Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
As long as it has the ring of truth.
When looking at the potential for competition it is probably worth remembering RG's genuine surprise and delight at the great breadth and scope of the patent granted to Moditope - the 'land grab.' They still hold that land very firmly, don't forget.
Bear in mind that when Scancell were pretty lonely developing immunotherapy for cancer, nobody was interested but they persevered to get to where they are now. When competition was mentioned, I remember RG saying there was room for several rivals in the same space. After all, Brunner and Mond didn't pack up and go home when IG Farben turned up, and Rolls and Royce developed cars despite the existing presence of La Buire and De Dion.
Agreed - and if it wasn't going to be a reasonably encouraging update (at the very minimum!) it would be extremely foolish to stick one's neck or other parts of the anatomy on the chopping block with media publicity in reputable papers (and The Guardian) ahead of it.
Remind me of the numbers enrolled and projected within the next 12 months for MOD1 please...?
The article doesn't sound like the words of a company with limited funds and a placing as the only option to replenish them. I could be wrong, but then crackin has popped up twice lately, and you know what that portends...
It's an old article, but reading it meant I wasn't clapping for a minute or two:
Observer reader profile
Fri 30 Apr 2010 15.45 BST
Reaching an affluent and young audience
Observer readers are affluent, young urban consumers with a keen sense of adventure when it comes to trying new products and experiences. They have varied interests and their high disposable incomes give them the means to keep up with their sports, hobbies and travel. Being difficult to reach through other media and newspapers, our readers make the Observer an extremely valuable title to include on your schedule.
Well-travelled
Observer readers love to splash out on holidays and particularly on weekends away (spending £570 on a typical short break vs the £430 spent by the average consumer). They enjoy a wide variety of holidays, but are particularly keen on city breaks, lakes and mountains holidays, ski trips and spa weekends. They fly more often than the average consumer, are more likely to book flights directly with the airline and to upgrade from economy class.
Finance-savvy
Observer readers are affluent individuals who earn a third more than average. They are more likely to talk knowledgeably about financial services to others, to read the financial pages of their newspaper and to invest in stocks and shares. On average they spend around £400 a month on their credit cards and are likely to use them frequently to pay for eating out as well as booking travel and hotels.
'I was looking up pictures of tractors, honest love. Just like that MP the other year.'
Agreed - not wanting to set too much store by it, but LD would never imo bother mentioning Nasdaq unless it was on the agenda.
The usual 'astute' and 'balanced' posters obviously having a lie-in this morning, or maybe they're at church.
Given the frustratingly normal radio silence we have had since February, I don't believe that an individual as reserved as LD would feature in a high profile interview in a broadsheet Sunday paper if she knew the next set of trial data was going to be anything other than promising, or somewhere between respectable and 'knock your socks off'. We won't known till we are told, but that's how it seems to me.
Just check there isn't a thin tail hanging out of the end of the sausage roll....
She says she started on the trial just a few days ago, so whichever cohort I take it that all dose escalation and introduction of checkpoint inhibitors is on schedule and remaining tolerable at the absolute minimum. As with almost everyone here, I'm keen to see what the next set of data tells us.
Further comment on the Macmillan blog. Seems there is a considerable reaction to the injection, which means that the DTH is almost immediate and significant. We know LD was very pleased at a similar reaction in all earlier patients - does this raise hopes of a favourable response in all patients in-between?
Agreed Krafty. And on a different note, the blog is publicly available and imo fine to quote, but otherwise leave well alone if you get my drift.
Also, I wonder if Scancell will have any 'editorial
input' so to speak?
Anyway, looks as if recruiting is going well and spaces are in short supply - here's hoping the patient thrives for the usual range of reasons.
Amazing what mice experiments can achieve.
https://youtu.be/tPg6lnYtTRQ
Or a whack with a cold spoon from matron, in extreme cases.
Watch it Marcus, you'll be getting your thighs slapped for posting factual things. I would do it myself, but my hands are sore from clapping along so much.
Exactly Krafty. And the exact words were '....waiting for that moment to go out and shout about it, it’s just that little bit too soon. But soon - we’re getting there definitely, that’s the exciting bit.'
That was last November, and that's well within 'soon' when it comes to the sort of timescales involved in trials imo. Generally only bad news like trial stoppages comes out quickly, and we know that they are now injecting cohort 4, so progress is presumably at the very least satisfactory.
I remember also LD saying she couldn't quite believe the results (or words to that effect) in the early stages. Imo if something is unexpectedly promising then the one thing a sensible scientist will do is check and recheck and check again, needing to be rock-solid certain of the data before announcing anything. Hence why the clamouring for results potentially ahead of confirmation is fruitless and short-sighted.
The absent Knowlesi (with whom I now play golf occasionally, by a bizarre series of coincidences) used to demand to be kept abreast of everything at all times, but now accepts that was never going to happen, more of an aspirational trading ploy than anything else.
Let's see what develops from these events in America anyway.
It might even be good, if not godd....