Member Info for neilin62

Hi The Oracle.
I mean Cizzle.
Pharma's are known for their initial conception, then outsourcing (with support) to other companies with the capability of development / test / commercialisation of the product. It is at this point that the original company steps in and wants the future benefit. In our case, it is not just a single product, nor a single market.
As well as expanding our range of detection tests, we are busy signing agreements in other countries.
One thing that no one has even mentioned, and i hesitate to dare mention it myself, is the fact that we are only talking about test kits.
It is possible the CIZ1 monoclonal antibody can form part of a TREATMENT for cancer. I.E. development into drugs.
A monoclonal antibody drug can fight cancer in a number of different ways...
They can coat the cancer cells and make them easy to target for destruction.
They can trigger the immune system to destroy the cell membrane.
They can block cell growth which cancer relies on for survival.
They can block blood cell production to the cancer cells.
They can block immune system inhibitors, allowing your body to produce the cells required to fight the cancer cells.
They can attach themselves to the cancer cells and cause them to self destruct internally.
They can deliver a radiation particle or chemotherapy directly to the cancer cells without affecting good cells.
If we eventually develop from test kits to monoclonal antibody drug treatments, i can't even imagine what this could be worth.
Actually, i can.
If you look at a post i made June 14th 2021, you may get the idea.
(And just look who is mentioned !)
Neil

Hi Cymru229,
Thank you for your kind post. Yes, i'm still here. The wife has a bit of a health issue, so not been posting much of late, but i do still try and catch up with the messages, and see what else i can find.
I was actually about to post on Wednesday evening that i was expecting news on the Arcadia front, and i'm glad i didn't now, as the timing may well have raised a few eyebrows.
That one piece of news is very good news in itself, with SGSC in talks with other pharmaceuticals to fund additional studies and bring it to the market, making us one step closer to realising the royalty payments we would be due, which would be pretty substantial in my view given that it is not just being marketed as a covid treatment, but in conjunction with diabetes, and other pulmonary issues, of which there are many conditions.
Again, i would look at who the initial beneficiaries of this treatment are (AZ) and i still maintain that at some point, they will take us over. But even better news is the success of the antibody & reporter protein. Amongst the news was the little snippet of info stating that we now have a new project primarily focusing on breast cancer. Some of you long term holders may remember i mentioned in a post quite a while back, that while watching the webinar with Dawn Coverley, that the question was asked "can this test be used to detect other forms of cancer" and that her expression was very telling. I am damn sure she knew at that point what she had, and where it could be used, and now it is confirmed.
I would also put my last penny on betting that this is not the end of the matter. Do not be surprised to find news in future telling us that the test can be used to detect colon cancer, pancreatic cancer, etc etc. It is all about the particular protein that gives the best marker for a specific cancer. And we have been told that they are "extending the range to detect other cancers" and that we are engaging other suppliers to provide further antibodies. Now, you don't do something like that unless you know what is coming!
On the China front, i would expect to see news pretty soon , given that we now have a successfully produced antibody, and the protein ready for development of the test. Something along the lines of the time of supply to China the reagents/antibodies to commence manufacture of the test kits.
More good news is the deal being made between Behnke / Cizzle / Fairjourney.
America is a massive market and since they don't have a 'free at point of use' health care system, getting a test such as ours into their market would be a major coup. I did a few "back of an envelope" sums just playing around with numbers for this market alone - number of cases, likely take up of our kit, an average price per kit, and the alternative costs to the medical insurance companies for conventional cancer detection/treatment, and the numbers are quite honestly staggering. The current Mcap would look even more of a pittance than now.

Morning all,
Had that news been announced on another day then i'm sure we would have seen a better result.
The raise in interest rates by BOE, and the biggest rise in 28 years by the FED coupled with recession fears, continuing war in Ukraine, gave the world markets the jitters. The stock market took a real battering yesterday. FTSE alone lost nearly 300 points at one stage.
Personally (and probably a little selfish) as schalfenplanet says, just means i get more for my money.
All the bad news about rising costs etc, can actually be a benefit to CIZ. Governments, health departments etc are feeling more pressure on their financial resources to supply healthcare for less. What better time to find they can cut their cancer pathway costs with a cheap test?
I think that the BOD are pretty confident of the expected outcome of the reagents/test currently in process, and i would expect at least one more announcement before the big RNS about China.
One thing to keep in mind.....would you be going out and signing up new MOU's, agreements, etc if you didn't actually have something to offer?
re the comment about Allan Syms buying, have you considered the possibility that due to the continued newsflow,
that the directors are in a closed period? i.e. they are in possession of information classed as insider information under MAR, so can't buy in.
Neil

