Member Info for RayPointer

From a past "Sunday roast" with Zak and his mates.
A discussion about the potential of Caerus and an indication of why there is so much good material for JLP to process.
Apologies if this has been previously posted.

https://www.**********.co.uk/articles/traders-cafe-with-zak-mir-sunday-roast-september-19-a61231f/

The missing bit from the link is "v o x m a r k e t s"

Something is always brewing with Leon. The next deal is never too far away.

That's a nice article and sums up the hopes for Covidity.
As mentioned before, the targeting of the N protein alone may be enough to stop the virus.
How long will it be before Lindy's team have indications of memory T Cells.

Here's another example of long lasting memory T cells, this time as a result against vaccination against measles

https://www.ncbi.nlm.nih.gov/pmc/articles/PMC154970/

"Even decades after measles immunization, both the CD4+ and CD8+ T-cell pools contain high levels of measles virus-specific memory T cells. "

We have to wait decades for that type of data, but we're used to it :-)

A bit premature to eject the rocket Hasiba but by all means fiil it up

I'm enrolling myself on a supply and demand course whilst awaiting the next news :-)

Morning Porky

I enjoy your enthusiastic posts.
But you say

"And i base that on the fact that If Sareum (SAR) can warrant a Market cap valuation of £ 227m i.e., more than ten times ours then I’m dam sure VALs Value will improve significantly and i believe we are already finally seeing the start of that re-rate."

Can you let us in on your research in comparing SAR's science and scientists with VAL's science and scientists that lead to your view?
It could well be that there is a big anomaly in the MCAPs of these 2 companies as you point out.
I certainly am not qualified to express a firm view on the relative qualities of the science and scientists of the 2 companies but perhaps you can. Please enlighten us.

No apology needed Johnny.

It is very hard not to connect the dots
The dots being

1 the latest tweet from CEPI soon after first patient dosed for Covidity
2 CEPI's previous mention of Scancell in connection with a universal vaccine for Covid19
3 Lindy's Sky interview where she mentions the hope that Covidity may be effective against all Coronaviruses
4 CEPI's keenness on vaccine platforms, could immunobody fit the bill?

The important dots concerning data have yet to appear but it could be that CEPI have an inside track on data. Lindy could tell them things that do not warrant an RNS.
For us it is a case of "watch this space"

Here's an article from nature that points to the importance of memory T Cells in the fight against SARS-Cov-2.

https://www.nature.com/articles/s41467-021-22036-z

"Overall, this study demonstrates the versatility and potential of memory T cells from COVID-19 patients and close contacts, which may be important for host protection."

The idea is that Memory T Cells lay dormant for years and maybe decades but as soon as the associated antigen re-appears they awake, go through clonal expansion and attack the virus or infected cell (in the case of Covidity).

Here is an even more promising article on the approach Lindy is adopting, again from Nature

https://www.nature.com/articles/s41586-020-2550-z

"In all of these individuals, we found CD4 and CD8 T cells that recognized multiple regions of the N protein. Next, we showed that patients (n = 23) who recovered from SARS (the disease associated with SARS-CoV infection) possess long-lasting memory T cells that are reactive to the N protein of SARS-CoV 17 years after the outbreak of SARS in 2003; these T cells displayed robust cross-reactivity to the N protein of SARS-CoV-2. "

The above statement is important in Lindy's quest for a vaccine effective to all strains of Coronaviruses.

That's an interesting article. Thanks Johnny.

"Indeed, earlier findings published by me and my team in Blood, show T cells can be taken from the blood of recovered COVID-19 patients and multiplied in a lab, which could then be infused into bone marrow transplant patients whose immune systems can't fight the virus on their own. In effect, this creates an army of trained coronavirus fighters to potentially provide protective T-cell immunity long-term to these highly immunosuppressed patients."

This has similarities to Scancell's collaboration with Biontech. In this collaboration the aim is NOW to take specific T Cells from Moditope injected patients, clone them outside the body, and re-inject into another patient who perhaps does not produce the army of high avidity T Cells expected from a Moditope injection. I emphasise NOW since it was previously hoped that non-Moditope generated T Cells would have the desired effect but that turned out not to be the case.

The hope is that the Moditope produced T Cells will have the extra avidity and activation required to have a real effect on cancer patients, whether as a result of a Moditope injection OR T Cell cloning outside the body and injection into a non-responder.

So if Covidity has the desired effect of producing highly effective memory T Cells giving long lasting immunity, then Scancell also has a process that could convey the same level of immunity to the highly immunosuppressed.

Good stuff moonparty!
The mabs news could come at any time.
I would also say that Lindy will also be looking closely at Covidity T Cell levels and at some point detection of memory T Cells.

"The research will focus on the identification of immune responses to tumour antigens in in vivo models and also in long term cancer survivors. "

The reference to "long term cancer survivors" sounds as if part of the work may be connected to the relationship Lindy has with the Continuum project.

Hi Ruck
Coincidentally Burnley are away to City in their next match and
“I'll tell you, honestly, I will love it if we beat them, love it.”

For Scancell it is momentous since they have waited so long for this.
It also maybe (some would say probably) marks the point at which, from now on, Scancell will always be running at least one clinical trial.

“The stock market is a device which transfers money from the impatient to the patient.” —Warren Buffett

Not an odd time really, Lindy was on the phone to South Africa to release the RNS the second the Pharmajet device applied the vaccine.

This is one of Suzy's (CEO of Valirx) claims

"The market lacks a Women's Health focused company with the integrated capability to successfully develop new treatments"

Suzy seems to have overlooked the Modi1 trial that has 2 of the targets as triple negative breast cancer and ovarian cancer. In contrast, Valirx has 1 product pre-clinical and 1 in discovery. The moditope platform as already attracted a great deal of scientific interest from many well respected sources. Can this be said of Valirx's products?

Just a few thoughts but best of luck to all Valirx holders. I really do hope Val manage to get a deal over the line.

Estimated start date September 2021.
Perhaps we will see recruitment start next week

https://www.irishtimes.com/business/personal-finance/charting-the-stock-markets-does-technical-analysis-work-1.3148453

"Legendary investors such as Warren Buffett and Peter Lynch agree. Buffett has said he “realised that technical analysis didn’t work when I turned the chart upside down and didn’t get a different answer”. To Lynch, charts “are great for predicting the past”."

Continuing from Ruck's savvy analysis, it could possibly be a very negative dream.
If the meat and tatty pie is the Redmile funding and the custard tart the Vulpes funding, LD could have made short work of both of them.
We may find out soon if LD asks shareholders for more meat and potato pies.
What would Freud make of it?

It's already on the menu at my local Chinese takeaway.