Member Info for NathanR999

Lewbo. Does that trigger an update on your flowchart on relationships and cars we are in based on some of those inferred smarteye cars from Martins piccies?

A few piccies of martin standing with thumbs up near cars. We know polestar have smarteye but he's standing next to hummer and a caddy lyric? and one car brand I don't recognise ?chinese - is he flagging what's theirs as the GM Hummer and lyriq should be us as supercruise or is he just fan boying cars he likes???

Martin liked a post from gentex on LinkedIn , wonder if they may pivot to working with them for a mirror option if they can get around patents etc.

Definitely still lots to play for all interested parties in this space. I have more sober predictions for auto dms at 40 to 50% total volume share at max uptake. I think we will do at least as well in fleet and monitoring after sales and aviation licence income.

Sci inv. You are beyond help, wilfully misreading what I actually wrote. Numpty. Will take my leave from this board, happy to hear bear points and contrary positions but not mendacious falsehoods. Good luck all hope hvo does well for us . Might bump into some of you elsewhere but POLB and HVO boards have decended into a waste of effort.

Not sure current circulating levels of infection will make trials shut down or delay as they will screen way more than needed and test accordingly in the first few days in quarantine, anyone with symptoms will clearly be excluded and its likely that planned deep clean of quarantine rooms or maintainance of hvacs and negative pressure systems would be built in to run during peak resp virus season anyway. But as you clearly know everything and have been told that all trials are delayed I will defer to your clear omnipotence on this matter. Maybe you should be CEO not Mo.....

They have a model now that they could run but its based on wuhan early strains so less useful as quite a deviation on spike proteins meaning data it could generate might be less helpful as not contemporary enough. Omicron will deviate too as RNA virus and every replication introduces change to its genetic makeup and if these changes occur occur in the area which codes for the spike it can change the spike considerably or enough to make therapeutic antibodies less or totally ineffective. Ditto for vaccines. Less of an issue for antivirals which disrupt viral replication unless mutations alter the drug target site (this happens in HIV and flu antivirals)
Hvivo will need to keep their models contemporary to be meaningful but the good sign is they are at least ensuring their customers share this cost now ala vaxart. Once the.model is up and running then the development costs get diluted evrytime the model is run. Other CRO don't seem to be making any noise about entering this space so excellent for hvivo. Will be academic centres doing the odd trial no doubt but at the mo the commercial field looks well placed to keep revenues building nicely. Reverting back to hvivo name was a good move too. Here's to a few more decent contracts in q1.

Would imagine more information on nextbase IQ dsshcam might come out at CES. A few snippets on features but mentions driver facing camera and DMS being added over the air in future. Is this based around our recent news about npu in ambarella chip or is this a more consumer based chip and DMS a software thing via another provider like Cipia or Smarteye or is it in House?? I can't find much else on this? Was mentioned at ces 2022 but was due for launch q4 2022 or q1 23, anyone with any inside information from nextbase??

Jan 10p Dec 24p

I absolutely get what safestocks is saying but I am trying, in most part, to manage my own expectations to avoid disappointment. I feel rather than know that even if we get a great aviation outcome that the market might not react how we would want (especially in current times) and the market might then wait until the aviation license was delivering revenue rather than an upfront. For both us and smarteye announcing deals hasn't set the World alight and the booked business doesn't flow through for a couple of years. I truly want the market and ii recognition as my position is very overweight vs overall portfolio and I have been waiting for my jam nearly 5 years so far so I absolutely want and need the execution to play out as we all believe in part to pay me back the opportunity cost of tieing up capital. Too many damp squibs and open goals missed by previous investments Iover last 25yrs have hardened my heart LOL.

