£100 profit per cassette
5,000,000 cassettes used per year globally for diagnostic and monitoring purposes
Total profit = £500,000,000
If the shares have a PE of 20 then the map will be £10,000,000,000
Based on the munger of share currently issued the SP would be £46

Whilst it will take a while to get to 5m cassettes used per year it is certainly very feasible. This potential for huge profits is why, IMO, AGL will be bought out by a major for somewhere in the £3-£5 per share range after FDA approval.

Why would PWC put a note - they have been appointed as auditor not as broker.

I wonder if that 470k is another Diggle/Vulpes purchase - we may find out tomorrow.

Breaking : Cornwall going into tier 4 due to the return to Penzance of a significant number of pirates coming home for Christmas - the aaarrrrrr rate has shot up.

Although the volumes are minuscule I have noticed that there has been some trading in the AGL US ADR's over the last few sessions which is very unusual - we normally go for weeks or months without seeing trades. Will be interesting to see what happens to the ADR volumes as we get closer to the likely FDA response timeframe.

Sadly no sequel so far Chelsea11, the subject of last nights's dream was the purchase of spirits (alcoholic) from M&S which for some reason was only permitted between 8am and 9am. Quite a stressful dream.

Please do not take this as investment advice.

While sleeping last night I dreamt that I was Lindy Durrant and I injected myself with the developmental Covidity vaccine. The only apparent side effect was that my vision was slightly blurred for a short while. Amazingly, my cold symptoms disappeared which would indicate the ability of Covidity to directly kill other coronavirus infected calls.

Make of this what you will. Please don't take it as investment advice.

To be fair LL, I don't think anybody knew in September when this mutation was first spotted that it would lead to faster spreading. The ability of this mutation to spread more rapidly has only become apparent as time has passed and the dominance of this mutation has emerged. It is only down to the our genome testing capability being so extensive that we have been able to spot this and warn others. It is also perfectly possible that similar mutations have arisen in other countries and they simply haven't spotted them, and the mutation may well have been imported into the UK given that it appears to have emerged in Kent.

Once Jupiter fell under 5% they were no longer obliged to report so there will be no RNS regarding the Jupiter holding.

I was advised by Angle last week that they they believed Jupiter had sold out completely. At that point in time Angle were having an analysis performed on the share register to confirm that this was indeed the case and I was told that they would update the Angle website once the position was confirmed. As this as now been done I think we can take it that Jupiter are completely out.

Also worth noting that Cliff explicitly said that they are still talking to the company (with which they were going to do a MaB commercial deal) so I wouldn't rule out news in that space....

Seems to be a push to get cancer trials going again - hopefully normal service will be resumed by time we are ready for Modi 1 recruitment.

Ray - I don't think that Avidimab has it own killing action, but it can restore the human cell killing action of mAb's that work in mice but fail to translate the killing power to humans (which is why LD came to create Avidimab as the glycan targeting mAb's lost their killing power when she tried them against humanity cells).

Maybe also a product manager for each of the platforms who will guide the product development and take accountability for the delivery of the product from pre-clinical through to the commercial end point.

3 Product Managers + 1 Product Delivery Director (who the product managers report to).

So, where do Scancell need to beef up ?
Discovery ? No, we have enough products already (and no doubt the Lindy Durrant discovery factory will keep delivering irrespective).
Pre Clinical Analysis ? Yes, need to hire more appropriately skilled scientists for the Avidimab / mAB pre-clinical work.
Delivery Technologies ? Yes, need scientists to finesse the lipid / nanoparticle approach which will be used for Immunobody products.
Manufacture ? Possibly, but looks like Sally and the companies she has already engaged have overcome the manufacturing hurdles and just a question of scaling up now, which will be done by the GMP manufacturers.
Regulatory Relationships ? Yes, need to make sure we build and maintain effective ongoing relationships with all necessary regulatory bodies to smooth the path - this takes effort and needs the right expertise.
Trial Planning ? Yes, need to build capacity and expertise in trial design, setup, approval, execution etc.
Trial Management ? Yes, efficient execution of multiple trials will require several experienced staff.
Commercial ? Yes, but not an immediate priority - data from trials and mAB pre-clinical is needed before commercial can really kick in.

So about 6-8 scientists (PhD's), 2 regulatory specialists, 6 specialists for the clinical trials team, 1-2 commercial.

About 15-20 staff required, wage bill for new staff (including pensions etc) - circa 1.5m p.a.

Lindy very excited / enthusiastic about Avidimab...

Hasiba, I meant to say that your estimate of 40p will be way too high if all products fail, and way to low if any succeed...

Hi hasiba

IMO your 40p+ for medium / long term is either way over or way under.

If all products fail it will be way under. If any product succeeds it will be way over (would be many multiples of 40p if Moditope proves to work).

I take back anything negative I may have thought about Vulpes/Diggle ref the CLN's.

Phew - passed.

HL much better then Halifax for Corporate Actions and much better platform overall.