Covidity may hold the key to how fast a Scancell transformation takes place. I still consider it to be a longshot but who knows with a scientist as brilliant as Lindy leading the project. If highly potent T Cells plus a range of targets turns out to be the key to defeating Covid19 then IB could overnight become the must have platform for many infections as well as cancer :-)
We are looking ahead but doesn't IB have the potential for many deals. I am talking about the flexibility to go after different targets for different cancer indications and now we are seeing possible widespread use outside cancer. You could think of IB as the chip and the targets as the software.
Yes Inan, it also came as a surprise to me. It sounds as though amplivant is more about delivery than anything else. Perhaps it helps to bind strongly to a specific type of DC. The DC then proceeds to ingest the vaccine/antibody. I don't know if it stays attached to the peptide and then also plays a role in the TCell binding and/or activation. Burble may have the answers.
One thing that I hadn't realised was how easy and cheap it is to manufacture a DNA vaccine compared to other types. It also seems easier to achieve the desired purity. This is surely a big plus for IB in general and particularly Covidity.
To me the most ingenious facet of IB is the dual presentation to the dendritic cells. It's as though the DC says to itself - "eyup 2 people have told me about this antigen, I think I need to get cracking and do something about this". Also I hadn't realised that amplivant helps the vaccine find its way to the DC.
The thing about TA indicators is that the vast majority of them indicate what has already happened. There is no reliable "this is a turning point" indicator. If there was we would all be billionaires. :-)
Co-incidentally I have just finished re-listening to Cliff's 30 minute proactive presentation. The figure quoted by crumbs are for 1 glycans mab for 1 cancer indication. Cliff confirmed this in the Q and A session. So we may see n times these figures where n = 4 (no of mabs) x average number of indications per mab I have excluded mab2811 in this since this may be treated differently.
On top of that we may have follow up deals for Avidimab to be applied to any mab developed by these 3 companies. And, as I understand it, this is not just cancer mabs.
Good points moonparty. The same is true of Seneca, very illiquid. I only bought a few, it must be about 8 years ago and have earned more in dividends than the shares are worth now. I am just hanging on for the future dividends but it has not really been a good investment.
I looked at Hygea (now Seneca) against SCLP a number of years ago and I bought some Hygea since at that time Hygea could be bought in an ISA whereas SCLP couldn't. It would be interesting to know the discount to NAV that OXT is now at. I notice the price has actually fallen a bit over the last 3 months.