Unicorn status would be a 1 billion quid mcap. Which with 4 billion ish shares issued around 24ish p. I think a lot will be down to value of aviation licence(s) and guardian /bdms deals and uptake in 2023. We have seen companies get High multiple valuations in tech space before and I suppose for me timing will be heavily contigent on a return to more risk in markets and institutional support recognising that dms is happening and what revenue this delivers and then being prepared to pay for this upfront. My guess end 2023 earliest unless we are snapped up before then. Again we assume Magna and qualcomm but others like mobileye/nvidia or other tech players maybe all running the rule over what see or smarteye brings to their offer. Veoneer got bought for 1.5bil and arriver more still. 2024 or 2024 once an established trajectory is clear is.more.realistic. lots of contingents on guardian and competition in this from cipia/smarteye, we would.like to think we have a very strong lead here and maybe get a higher market share than cars at least initially and volvo as an example sold nearly 100k units a year so replicating on Mercedes, Shania etc basic initial fitments could e great and as PMG mentioned in London a two stage sale might lead to a number of monitoring 2ndary sign ups. Clearly adding that kind of numbers to monitoring a year from 2024 onwards.would put rockets on revenue. Unicorn 2024 then deca-corn 2026. Minimum takeout I reckon will 30p but planets lining up it could be 10 times that. End of 2023 sp prediction for more will still be less than 20p I fear as I think more economic headwinds might suppress. If numbers cars on road, guardian numbers keep heading in right direction with acceleration of growth then sitting, waiting and watching will eventually show the market true value. Revs needed for decacorn are unrealistic for a long while so that kind of valuation would need come from an amazing acquisition premium likely in a bidding war. Half a million guardian connections and 50% share of us and eu cars per year would be needed as a min i reckon and that is a good few years away. Very difficult to speculate and very easy to get carried away believing we can do this (it certainly keeps me hopeful here ;-) I think those buying here and at 12p historically will do well but will.need to wait. I also think.smarteye buyers now or in their funding action will also do well. But I am.sure others have their own views on this and some.maybe more pessimistic or.more bullish. Execution now for both key players in dms is the rate limiting step as I think.the hard yards have been.done. aviation is the one that.intrigues.me as the use case is so wide, pilot or Co pilot, training, simulators, defense, drones, air traffic and inhave no idea on time to.market scale or percentage uptake and competition here and what kind of revenue we would.ultumate generate based on cost to aircraft or sim oem.

Have been following that but will be interesting to see what comes out of CES for us and them. That may then influence raise price negatively or positively. Key for me is more knowledge of what kind of margin smarteye are getting or are they piling high and selling cheap and the OEMs lapping it up without thinking about longer term delivery. I have a feeling we might see more near terms production heading smarteye which is then transitioned to us long term via snapdragon and magna mirror. I just feel we are assuming worst for smarteye raise and it.might not be as bad as even their broker suggests. But again not sure in this market about anything anymore. In the end I am only concerned that we keep executing and 50% market share arrives, alongside a rapidly growing guardian business and a juicy revenue stream from aviation.

Both ourselves and smarteye in same boat, their.share price now off from the surge post recent new release with funding terms and price still to be set. SP for both companies way off recent highs. Market is choosing ignore future revenues and likely profitability. At least we have the funding in place, smarteye will almost certainly raise what they need based on booked business, and I reckon at not too much discount to current price. Both businesses will do well and its just hard waiting for the presents to be unwrapped and smarteye shareholders prob have same conversations in their groups, I don't read Swedish so can't tell what their shareholders thought or think on our magna or qualcomm relationship. Guardian and Aviation will more than keep the lights on in the meantime and I have asked santa for more conducive macroeconomic economic conditions on my list. :-) My overriding concer n is we get bought at a price that doesn't reflect what we already know let alone future hopes of wins. Would be a massive let down not to.at least reach unicorn status and I still hold out for a Mobileye like valuation. Have a great Xmas all, even you CFP ;-)

1) you do you.
2) and? Poolbeg and I haven't said they are targeted flu. I can read.. .
3)route of use is oral or iv for this compound, therefore iv dosing more.appropriate. interdermal cheaper surrogate for inhaled and easier.
4) I am clinical microbiologist, so duh...
5) depends on compound and compound family, p38 mapk not on listed compounds will be a route for others to follow. Not uncommon in.pharma.
6)and there we go!! Cf has little influence here, JS is CEO. I think we have found the root of your negativity here.....
7)see 4
8) the link that followed is.for MEK inhibitor so ????
9) who cares. If the lps trial shows it works enough and we can bunt it to another willing buyer to take it fuether with an upfront and some milestones then I am happy.
10) see 9

