Member Info for rebarm

Skid, they're pics straight from Opti!! They are defo not from any of their customers! Check-out the Opti online site and see for yourself.

The Pierce site pushing Opti product is one big contradiction. They claim only to sell bulk for manufacturers to blend their own products yet claim that the Opti range are their products.

Don't expect an unbiased opinion from elrico, he's paid by them!!

Aqua, thanks for posting link.

Your 16:50 on advfn about application of funds is quite correct. In-house science capability will help them manage timescales more efficiently in the event of third party activity being impacted by the pandemic. In the short term, I expect them to be focusing on the axisBiotix psoriasis trial.

The pipeline imo is a dream and only needs one or two successes for this company to be a big winner. However, I'm particularly excited about the axisBiotix work as, if successful, I'm confident it will be a case of light blue touch paper and stand well back!!

SA his usual confident, articulate self but without the typical AIM CEO ramping. Nothing new as probably aimed at newbies but confirmation of activities and progress.

The axisBiotix psoriasis supplement development is on track. The virtual trial is on schedule for Q1 2021 with 200 participants to be recruited. Not clear if any/all have yet been recruited. The mobile application including camera is developed. Target commercialisation Q4 2021. As a consequence of guidance from the Psoriasis Association (?), they have decided to focus on online sales rather than the retail health care sector and the website is already under development. Sales likely to be by subscription. This means they can manage product supply and ensure subscribers never run out of the supplement. Also means higher margins for SBTX.

This was the highlight for me but some good questions were asked and others may add to this.

Nothing was said that gave me any doubts about my long term investment.

Eva, yes I'm well aware of them. The key point/s that you seem happy to ignore is that they have no r&d experience and zero background in lupus which is a hugely complex disease and one of the contributory reasons for the first P3 failure. How are they going to handle any pushback or serious questions from the FDA? They have KOLs involved but they are not there to roll up their sleeves and get their hands dirty so what will they do?

They may get a green light from the FDA next month but Avion is not a company with an experience profile that would encourage me to follow your incessant ramping.

One for you. can you explain what you mean by 'giant' in your description of Avion's parent?

Eva, can you help me here.

You're clearly a big fan of Avion and its parent Alora and, as Nolupos points out, have been doing a lot of research into their background. Me likewise, but fail to understand how a company with zero r&d capability; no experiences with FDA product approval and no manufacturing capability why it is such a good fit for Lupozor? They are a product distribution company that appears to specialise in women's healthcare specifically prenatal.

As for its parent company Alora, their t/o is less than $500m per annum. Hardly a 'giant'!

Hope you can enlighten me and other puzzled board members with some well researched facts.

MJ, one reason was a bias towards one population. A significant number of people from Mauritius were added at a late stage. Reason being that unfortunately there is a higher percentage of lupus sufferers in Mauritius than in other geographies so enabled faster/easier recruitment. This was facilitated by the active involvement of the PM who requested that IMM included participants from his territory. I believe that this skew contributed to the failure. I don't have the detail to hand at the moment but there was also a bias in results between European and American participants with the former seeing benefit and the Americans no difference from S0C/placebo. Other LTHs maybe able to contribute on this point. It is why, imo, the trial design was poor and that, again imo, is why I see the meeting next month as being critical in ensuring that not only is the trial design critiqued by the FDA but also approved/endorsed by them. If that happens then it should, should succeed this time round

Eva, you make me laugh!

C'mon Halfbutt, do as you're told and make a contribution!

I'm also a LTH with an original investment in 2015. Thanks to Uncle Tim and his excessive ramping pre P3 trial failure, I sold most of my holding before the trial result was announced. Retained some and topped up as sp dropped. Whilst today's RNS is a very positive step forward, in particular the request for a discussion on the trial design (that's why it failed last time), I would urge caution until we see the outcome of the meeting with the FDA. Thankfully Uncle Tim has been very quiet recently but, even so, I take everything that IMM says with a large pinch of salt and would urge others to do likewise.

