Member Info for RayPointer

WTP
Redmile did cash in over 50% of their Biontech shares actually before the announcement of the success of the vaccine. Looks like they may have got that one wrong. However I did glance at the Redmile heat map of investments before the sell off of Biontech and it showed a 1600% profit on their investment.

We obviously need to bug Leon's office :-)

WTP. That first link refers to work that was carried out when it was discovered that the mAbs targeting glycans lost their potency when the Fc part of the mAbs were humanised.
As I understand it, this was the research that led to Avidimab.

Being a shrimping violet, I tend to clam up in situations like this.

Bamps

I'd be very surprised if JLP ever decided to construct a mine. Hugely expensive, long timescales and high risk.
Selling or leasing mineral rights is another matter.

Their tailings business is turning out to be so profitable, less risk, much shorter project timescales and short payback period compared to mine construction.

See the trouble that Inan has created and he's not even here.
I love it.
Can we have a re-run of the dilution discussion?
Perhaps he will return as "IN124" :-)

Very interesting article.
Thanks for that patrick.
It clearly explains why the price of copper can only go in one direction.
Here are some quotes from the article.

"Do we expect 100% EV penetration? No. But the shift to electrification of our transportation system is real, it’s not going to go away or stop. Because it’s as real as the shift from wood to coal to fossil fuels and now to lithium. That means massive new copper supplies are needed just for Chinese EVs, whatever the EV penetration eventually turns out to be. And remember there’s the rest of the world to supply for EVs, charging infrastructure, and all of copper’s other uses.
Bottom line? We gotta find more copper. "

"Why are major mining companies so intent on securing new supplies of copper? Quite simply, they’re running out of ore. "

"The big question is, will there be enough copper for future electrification needs, globally? And remember, in addition to electrification, copper will still be required for all the standard uses, including copper wiring used in construction and telecommunications, copper piping, and copper needed for the core components of airplanes, trains, cars, trucks and boats.
The short answer is no, not without a massive acceleration of copper production worldwide. "

I do miss those conversations with Inan about the science. He has done more research than anyone.
I'm not saying you should automatically agree with everything he says, but at least read the articles that he posts.
Also he sparked many arguments that I found entertaining.

Is a happy clapper somebody who takes Prozac due to depression caused by Gonorrhea?

Let's not forget this fellow.

https://profiles.ucsf.edu/ira.mellman

An impressive number of publications standing at 145 and starting in 1974. Almost as many as Lindy!
Also notice number 2 on the list. Ugur Sahin and Ozlem Tureci contributed to this particular piece of work.

Ira was a member of Lindy's project blueprint as one of the 15 professors on this team.
Why would a vice-president of Genentech want to be a part of this project?
The simple answer is Moditope and it's promise to be a major advance in treating cancer.
Currently it is just promise but now Scancell definitely have the money to prove it one way or another.
With the money they have this may also fund a Modi2 trial and in addition progress Modi3.

I too think it is relevant. Scientists have worked long and hard to produce effective vaccines against cancer.
What makes this such a difficult problem is that the immune system considers cancer to be "self", so you get the equivalent of a civil war with the vaccine elements battling against other components of the immune system. So, for the vaccine to win the battle, it must have some pretty high calibre soldiers. Those high calibre soldiers when used against a foreign invader such as Covid19 are more likely to be successful.

We know Scib1 exceeded Lindy's expectations especially when the patient had the main tumours removed by surgery. The addition of keytruda gives a more level playing field for the battle so hopefully we will see some great results in the combo trial, assuming the trial resumes in a number of centres of course.
Now Lindy has improved Immunobody by the addition of Avidimab and, if it goes to plan, a new delivery method.
Will this improved version of Immunobody also lead to the same level of success that Biontech have shown against Covid19?

On top of that we have a Modi1 trial to possibly start in the next half year. This has the possibility to split into 4 separate trials with the promise of more to come. The important thing is now to get this long awaited trial started.

There's certainly a lot to look forward to next year but we are dependant on cancer trial re-starting.
Time for a crumbs advent calendar I think :-)

That's interesting Bermuda. This list does not include expert scientific advice. Perhaps they feel they get enough of that from the items that are on the list.

Who knows what led to their interest with Scancell. It may have been attendance of a conference that Lindy was presenting at. The fact that the fund was founded by an Englishman may also be significant. It may be that Scancell have been on their radar for some time and they were just waiting for a good entry point. The Covidity announcement may have played a part in the second investment.

A52 otherwise known as Brian Clough Way :-)

Thanks again hasiba.
It certainly is a fascinating subject and perhaps highlights the complexity of the adaptive immune system.

https://en.wikipedia.org/wiki/Booster_dose

It seems the booster is required for some vaccines but not others.

I know this is a slightly different subject but one of immunobody's great strengths is that of "dual presentation". Lindy has found two ways of presenting the vaccine (of components of the vaccine) to the antigen presenting cells. This, we know, has the effect of giving the activated T Cells a much higher avidity and also strengthens the clonal expansion.
The neutralising antibodies also have the added potency given by Avidimab.
Possibly, this points to such a strong T Cell and antibody response meaning a booster is not required. The adaptive immune system "gets it" first time. I say "possibly" since we need to wait and see.

Thanks for that hasiba.
What I was getting at was, if having the real virus does not give long term immunity as it should, why would the vaccine be any different as far as long term immunity is concerned? Would such patients have to have regular jabs like the flu jab?

Lindy is working on a cure for that :-)

But would the chicken pox vaccine be effective in Ruck's case?
Contracting the real thing does not seem to lead to long lasting immunity for Ruck

hasiba

The N protein is a constant. It apparently doesn't mutate and it is also considered to be present in all coronaviruses, not just Covid19. This is why Lindy has chosen it as one of the targets.

https://www.genengnews.com/topics/omics/persistence-of-memory-t-cells-explained/

I found this article very interesting and easy to understand for the layman.
It sounds like these researchers have confirmed that the long last memory T Cells were actually once effector T Cells that have experienced battle and later differentiated into these long living cells.

“These cells are like veteran soldiers, camped in the blood and tissues where they fight their battles, waiting for yellow fever to show up,” said Hellerstein. “They are resting quietly and they wear the clothes of untested new recruits, but they are deeply experienced, ready to spring into action and primed to expand wildly and attack aggressively if invaders return.”

Thanks Burble for an informative post not on the subject of UT trades :-)