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Ditto. Strange reaction (as usual) to great results.
Detecting 3 variants of concern. Can see that going down especially well in China - could sell like steamed buns.
I like the Skin Club model and growth. "Since the marketplace service opened in January, 82% of club members (around 1,500) who received Home Test Kit results have subsequently purchased recommended skincare products for their skin via the Skin Trust Club App." Impressive.
H2 revenue was £6m, and Q1 alone production orders are £5m, in just the environmental division, Modern Water.
So many small companies have great tech. So many have no sales. We have sales, in fact IMHO we're motoring.
My holding is small, but less small than it was this morning :)
Agreed that they are good results, and I am happy to be in here.
My only question is with regard to DermaPure, "dCELL® (DermaPure®) sales remained consistent at US$4.2m (2020: US$4.2m)". If sales of it to ARMS Medical were up 20%, where was the fall? And what is ARMS Medical?
With regard to the latter the half year report in September did have this:
"Product development
We completed development on two additional products and added them to our Biosurgery portfolio in H1 2021. The DermaPure Mesh, meshed dermal graft, was commercially introduced in June and VNEW®, a pre-shaped dermis graft, distributed through our urogynaecological partner, ARMS Medical, completed development with the first delivery to take place in Q3 2021."
I get that it's still on the pricey side, I guess it always will be, but I really can't see the reason for the fall all the way from over 330 to this level, especially when it seemed to me the interims were cracking.
Great to get some good news today.
Does anyone have information wrt supply of aluminium? What I'm getting at is whether the sanctions and problems with Russia are going to affect the company. I've been searching the website, but without much success.
Think that was me! Just bought back in. NTQ has not been kind to me over the years, I first bought ages back, and finally sold out even lower than this a couple of years ago. But the issues you've noted are positive, it's well down, plus there is the geothermal side that they are beginning to identify themselves with strongly: "The RSS market has a global size of over $2bn and the SABER technology is targeted at a range of applications across the energy sector; geothermal drilling, methane capture and oil and gas operations." They may just be plugging the green face of an innately carbon producing industry participant, but geothermal does have potential, and they have the know how as much as anyone for the drilling.
Yes, this is exciting. Topped up at 114.2p. ImmunoInsights is going like the clappers, while for me the elephant in the corner is the early CDT lung (et al), which is progressing as fast as can be expected. Expecting contracts this year. Please don't buy us!
Surprised it's falling this morning on this news. Can see your point about the finance though, Trek. For me, if I wait I'll probably forget and miss it! Long term I can't see how this will not be a bargain.
ATB, everyone.
PS. We may have to kiss the CDT prospects in Russia farewell for now. :(
That's really useful to know, Sax, thank you.
Topped up this morning. As always, though, the late bird!
The question that's hovering around in the back of my mind is, these are "heavily pre-treated, late-stage cancer patients". Forgive me, but they are kind of on death row. What on earth would happen if used on earlier stage cancers?!
Does anyone know why only these latest stage patients have been selected? And has there been any indication of the likely effect on earlier stage cancers? [And also, might Bex slow down the rate of metastes?]
Venture Life Group got their results published yesterday on their mouthwash Dentyl. Also a screwed up trial for something that works. [And yes, I was invested there, too! Bad day.]
And the clinical phase finished last APRIL.
Just want to say that I really liked the way Trek put it this morning, "Losing was always a responsible risk."
We all knew it was binary. There was a risk we all took, knowing that it could fail, for a reward. Each took their decision as to amount in light of their situation. All is not lost yet, IMV, but yes, it's an awful hit right now, and of course may not come back at all.
Doc83: "My gut feeling is that SNG have been shafted big time and didn’t know their drug was going to be administered along with another drug/steroid."
Absolutely agree. What a horror story for them. It may be that most administering medics simply refused to hold off on the steroids, knowing of course that they knew best. Investors in Faron Pharmaceuticals have known for ages that interferon and steroids don't mix. Whole trial, costing millions, rendered pointless. Radically effective drug for many chest infections delayed for years, if not lost for good. Lives lost....
Something of a pity.
Hi Agricore. I think one of us is misunderstanding the other. Your points:
1. I agree. I'm an example. Immunocompromised as I am I certainly wouldn't be going to the pub on a Saturday night, as I did the other day, without having found ways - like Dentyl - to minimise the risk.
2. Absolutely I agree, and that's why for me this is still so urgent. As I've said before, this is cheap, accessible right across the world, and it works.
3. Again I agree. I'm a believer!
4. I'm no expert, but I think both are essential - however peer review is no use without the numbers to review.
5. I truly hope so.
And I'm glad you mentioned the Chinese. They're not fools, they're worried sick about their poor vaccine + Omicron and progeny of, and may well pick up on this. If these competent marketers can get their act together for China VLG could as you say still do well. Meanwhile the rest of the world can go on breeding variants. I think Dentyl could help to stop that, my beef is that now we need another trial which will take forever.
