Member Info for Muck165

https://www.bbc.co.uk/news/uk-england-surrey-60417816

Can’t hurt……

Hi Clued - I made the decision to sell up here last week following Alistair Smiths comments to Vox. Seems to me that the Covid AffiDx test is all but dead and without that I couldn’t see value in M19 (at least in the short term). Longer term I still think M19 and Saturnpass have potential as attitudes to personalised health change.

I don’t know the answer to your question, but my feeling is no.

Good luck all

20 and 21 were both Thursdays - so 17/2/22 is my guess!

Am I wrong to think a trading update is likely any day, based on previous years (6/2/20, 11/2/21)?

https://total-market-solutions.com/2021/12/12-oil-and-gas-companies-to-follow-in-2022/

Not sure if that’s aimed at me gmcc but just to be clear, I do not want nor have I ever said AS should go. In fact I think that when it comes to PreCision we could have nobody better at the helm - that tech has such amazing potential and I’m only too happy to back it, and trust AS to do his utmost to deliver it.

But I’m sure I’m not alone in feeling disappointed with the LFT, and I stand by my comments concerning the transparency of information flow from the company in that respect.

Agree SD. We have great science which offers massive commercial potential, and I have no doubt it’s that, and was never the LFT, that excites AS. The LFT was useful as a way of funding core commercial development. But as an investor I don’t think AS has always been straight re the LFT - why did Cytiva and then BBI really get dropped; why did TT take so long; why did Mologic need to get involved in the ultimate design and was that in fact the ultimate reason for the Omicron problems?

I remain a tue believer in the core tech, but AS has lost some of his lustre for me.

https://ceraphi.com/grant-pushes-show-and-tell-site-model-for-oil-and-gas-well-clean-energy-transition-closer/

Just a question…

To announce the possibility of a 5p placing today suggests that was negotiated a few days ago, perhaps more, when the SP was in double digits. If that’s correct, then the BOD seem happy to raise funds at at least a 50% discount to the price prevailing at the time of agreement. Is that level of discount normal?

Sorry for my ignorance

Noticed that too Ben - nice to see given their expertise.

https://www.bbc.co.uk/news/business-60299886

Wouldn’t surprise me if all staff were given notice at the same time as Rae/Slade, with most, and perhaps all, now gone. I’m not certain we need to sell Verify to be considered a shell, although we likely do for the outgoing Directors, and in that respect it wouldn’t surprise me if, as part of one larger RTO transaction, we “sold” it to them. To that end I notice from LinkedIn that Rae is trying to connect with people specialising in “deep tech start ups”.

Wider issue for me now is to understand what M19 are up to. No doubt in my mind that Hughes has a plan and structured the placing in accordance with it.

Trading update soon? NED appointment?

Follow the money is what I’ve done, at least with a small punt!

See Christy Davies left in Jan….. the product strategy Director!

https://www.linkedin.com/in/christy-davies-b40a1249/?originalSubdomain=uk

Would be nice to get some juicy news, but at the least we should be due a trading update (11/2 last year).

For info, I found it interesting reading through the patents granted to Bachovchin - list here

https://patents.justia.com/inventor/william-w-bachovchin

The more recent ones are noteworthy..

Won’t even pretend to have understood everything!

ABDX followed suit

Posting for info, here’s a paper published 31/12/21 discussing cancer therapy induced cardio toxicity. Para 2.1 discusses Dox in particular;

“ Doxorubicin is a chemotherapeutic antibiotic of the anthracycline group first isolated in 1969 from Streptomyces peucetius [8]. It is regularly used to treat solid and haematological malignancies, including breast cancer, ovarian cancer and acute myeloid leukaemia [9]. Though efficacious, doxorubicin usage clinically is restricted by its cardiac side-effects. Though doxorubicin is associated with a number of acute cardiovascular complications, these are usually minor and transient [10]. However, longer term CTIC is a serious compli- cation of treatment, with doxorubicin-induced heart failure (HF) carrying a mortality rate of 60% once diagnosed [11]. The total dose of doxorubicin is a major risk factor in CTIC devel- opment [11–13], with an incidence of 3–5% at 400 mg/m2 rising to 18–48% at a 700 mg/m2 cumulative dose [11,14]. Currently, the primary defence against doxorubicin-HF is limiting the cumulative dose to less than 450 mg/m2, but this also limits the therapeutic benefit and does not prevent all cases of CTIC [15].”

AVA6000 seems to me an excellent way of dealing with these clinical restrictions and increasing therapeutic effect.

https://mdpi-res.com/d_attachment/ijms/ijms-23-00441/article_deploy/ijms-23-00441-v3.pdf

And all the while the Moderna collaboration trundles along quietly in the background…

They put this out on 13/1 - shows their commitment to accelerating clinical progress.

https://www.lgchem.com/company/information-center/press-release/news-detail-8849?lang=en_GLOBAL

“ LG Chem has currently constructed 21 pre-clinical and clinical stage new drug pipelines (8 in anti-cancer, 8 in metabolic diseases, 5 in immunological diseases).”

Part 2

?First of all, attracting 8 billion won in Series A investment is the biggest achievement this year. It laid a solid foundation for technology development, and I think it is meaningful that the technological value of the Apicell platform, which aims to enhance corporate value and complete future development, was recognized.

Series B is expected to open at the end of this year and be completed within the first half of next year. It will be used for clinical entry and pipeline expansion of the first project. It also plans to attract overseas strategic investors (SIs) who can cover the value chain.

-If you introduce the equity ratio of major shareholders and financial investors (FIs).

?The parent companies Daewoong Pharmaceutical and Avacta hold about 63% of the total stock. FIs include Shinhan Venture Investment, Smilegate Investment, Shinhan Financial Investment, Samsung Venture Investment, Stone Bridge Ventures, Kolon Investment, and Gyeongnam Venture Investment.

? The goal is to be listed on the KOSDAQ market in the second half of 2025. 2025 is not only the time of IPO, but also the time to prove the differentiated strength of the Apicel platform by conducting phase 1 and 2 clinical trials for AFX001's organ transplant rejection and graft-versus-host disease treatment. Phase 1 clinical trials of the AFX002 platform are also expected to proceed. The company plans to continuously increase its corporate value after the IPO for various pipeline clinical trials and expansion.