Member Info for Quickdraw18

Shaun you must have been enjoying your holidays too much :-)

One for the spreadsheet don't you think?

https://twitter.com/DopeinkInvest/status/1305416525390712833?s=19

Sounds fun Shaun, the SP must have been good prep for the rapids lol.

Was wondering what your take on Novacyt upping capacity by factor of 100 over past 6 months. What end total are you arriving at?

Will do over next few weeks, am happy to buy in higher, will be in for the long term. Need to be in before Netflix deal, get the feeling it's near. Great tec, Google of video content placement.
Brill call. Thank you both for the info :-)

JRDC

It's a Request For Information (RFI) allowing Gov to gather supplier product info prior to launching procurement. Not sure why it's taken them so long to do this and why closing date is 1st Oct. At a guess linked to saliva samples and gov lacking insight to get ahead of the ongoing saliva trails.

I've worked on a few RFI's, ask load of questions and use info to inform your tender specs, planning etc

Brill aoeey, no need for umbrellas lol

Nice Shuggy, to date Hemo are working on COVID antibody therapy and short term vaccine (prob immunity for approx 3 months or so, guess based on early reinfection rates).
Orgenesis are developing a COVID CAR-T cell vaccine. I wonder if they have agreements in place not to step on each others toes.

If Hemo's mice are used to identify the specific CAR-T cells they should collect a royalty in the range of 12%. If mice are used just to test the mice I'd expect revenue from mice sales but either no royalty or a smaller one

Brolly day for Mirriad. Wishing I had bought in, been following since Jan when I saw on BBC's Click. Well done to all holders

https://www.bbc.co.uk/news/av/technology-50988757

Agree on COVID being low on priority list. I highlighted in my summary of last nights çall that the mice provide a cheap and fast way to find good antibody matches.

One of the speakers last night said 3 antibodies are optimal. For info the team working on project in Doddgy's link were using 2 anybodies.

I guess a computer model can map if the antibodies over lap each other on the COVID-19 protein. With 61 antidotes would take ages to idendify the best combo using monkeys and cost a bob or two.

Assume these antibody principles also apply to CDX antibodies for treatment of AML, ALL, Lupus etc

Shuggy here's source for the 61 (not 63) neutralising antibodies. I seem to recall i discovered this from Vlads twitter. Small study

https://www.news-medical.net/news/20200723/Neutralizing-antibodies-isolated-from-COVID-19-patients-can-quash-SARS-CoV-2.aspx

Some info in Mail on the pausing off AstraZeneca vaccine trail.

Volunteer of 35 suffered fever, chills, headache and fatigue 14 hours after having the anti-Covid jab. Unamed sources saying it was transverse myelitis. He's on the mend thankfully.

Got me thinking milder vaccine maybe required for those at risk. In respect to Orgenesis's vaccine which uses CAR-T cells we may find this treatment will be too hardcore for certain groups. I wag it has strong use case for the young and fit offering long term protection, with shorter term safer vaccines used for at risk. Maybe a purpose made COVID-19 antibody as this trail was based on
Sorn type of test would then be needed to predict those who will react poorly to vaccine.

The AstraZeneca vax has been tested on 'ferrets, mice and monkeys"

AstraZeneca vaccine project manager highlighted 18,000 people are involved in the trail world wide. I'm finding it hard to belive 18k have been inoculated so far.

Doesn't sound like the AstraZeneca vaccine is bespoke to COVID-19. With the volunteer saying researchers told him the vaccine was made from 'a chimpanzee virus with the protein inside'.

I'm no doc, please do your own research

what i have read about CAR-T c

https://www.dailymail.co.uk/news/article-8718243/amp/Covid-vaccine-volunteer-keen-eager-second-dose-despite-halting-trials.html?__twitter_impression=true

Bungle here's some studying for young Dylan, is for 14 to 16 years old, but by the sounds of it's he'll be able to skip a few years hehe https://www.moneysavingexpert.com/news/2018/11/financial-education-textbooks-funded-by-martin-land-in-english-s/amp/?__twitter_impression=true

The vaccine webinar had 3 companies presenting their CAR-T cell vaccine developments. Unfortunately Orgenesis had Wi-Fi issues and could not attend but will get their own separate interview :-)

Coupe of key points relating to Hemogenyx, Orgenesis, COVID vaccine and antibody developments.

Firstly the current vaccines in trial by Glaxo Smith Kline, AstraZeneca and Moderna are based on antibody responses. Which as reported don't last that long.

3 COVID neutralising antibodies that don't overlap are required. Overlapping reduces effectiveness in neutralising virus (it isn't harmful if they do overlap).

CAR-T cell vaccines can be used in combination with antibody based vaccines or treatments.

Going back to the selection of antibodies. From recall there are 63 COVID-19 fighting antibodies. Having humanised mice would provide a fast and cheap method of idendifying most efficient 3 antibodies from the 63. Imagine this can be computer modeled, but there must be a big advantage in using humanised mice to test the most promising candidates rather than using expensive monkeys which as recently reported are in short supply.

Orgenesis have been working on CAR-T cell therapies since at least 2018.

We know Hemogenyx are working on CAR-T cell for leukaemia (AML). To date Hemogenyx have annouced development of an Antibody based COVID treatment with Orgenesis using Hemo's mice to develop a vaccine as well as reconditioning an existing vaccine which I assume they will use Hemo's mice for pre-clinical testing.

Sounded postive, with 198 COVID vaccines in development I currently don't value Orgenesis vaccine project as highly as Hemogenyx other candidates CDX antibodies for treating AML Leukaemia, Lupus and ALL, CDX for conditioning blood for cell transplants and reducing toxicity in other autoimmune conditions #gatewaytherapy and to cap off CAR-T cell therapy for AML.