Some quick thoughts on those details:
1. Surprised that they confined themselves just to hospital inpatients. No wonder they had trouble recruiting. So many outside also with viral loads in the saliva, far less worries about survival, and no co-morbidities. And given that - astonishingly to me - the only practical area where they seemed to be considering application was dental appointments then ambulant outpatients would seem to me to be more appropriate.
2. So with only 78 volunteers of which 27 had live virus (due to the time the disease had had to progress by the time they were in hospital), they had only enough patients for 6/7 for each of the 3 oral rinses they were testing plus the saline control: Normasol. Thus they were not going to achieve anything like useful statistical results.
3. VERY surprised indeed that "saliva was collected before rinsing (baseline), and at 1-, 15-, 30-, and 60-minutes post-rinsing", and not at say 12 and 24 hour periods afterwards, as well. For Dentyl normal use is twice a day, so 12 hour is very relevant.
4. Dentyl had 7 patients. IT WORKED. Far, far superior to the others. "Impressively, in 3/8 patients treated with Dentyl Dual Action, no live virus was recovered at any timepoint after the initial rinse" - but of course that is just up to 1 hour.
It appears that Dentyl just about wipes the throat clean, exactly as the in vitro results indicated 16 months ago. The virus does minimal harm in the throat, but while the throat is clean it will be far less likely to be passing the infection to the lungs where it does become dangerous, and while it builds up again the body is learning to fight it. That's what I think! And that's why I'm gutted that this trial is such a damp squib.
But at least - at last - finally - we have the results.....
For those willing to take the time to decipher it....!
"Although a subset of mouthwashes were effective in vitro, it was important to determine their effectiveness in vivo, where virus is being shed continually in the oropharynx. A randomised clinical trial was undertaken to measure the antiviral efficacy of mouthwashes following a 30 second rinse. 78 hospital in-patients with PCR-diagnosed COVID 19 were recruited, following invitation of over 400 to participate. Despite a positive PCR test in the preceding 14 days, only 27/78 patients had live SARS-CoV2 present in their baseline saliva. Recent studies show that live virus is almost never detected beyond 9 days post-symptom onset in immunocompetent patients (44). As our patients were ill enough to be admitted to hospital, many were likely beyond this timepoint. Unfortunately, this was not known at the time sample collection was initiated and only became evident towards the end, with the study terminated at 6 months. By then, new UK daily cases had decreased from 55,892 (31st Dec 2020) to 4,052 (31st March 2021), hospitalised patient numbers were declining and co-morbidity and ventilatory support in these patients rendered them ineligible for randomisation (https://coronavirus.data.gov.uk), making further recruitment impossible. Amongst patients with live virus, saliva was collected before rinsing (baseline), and at 1-, 15-, 30-, and 60-minutes post-rinsing, with mouthwashes containing either containing CPC/IPM (Dentyl Dual Action, n = 8), CPC/benzoate (SCD Ultra, n = 7), PVP-I (Videne, n = 6) or 0.9% w/v NaCl (Normasol, n = 6). Data is shown as both log2-fold reduction from baseline (Figure 5 D) and as individual patient data (Figure 6). Across the entire cohort, baseline salivary viral load varied widely, from 120 PFU/ml to 2.8 × 107 PFU/mL (Supplementary Data1.xls). All four mouthwashes reduced salivary viral load 1-minute post-rinsing, with the smallest reduction being from Normasol® (median 3.9 log2 fold reduction from baseline) and the largest Dentyl Dual Action where 6/7 patients recorded no live virus (median 14.3 log2 reduction from baseline) (Figure 5 D, Tables 3,4). The persistence of the effects varied with rinse. No significant reduction in salivary viral load was seen with Videne at any of the time-points, while for Normasol® a significant reduction was apparent only at 60 minutes. For SCD Ultra, a significant reduction in viral load was seen at 1 minute only (median 8.9 log2 reduction from baseline, Figure 5 D). Dentyl Dual Action was the only product to demonstrate a persistent effect, with a significant reduction evident throughout at 1, 15, 30 and 60 minutes respectively (medians 14.3, 11, 8.8, 9, log2 reduction from baseline). Impressively, in 3/8 patients treated with Dentyl Dual Action, no live virus was recovered at any timepoint after the initial rinse (Figure 6)."
Jatw, first, thank you for your earlier reply. I appreciated your measured kindness - especially in a total vacuum of any other response.
I wish I had time for a proper response - hopefully later.
First thoughts are that yes, what a crying shame the trial was so small.
In 40% of the hospitalised patients, who would have the virus all over it never came back. That's amazing.
In the rest the results were only for up to one hour later. Oh! 99.8% reduction overall. ie probably in most it was also completely eliminated.
Basically it's clear but not proven - as before, but much more so - that's it's a very effective first line of protection.
I am "immunologically compromised". I have been gargling nightly. I have nice fresh breath, clean gums (I'm sure my dentist on the breadline is DEVASTATED!), and am living a normal life!
Why wait for the trial? It's cheap and it's not going to hurt you. £1.99 in Home Bargains. Lasts for months, you use half a capful. Recommend the clove not the mint :) !