Just gets better and better.
Neil

PushTheButton
The amount of approx £23m is not losses attributable to PSL/Bould.
Bould Opportunities was the transient company set up in order to perform the RTO (before we/they knew the company we were going to RTO into)
It is an aggregate consideration of £21million by way of approx. 206m shares issued to RTO to get us listed on LSE main market. It was further supported by private placement of 22 million shares to raise £2.2million.
As it was a shares consideration, it's not a case of having to repay anything. There is nothing further to pay....that's it. Bould opportunities then became Cizzle Biotech.
It is showing on the accounts, as the £23m has to be shown in accounting procedure as to where the value came from / went to.

re a takeover...... personally, i think some of the names mentioned aren't the ones i'm interested in. I said last year that i expected us to get into companion drugs/diagnostics/re-i purposing, which has happened. I also believed that we would get bought out by one particular company, that i mentioned at the time that has previously presented opportunities to companies to develop products on their behalf, and then when successful, bought them out. Since then we have entered into contract with this company and this only strengthens my belief, that we will develop their products, and it will, at some point in the future, be a case of "thanks very much, we'll take it from here". Whether that will include the C1ZIB side of the company, just their own interest, or the entire company, well that's anyone's guess at the minute.
Jace86 sorry, late reply but... i don't think we are a million miles apart on our respective views as to the value here. Believe it or not ( i know how positive my posts seem) but i am trying to keep my posts a bit on the "calm" side!
Neil

Widglide is not a troll. I can confirm he is one of the long term holders here, and is understandably disappointed with the performance of the share price at present.
As some have mentioned recently, and my posts on previous occasions, i can virtual guarantee that had we not approved the RTO, then ALL our money would have been lost. I know the consolidation is a big issue for some, but it was a necessary (if painful) part of the return to the market.
I am perfectly satisfied with the actions taken by the BOD so far, with regards to licensing, joint ventures, collaborations etc.
Compared to the old BOU, we are given news at every opportunity, and at some point, when the news that we have a commercially approved test, this will surprise most.
China, USA, Canada, EU, NHS to mention but a few markets.
Not only that, but we have the companion drugs / diagnostics alongside our product. And, the re-purposing of drugs not yet brought to commercial market.
Widglide you do not annoy me, and my comments today were just my sense of humour. No offence was intended.
You know my usual caveat about not relying on other peoples opinions , but sit tight, and ignore the day to day share price.
As i said on previous posts, i am not in this to make a few thousand quid. I am expecting a significant return on my investment.
Neil

"3 people involved and the outsource everything"
Was that a serious comment?
Maybe you should give Touker Suleyman a ring and tell him where he has been going wrong al these years outsourcing his manufacturing to - where is it? - oh yes, China.

Dawn Cleverley has spent 20 years research and developing the basis of C1Z1 to get it to a stage for commercialization.
Do you think Allan Symms sits in a lab all day concocting antigens and reagents?
You previously commented about the amount of time the BOD spend on this. Why not give Peter Jones a shout and see if he is working 24/7 on his Reggae Reggae sauce!!!!

PS the Chinese are paying for the development and trial of the kits, so they are saving us a fortune.

Neil

DO NOT MAKE ANY INVESTMENT DECISION BASED ON ANYTHING I POST !
I recently asked a question of the BOD (which i will not reveal)
The response was that it would not be possible to confirm or otherwise comment on my question, as the answer to that particular question would constitute me being classed as an insider.
With that in mind, i have to remain careful of what i do post, but the following is not inside information.
As the long term holders on this board are aware, i do my research, and occasionally find things from medical papers as far away as Peru, Vietnam,etc.
While doing a bit more research this week, i have stumbled across an article regarding a company that is supporting the NHS in terms of testing amongst other disciplines. What struck me was their URGENT UK NEED FOR A BLOOD TEST FOR CANCER to complement their portfolio. The are already in the UK market, and are expanding massively. They are an international company that has a massive market.
Just to be sure they are aware of Cizzle Biotech and development of our test kit, i made contact with them, and i have emailed them details.
Whether they will respond or not i don't yet know, and if they do, to what extent they will divulge any information and what if anything, i can post here.
I won't post details of the company in question, in case their IS a deal being made behind the scenes, for fear of scuppering it, and i think it would be wise if anyone else identifies them, to maybe refrain from making it known.
Again, don't rely on anything i post, as there is always the possibility that i am barking up the wrong tree, but here's hoping.