However, if Avion receive constructive input from the FDA on trial design then, if I am correct about main reason for previous failure, there should be no excuse this time round. I would suggest, therefore, that people keep their powder dryish until after next month's meeting.

Thanks BoJo, I'll use it to stir my porridge in the morning!

VDTK for me again this round

Lot of questions over recent weeks about status of the Dundee SFX-01 trial.

One reason for delayed/slow process is lack of patients. There are a multitude of trials being run across the UK all in search of a treatment for Covid-19 and all likely to want similarly profiled patients. The other key reason is that the administration of the trial will be conducted by on ward front line staff. The more cases of Covid-19 the less time to devote to trial administration!

Worth watching Professor Hornby at start of this Commons Science and Technology meeting. His session, on Wednesday, was all about currently trials underway in the UK and the difficulty of recruiting and managing. We're not alone!
https://parliamentlive.tv/Event/Index/1d43b902-67e2-4289-9be5-aa011b57e535

BoJo

Do you expect new nominations for Round 2? If not I'll stick with vdtk.

1509, class act. Well done with your selections

Very droll Bojo, I think RR deserves a case of wooden spoons. Thanks for the suggestion but I'll stick with vdtk. I was/am expecting contract announcements not an f****** placing! Manana!

Not good! I think it’s time to stock up with booze and food, close the curtains and switch off all means of communication with the outside world...for the rest of this week at least.

Bojo, can you change rules of the game and switch from most gain to most loss?!!!

Nolupus, I agree with that.

Delay for two reasons. First, the backlog as a consequence of focus on Covid solutions. Second and, in my opinion, the only reason for P3 failure was down to a badly designed and poorly executed trial. Nothing to do with Lupuzor per se. Quite rightly there has to be an Avión/FDA consensus to ensure no repeat.

Chill pill time!

Don’t have a problem with 9.25p. As you say it’s some fun.

I always use bid prices as that’s what a share is worth to me in real terms. Seems we agree on that

Great idea Bojo. Most boards are excessively dull with posters with heads up their backsides. A bit of friendly banter and competition is a breath of fresh air.

I would have gone for evg as, like Nolupus, expecting great things but he’s beaten me to it. So I’m going for VDTK. Manufacturer of super slim, flexible solar panels that are certified for use in places that are unsuitable for conventional panels. For example, vehicle rooftops; replacing highly expensive/environment polluting wet fuel generators in remote areas. They are also in collaboration with a graphene specialist on the design of panels incorporating graphene which, if successful, will increase panel efficiency significantly. SP oversold last few weeks so.........!

Closing bid Friday 8.75p

GLA

MM, have you got nothing better to do on a Friday evening?!! Seriously, really appreciated. Many thanks.

Can any better researched posters point me towards trial details. All seems a little vague which may explain the poor sp response to what was an excellent confirmatory rns.

I want to know what regulatory body approved the trial. It certainly wasn’t the FDA or EMA. It has implications for interest in and acknowledgement of results. I also want to know end points. How is the trial being measured. All a bit vague for my liking.

Thanks

I want to know

Bananaman2, a suggestion why there is a lack of news and, as a result, the impression that nothing is happening.

Whilst the technology has now received IEC certification, RNS 10th July 2019, it is still relatively new and unproven in the real world. In addition, VDTK is a small and young company having only been listed as recently as 2017. High risk therefore. I suspect many companies that are considering this technology will want to trial in their environment before making any kind of serious commitment . How long do you think that might take? 3 months, 6 months or longer if there are significant environmental changes to consider.

Early days yet and if many trials are taking place maybe a reason for lack of news.

1509,

It certainly wasn’t you as you are more than objective. Some ramping moron with a claimed extract from an email from a Sandy of FDA stating that SPA announcement would be next week. Also that our moronic ramper could get in touch with ‘Sandy’ anytime if they wanted to discuss the application. Words to that effect anyway. Early this morning and was removed before I could finish laughing!

Beats me why the likes of LSE rush to remove such obvious drivel when they allow spiteful ramping and de ramping to proliferate on many BBMs.

MavD, it’s the quality of posts that count not the quantity!!