Member Info for Retireby40

You do realise that labskin was testing products well before skintrustclub?! Anyway, let’s see what the annual report brings. See whether they continue to report like a tintop minnow or introduce KPIs, divisional breakdowns etc. One can hope!

My buy showing as a sell. In fact it means the market maker is happy to sell below mid which is not encouraging. What a time to spunk God knows how much on skintrustclub marketing when a massive squeeeze been on the cards since last year. Oh well.

Less than £5k traded. Material news needed.

GB tweeted this which is laughing at us re China Resources massive delay -

If you thought that #China is closed, just like Western Europe lockdown, its virtual business as usual from @DeepVerge @Modern_Water #Shanghai team with another live webinar next week. #DVRG

It is £2.2m over 5 years.

Thanks

I can’t open the link?

I’m not a techie but someone mentioned this could be in okay. Any further thoughts?

I have to say who cares. When a sell is listed as a buy who posts that? That’s positive as a MM is willing to pay above mid price. Anyway, it doesn’t really matter and unless the spread is super tight it happens all the time.

Netflix desperate for more revenue and traditional product placement is more expensive and time consuming and much less sophisticated. Ours does not ruin the viewing experience or rather isn’t too obvious disruptive like traditional often is. I expect talks will accelerate. Hope so!

https://the-media-leader.com/netflix-needs-to-offer-more-than-a-tax-on-poor-people/

Be better than ‘skip ad’

Take product placement. Netflix has been reluctant to talk about the product placement deals it has struck (some of which of which are more obvious than others to the viewer, such as on Stranger Things).
But take a company like Mirriad, which uses artificial intelligence tech to manipulate video. Netflix, as a global media company, can strike bespoke product placements deals for the same shows: a Squid Game character is holding a Coke in one market but may hold a Pepsi in another.
Or look at the many ethical media companies which have launched in recent years, such start-up The Goodnet, which The Media Leader profiled last month. These companies primarily focused on the Open Web advertising and enable brands or consumers to channel their respective adspend or attention towards ethical or sustainable causes.
If Netflix is going to carry ads, why not be bold and say which brands and sectors they are prepared to let in, and which are not?
They could put their stamp on advertising creative, too, by setting clear parameters for how ads should be built for Netflix instead of just making the mistake of YouTube and inviting brands to run cheap versions of TV broadcast ads and inviting users to “skip ad”.
In short, Netflix needs to take the same approach to advertising as it has for running ‘content’. Focus on the user first and foremost and try to offer the them the best advertising experience in the world.
And finally, what does Netflix give me in return for being a loyal customer for more than five years? Nothing. I don’t get any exclusive content, I don’t get to see premieres before anyone else, and I don’t get any discounts.
Put another way, there is no disincentive for me to cancel Netflix and join again a few months later when the new content has arrived – I suspect many others are doing this too.
Netflix has changed the game when it comes to watching TV and film. It should apply the same pioneering spirit to advertising, too.

Share price fall might be down to GB presenting in the city to potential investors. Sadly far from his strength. The market is sick of jam tomorrow. Need concrete RNSs, need nearly another £20m FY revenue to hit guidance.

https://lnkd.in/gnqketNS

"Take product placement. Netflix has been reluctant to talk about the product placement deals it has struck (some of which of which are more obvious than others to the viewer, such as on Stranger Things). 
But take a company like Mirriad, which uses artificial intelligence tech to manipulate video. Netflix, as a global media company, can strike bespoke product placements deals for the same shows: a Squid Game character is holding a Coke in one market but may hold a Pepsi in another."

This is very much an embryonic space and MIRI the early adopter and leader. Although they have some superb partnerships - Disney, Pepsi Co, Mastercard, Sony (Sony Music), Lexus and many more it takes time to build real momentum. My feeling is it will take off massively in the next months, no more than 6 and it will really accelerate. I can’t see small bits of growth and half but I can see a eureka moment and an explosion.

I also expect the other brands and streamers will take note of the recent independent research report published, a great sales tool for MIRI. So much more effective without compromising the viewing content.

Sign up to the presentation on 12 May.

A week today is a year since the MOU was signed. The silence is not reassuring the market and nor are the recent RNSs. No angle from me but it would be ideal to sign the deal before the year is upon us.

https://techcrunch.com/2022/04/19/netflix-to-introduce-ad-supporter-plan/?guccounter=1

Depends how you define rampy. I don’t see anything non there not backed up. Each to their own.

https://twitter.com/rah00084/status/1515602062700122112?s=21&t=R6p6cfDNjybjQ-aRrWjlLQ

Really good. Risk blue found on lse. I can’t be arsed to copy and paste text but we’ll worth a read -

https://twitter.com/emmabighugs/status/1513805463418200065?s=21&t=kIvDD_cAes-q41qQBUkrEQ

From Roy Basch on Twitter -

https://twitter.com/baschcapital/status/1513788366155927553?s=21&t=ri97YCaOnvAv4UvRf_F9tA

Simple poster summary - 1. AVA6000 is cleaved (and therefore activated) by FAP only and not related other enzymes, which are structurally similar to FAP. This is important to ensure the dox is released in the tumour microenvironment only and not in healthy tissue.

2. In vitro: No AVA6000 detected after 24H intracellularly (means that AVA6000 itself cannot enter the cell). Cell surface FAP enzyme is required for liberation of dox (which can then enter the cell and exert its effects). No dox detected when there was no FAP.

3. In vitro tumour cell lines. One line was dox resistant (MCF-7: Breast cancer cells) which is an inherent property of the cell and nothing to do with preCision.

4. In the lab tumour cell lines, AVA6000 was 80x to 40,000x less cytotoxic (cell killing = side effects) than standard dox. Sensitivity to AVA6000 appears to correlate quite closely to intrinsic sensitivity to doxorubicin.

5. In vivo - Osteosarcoma model: Rat-based model of a connective tissue cancer (chosen as typically expresses high levels of FAP). Note in this model the cell line was previously heavily tested (I.e a tough bugger)

6. Remember - significant here means an outcome that is highly likely not due to chance. At day 77 the tumour volume was on average 42% of the control tumour volume. Note the much flatter curve for AVA, esp after day 50

7. Rat pharmacokinetics: very low detectable levels in the plasma; means less systemic exposure to dox (bone marrow, heart muscle, other rapidly dividing cells e.g gut lining)

8. Dog pharmacokinetics - a similar finding. Low plasma dox measured after dosing; not sure why they offloaded the animal health dept. - dogs get cancer too

In vivo and in vitro it looks like AVA6000 is doing what it was designed to do. It is broken down by FAP only, dox seen to be released only when FAP is present, tumours shift more with AVA than regular dox and systemic dox levels are low.

It remains to be seen if this all translates into humans (which often it does not in these cases!!!) - personally I think it is clear that AVA6k will be safe with markedly reduced side effects. Looking forward to the next data release

Thanks Saint, that makes sense.