To note Gilead's AML CAR-T cell treatment which was taken through clinical trails at Penn State was bought for $12b. Hemo and Penn State are preparing for phase i trails and signed a deal in August with sponsorship in place to cover costs.

Looking forward to the Orgenesis interview.
https://twitter.com/DopeinkInvest/status/1304152629942124569?s=19

Has started, though Orgenesis CEO is running late as having Internet issues. Webinar is on until 8:30. Come on wi-fi

Anyone know when this is starting? Am waiting like a chump

Would appear UK gov awarded Managed Service contact to Glaxo Smith Kline and AstraZeneca with Novacyt supplying tests to GSK as sub contactor.

17 days have passed since Novacyt launched recruitment for 13 UK area managers. Gov procurement Standstill Period is 10 days. I would say there is zero chance a company would recruit close to £500k of staff with no guaranteed end point.

I would be amazed if Primerdesign are the sole supplier to GSK, no doubt they will have a major share of the testing pie.

17 days have passed since Novacyt launched recruitment for 13 UK area managers. Gov procurement Standstill Period is 10 days. I would say there is zero chance a company would recruit close to £500k of staff with no guaranteed end point.

Signed sealed delivered oh ye

https://youtu.be/pUj9frKY46E

New approach to Covid. I’m sure Vlad recently tweeted the same message.

I wonder how they are doing with our #HEMO mice.??

Orgenesis CEO to Participate in Webinar Panel on “New Approaches to COVID-19” on Thursday, September 10th :: Orgenesis Inc. (ORGS) https://t.co/nZUIJWVHwd

(plagiarized from traderpete)

https://ir.orgenesis.com/press-releases/detail/164

Hahaha, I'm releasing war and peace volume 2 next month

That's all my Hemo notes. Need to update on CAR-T cell work:

Hold on in new and nervy hands. Being down 10%, 20% will seem like chicken feed in the long run. I'm averaging 9p, but can imagine there are many nervous investors especially those new to investing.

Originally produced on 23/06/20.

0 to 3 months (2 months in)
. Done - Sign deal with Global Co for CDX, a treatment for Acute Myelogenous Leukemia and Acute lymphoblastic leukaemia negating need for chemo.

. Update on Hemo's neutralising antibody COVID treatment/short term vaccine e.g. few months.

. Update on Orgenesis COVID vaccine project, which will use mice for treatment discovery (12% royalty)

. Mouse supply deals for COVID testing. If mice are used for treatment discovery they would earn royalty around 10%>12%

. Update on Hemogenyx COVID severity study for and potential commercialisation test (Hemo would outsource)

. Announce CAR-T cell COVID project

. NEW - Penn State uni CAR-T cell phase 1 trails preparation

3>12 months - (not included further COVID activities. Will add on positive news)

. Belgium regional funding to develop Hu-PHEC

. Update on CART AML internal mouse studies
(Amended - Update on progress to phase 1 CAR-T Cell trails)

. NEW - Eli Lilly CDX phase 1 & 2 trails

. Johnson & Johnson Lupus update

Mid Term (1>2yrs)
. Update on Hu-PHEC AML and ALL program
. NEW - CAR-T Cell phase 1 trails

2>3 years
. Hu-PHEC phase 1 trails

. CDX commercialisation amended to phase 3 trails.

. NEW - CAR-T cell phase 3 trails

4>6 years
Hu-PHEC commercialisation
CAR-T Cell commercialisation

Unkown
. Mice, CDX and Hu-PHEC models to idendify new treatments for blood and autoimmunity conditions and new pathogens (disease X)

. CDX blood conditioning toxicity reducing qualities enable stranded Pharma assets with levels of toxicity levels to resubmit for clinical testing

Originally produced on 23/06/20.

0 to 3 months (2 months in)
. Done - Sign deal with Global Co for CDX, a treatment for Acute Myelogenous Leukemia and Acute lymphoblastic leukaemia negating need for chemo.

. Update on Hemo's neutralising antibody COVID treatment/short term vaccine e.g. few months.

. Update on Orgenesis COVID vaccine project, which will use mice for treatment discovery (12% royalty)

. Mouse supply deals for COVID testing. If mice are used for treatment discovery they would earn royalty around 10%>12%

. Update on Hemogenyx COVID severity study for and potential commercialisation test (Hemo would outsource)

. Announce CAR-T cell COVID project

. NEW - Penn State uni CAR-T cell phase 1 trails preparation

3>12 months - (not included further COVID activities. Will add on positive news)

. Belgium regional funding to develop Hu-PHEC

. Update on CART AML internal mouse studies
(Amended - Update on progress to phase 1 CAR-T Cell trails)

. NEW - Eli Lilly CDX phase 1 & 2 trails

. Johnson & Jo

CDX conditioning antibody can increase treatment dose (5 to 15 times) & decrease toxicity

. 20 suitable drugs being trailed in ???? https://youtu.be/WK9FrOukj-w

. 101 failed autoimmune trails 2018, CDX can help
https://t.co/TU2hiB2YsT

. Est $100b to $300b stranded asset in 2018 alone!!! ?????????

Autoimmune/inflammation conditions:

. severe aplastic anaemia (bone marrow failure)

. leukaemia – a type of cancer affecting white blood cells

. lymphoma – another type of cancer affecting white blood cells

. myeloma – cancer affecting cells called plasma cells

. certain blood, immune system and metabolic disorders – including MS, sickle cell anaemia, thalassaemia, severe combined immunodeficiency (SCID) and Hurler syndrome