On one front or another, i don't think it will be too long before we have news.
Neil

Ba55Mann
Do not pay any attention to the buys and sells or red and blue shown on here.
There are merely a"best guess" by an automated algorithm based around the median.
I can absolutely guarantee you that the "sells" showing up yesterday were not all sells. I know because some of those so called sells were in fact me buying more.
Neil

Apologies in advance for the long post...
I think there is a bit of a perception that we are "starting from scratch" regarding the data requirements and progression to validation.
This isn't true. There have been a number of studies and trials already performed with C1ZIb. In fact, have just read up on an article submitted by author Nguyen Linh Toan to the Journal of Military Pharmaco-medicine in Vietnam.
The article centres on tests carried out on 151 patients sampled at (1)175 Military Hospital, (2) Vietnam Military Medical University, (3) 108 Military Central Hospital. (accuracy shown to be 95 -98% across the 4 independent sample sets.
I believe that 4 independent sample sets on a total of 486 patients as proof of concept has been carried out so far with an accuracy of 95-98% across the 4 sets.
Other biomarker tests utilising immunoassays already meet with FDA regulatory requirements for 510(k) and i am sure that this, coupled with retrospective data analysis, will make the process less time consuming than normal application for approval/clearance. In addition to this, our test will be a class 2 device which requires less clinical evidence.
The BOD believe that the outcome of this retrospective clinical study and it's acceptance by the regulatory bodies, could have a significant bearing on subsequent stages.
Disregarding the Chinese tie up for a minute, our nearest rival ( if you can call their test a rival!) Galleri is being sold in certain states of the US at a price of $949. We would be looking to sell our test at a price of $400 so less than half price for a test that is far superior to theirs. Their private medical insurance companies will b e all over this at half of what they currently pay.
The potential market available to us from the US is in the region of $115million
Our test is being developed specifically aimed at LUNG cancer. You should note that by splicing the CIZ protein with other variants, this test can then be developed to detect a multitude of other cancer types.
Finally, mention has been made of the cash position. As far as i am aware, we are still in a good position. I also believe that our accounts will show that we should be subject to tax credits under R&D
I stated over a year ago, that when we re-list, that we would come off AIM and list on the main market. This was for a specific reason. It opens us up to interest by the big players, and allows us easier access to further funding if required (i don't expect that this will be required for the near future given the agreements that we have entered into)
However, i do believe that CIZ1B is only one aspect of our future portfolio, and other developments will follow on from this.
And really finally....i believe the share price is being played. I have been watching the trades recently. Some of the shenanigans noticed,- Short position taken, pre market open price up 9.7%, 6.75%, then dropped on open. Add in to this a MM that submitted an ammended trade.

Upshunt,
Completely different to our test. Take a look at some posts i made previously regarding this issue.
Neil

P.S. I also mentioned some time back, (last year ) that in my opinion, when we do get approval/clearance/CE mark, that i would not be surprised if at that point, having proved up our test, if a certain company bought us out. That company is involved already in one of our agreements, and today i learn that they have just agreed to buy out Sierra Oncology in a deal worth $1.9 billion.
Neil

Widglide
Do you know who Robert Califf is?
He is the new FDA Commissioner, who replaced Janet Wood****. He has a personal interest in the accelerated approvals process. It is personal due to his own mother having cancer and having access to multiple accelerated treatment that have extended her life.
The FDA's oncology chief Richard Pazdur unveiled "PROJECT FORERUNNER" an effort launching later this year to expand accelerated approval into cancer treatment.
Can you just imagine his reaction if CIZ could have gone to him with a test that could have detected his mother's cancer earlier?
There is a lot going off behind the scenes that 99.99% of people don't even know/hear of, so to say that the BOD is doing nothing to promote this company is simply not true. How else do you think we get the licencing agreements we have ?
I've said it before, this type of company does not advertise in your local rag.
Neil

NathanR999
Absolutely not looking for an argument, just posting as i believe.
I will substantiate my previous post with the following caveat:
The timescales depend on the route we take.
For example for FDA clearance, we would probably be looking at 510(k) for a class 2 device on the basis of a predicate.
i.e. where we can demonstrate that our product demonstrates "substantive equivalence"
This effectively means that where a similar product has been cleared, if we can show that ours is as good as or better, then we would be granted clearance.
There are a number of "predicates" which we could relay on, on the FDA database that is updated at the beginning of every month.
Another route could be the "breakthrough devices program"
The goal of the Breakthrough Devices Program is to provide patients and health care providers with timely access to these medical devices by speeding up their development, assessment, and review, while preserving the statutory standards for premarket approval, 510(k) clearance, and De Novo marketing authorization, consistent with the Agency's mission to protect and promote public health.
Both scenarios are significantly less than 2 years. (on the assumption of course, that we qualify)
Neil

