focusIR May 2024 Investor Webinar: Blue Whale, Kavango, Taseko Mines & CQS Natural Resources. Catch up with the webinar here.
So does it work?
Allogeneic cytotoxic T-cell therapy for EBV-positive - Edinburgh group. Note other interventions at same time
https://www.google.com/url?sa=t&source=web&rct=j&url=http://scholar.google.co.uk/scholar_url%3Furl%3Dhttps://www.researchgate.net/profile/Marc_Turner/publication/6362310_Allogeneic_cytotoxic_T-cell_therapy_for_EBV-positive_posttransplantation_lymphoproliferative_disease_results_of_a_phase_2_multicenter_clinical_trial/links/00b7d527d089f35bbc000000.pdf%26hl%3Den%26sa%3DX%26scisig%3DAAGBfm0vqrOOuTYM5tEB6MX7xJdpa7vr8Q%26nossl%3D1%26oi%3Dscholarr&ved=2ahUKEwiBvc_bqcXqAhWIaRUIHeTtCl8QgAMoAHoECAYQAg&usg=AOvVaw3-Pe2iCv6QlT4dZ90AXI1H
BTS guidelines highlight treatments undergoing trials
1. Patients own T-cells
2. Bank of T-cells
3. Antiviral therapy
BTS guidelines
https://bts.org.uk › 2019/02PDF
Web results
Management of post?transplant lymphoproliferative disorder in ...
Potential responses are
1. Lower levels of immunosuppression. This has its own obvious downsides.
2. Treatment with rituximab. This targets B-lymphocytes via CD20. Its use depletes white blood cells.
3. Chemo and radiation therapy
Rituximab monotherapy is recommended for clinical low risk PTLD who fail to respond adequately to RIS. Clinical
low risk is defined as none of the following risk factors:
age <60 years, raised LDH, performance status ECOG
grade 2-4 (Grade B, level 3).
• Rituximab plus anthracycline-based chemotherapy is recommended for patients who fail to achieve an
adequate remission or progress despite previous RISand Rituximab monotherapy (grade B, level 3).
• Rituximab plus anthracycline-based therapy should be
considered with RIS for patients at any time following
diagnosis with clinically aggressive lymphoma or those with critical organ compromise (Grade C, level 4).
Lot of info coming your way.
Part 1. The problem
1. Glandular fever is caused by Epstein Barr virus. It infects B- lymphocytes and hides from our immune systems after recovery. It is kept in check by our T-cells.
2. Transplant (Tx) requires immunosuppression which knocks out T-cells.
3. In some patients thus enables a proliferation of lymphocytes infected with EBV causing posttransplantation lymphoproliferative disease (PTLD). Occurs in say 1% of Tx = 120,000 x 0.01= 1200/annum.
https://www.sciencedirect.com/science/article/pii/S0304383515005364
OK my next high stakes roll of the dice and beware current MKT cap.
Atara biothetapeutics. https://www.atarabio.com/
1. The PTL stuff kills you in about a week. Has been used off label and shown to reduce mortality. Think £100K per treatment and about 60 per year in UK - say 1000 x £100,000.
2. Interesting pipeline
3. Covid and T-cells. Who knows
FDA won't give a decision for quite awhile yet
Can you not buy within an isa to avoid cap gains?
You know my views on conservative model. SP reflects risks of any early doors pharma. Added to that IL6 is a very difficult pathway - some studies show you can do more harm than good.
Stem printer - people using another company as benchmark. OK to a point but that company has already established itself in market and has got more then one product.
In terms of PLX I bought yesterday and today and price has fallen since. I think the II are swapping out shares and warrents to make profits for no change in holdings
More I got more - both Tils and Plx
Is there away to comms without being on board
Think it is similar story - SP bounces around but the spread is horrendous.
Might be clearer after the AGM - stem printer looks great tech (the sort that gets bought) but the rest of company has further to travel and faces tough competition.
You are more than special
You are more than special
Do.you think he is coming?
By the way TILS had a lot of fun today.
Note the first company has a product in the clinical area that their chosen distributor already exists in (genetic disorder). Current encumbent has gone generic but could be shifted.
In terms of litigation if its about the gentamycin then yep you would almost certainly get sued if harm was caused that could have been prevented. However, have to temper that with is it within normal practice not to (yes currently). You could argue to delay treatment coukd also cause harm. A nice submission would help but BAPM will be on it very quick. I am fairly confident the clinicians involved will want to use the test - results from Liverpool and Manchester respected. Their distributor (I'm invested) are pretty cool as well.
More = note
The risk is data submitted could be stronger but they must feel the signal is good enough and by the time it gets close to decision they will have access to note data. I'm guessing that's why they didn't wait.