Well done you for finding information on, *checks notes* a copd model.
Their compound with INHALED LPS in first trial seems to reduce the inflammation caused by the.LPS. bodes well for POLB001 readout when ready. The patent coverage in the.compound list for POLB001 seems very wide in the indication we have patent for so similar compounds can't be developed by others for this use case. The.LPS model we chose aligns well with systemic inflammation and will ready across for sepsis too, a lot of sepsis caused by Gram-negative bacteria LPS a key component in these organisms cell wall.and key in driving septic shock and antibiotics can worsen the effects of this. Polb-001 given with an antibiotic in septic shock could be a game changer bigger than flu. But your the expert......

Twisting semantics and being mendacious here. Clearly your bored and underemployed. I didn't say hvivo/poolbeg discovered the link, what hvivo did do was utilise their challenge data to.pick.from a list(probably from.many that you listed) to investigate as a treatment. This has been picked up by poolbeg and as I am aware their aren't any p38 mapk inhibits currently in the clinic for infectious diseases. They are back on radar because of covid but again non were used as far as I am.aware for any covid rapid assessment work. Clearly you the expert here and I will defer to your vastly superior knowledge here....Good day.

Mice and cell lines, excellent find. Comeback at some point when their in humans for the indication we are looking at.

Any of these have IP.protection for use case we have indicated? Any of them had a similar LPS challenge in humans?

Know of any that are planned? Like antibiotics there will be many compounds that look at attacking a particular pathway. Many of the compounds listed will be various different chemical families. More the merrier, definitely needed for covid, flu and sepsis. Plenty of drugs on market that target similar mechanisms and get job done that might circumvent polb001 patent. That's good for patients and the market.

Were any of those designed and instigated for use in flu, covid and /or sepsis? Most of those would be for alzhiemers, rheumatoid arthritis amd other inflammatory processes. Semantics on the first in class. Unless any of the listed p38 MAPK inhibitors were ever tried in the infectious diseases space as a de novo original product then repurposing one from the Hvivo screen of agents could be deemed as a first in class for the usage we intend.

Looking at the list of analyses need to be completed post trial completion then a good few months will be needed and the dated readout is not unfair and early release of a few.markers.might be highly contextualised as some will be codependent on other markerrs which take a while to measure and test especially if specialist that may need sending to a ref lab. I think we are poo pooing the results a bit prematurely and poolbeg pilloried a bit unfairly.

CFP, ever more outlandish ridiculous commentary.

All our listed competitors have seen their share price decimated in 2022. Tobii and Cipia down +50% smarteye down +75% and need funding at a likely further discount or at their current low price diluting heavily shareholders.

We have diluted too of course over the years and it has been painful but we have decent cash levels and a real decent route to large sales via low energy mirror position solution unavailable for others currently. We can see at last a lot more clearly where we are heading. Execution still vital and we have to believe chip manufacturers and mirror manufacturers are not just playing about designing key features in to a hardware solution. They will be expecting sales and we are restless because our nearest competitor has announced recently and we haven't and the share price is still no where near to what we all believe it should be. We have demonstrated sales in aftermarket, 1st airplane although almost no value and we are hanging on for a much bigger deal with avionics or simulator suppliers. It definitely tough and i wake up at 7am every morning hoping for more news and one day we might get that blockbuster acquisition RNS and we all walk away very happy and forget about 2-3 years of stasis.

Once you put a patent in, everything in is essentially known by your competitors. Although it protects your invention it also then allows competitors enough information then try and design outside the patent. Some put patents in early if the route outside of patent is close to impossible or much later when they are close to launch. So they can then land grab and watch competitors have to play catch up or maybe be litigated. Will be interesting to hear from.people cleverer than me as eye tracking isn't just available from us as to what the patent actually covers and its intention or how eye tracking used with other tech. I guess that is where the secret sauce is. Sounds like it will be a Collins license we maybe can expect.