NathanR999
We are not seeking FDA appoval.
We are going for FDA CLEARANCE which is an entirely different thing, so timescales aren't what you think. Also with NHS, i expect this to be a lot sooner than 2 years.
NHS is currently up **** creek regarding the number of patients waiting for diagnosis/treatment etc, (in the region of 6.5 million appointments i believe) so you can be sure that they will be looking at any option that will have an effect on those waiting times. Particularly as is the case with CIZ, being a very early detector, thus immediately ruling out a very significant number of potential patients that would otherwise use up a lot of appointments and resources by unnecessarily going through the cancer care program.
I read on a previous post about whether our test works.
We know that it does work. It has already been proved in laboratory tests. The process it is now going through is for repeatable commercial throughput in a hospital environment.
Neil

Widglide
Just to be clear, my only issue was the speed of the flip, and the possibility of them repeating this, not with what the BOD implemented. This asset may well turn out to be a very astute decision.
The problem with the share price as i see it, (apart from the sells) is that the markets simply do not have any way to price us. We have had lots of good news re POTENTIAL revenue streams, agreements, etc, but what the market needs to see is concrete news on actual revenues and results. Then, i believe, we will finally get a realistic valuation.
It's a bit like me telling you everything is going to be great. But you want to SEE with your own eyes that it is.
As for who is buying up the shares, well i can tell you that i for one, been , and continue to do so. I am still convinced that this will produce results. But do NOT rely on my opinions.
Neil

counting cards
Pretty much agree with everything you posted there.
Whilst i can understand what they did, and why, i am not happy with the speed in which the flipped their holding.
Again, i can see the logic behind CIZ buying into the economic interest, which effectively cost the company zero in terms of capital expenditure, BUT ..... personally i will not support a vote on the approval of the remaining 22million shares. My view on this is that i don't know, as you say, if they will offload again. By not approving the vote, this will in effect force them to hold for circa 10 months. That is 10 months in which i want to see a return on the investment made in the AZD asset. If no return in this time, then it's time to rethink what if any, the benefit to us was, or will be.
Neil

Rooblertwo
To the best of my knowledge, i have never posted a personal comment about anyone.
However, in your case i will make an exception.
You really are the scum of the earth aren't you?
Since you made such a profit on your other stuff (don't believe it looking at where else you are "invested", ) will you now honour our bet to donate to terminally ill children?
I donated 20 times what your amount was even though i won the bet, and proved it.

Katstrangler,
Thank you for your good wishes, but just to correct a couple of points...
I am not wobbled. I own a substantial amount of shares in EUA, and nobody's opinion on here will have any effect on me.
I have not sold a single share.
"Holding and hoping" is certainly not my policy. I invest based on the fundamentals of the company, and a LOT of research.
You are incorrect in your statement that people here aren't 200k buyers / sellers.
My post wasn't aimed at anyone who gives a reasoned opinion, but at those that just come here to give it "2p next week"
I wish all genuine holders only the best.
Neil

To those who come here trying to spread fear and panic -
Just take a moment to consider your actions and then compare them to the 13 border troops defending Snake Island. (report to be verified, but plenty of links)
When confronted by a Russian warship that "advised" them to lay down their arms and surrender, their reply, in the face of what they surely knew what was coming, was "Russian warship......go fcuk yourselves" seconds later, they were all dead.
Your behaviour is shameful. These were real men, not like you trolls.

In a separate development, which i hope is true, the hacking group Anonymous, have apparently hacked Russia.
Russian TV channels appear to have been hacked to broadcast Ukrainian songs, according to reports.

All of the Russia's government webpages are also down including the official website of the Kremlin - the office of Russian President Vladimir Putin - kremlin.ru, following reports of cyberattacks on various other state media websites.

In a chilling video message posted online by the hacker collective called Anonymous, a member of the masked group speaks directly to Putin.
they call on him to resign and restore the rights of the Ukrainian people.

The message, read out in English, with Russian subtitles reads: "Greetings Russian President Vladimir Putin.
"We have been patently waiting for you to respond to our most recent request, but we find ourselves growing impatient of your foot dragging.

"Unfortunately it seems you have made the option to ignore our presence and therefore we have decided to dedicate and operation specifically for you.

"A present of sorts."

He then goes on to name other times the group has taken websites offline.
He adds: "Your recent attempt to threaten Finland and Sweden is shameful.

"You threaten to invade those countries if they join NATO.
Anonymous also tweeted: " #Anonymous is at war with Russia.
Neil