Member Info for RorkesDrift

If anyone can do it

https://www.owlstonemedical.com/

Our resident Centurion may have just done it again. These foreigners are pretty clever. Well clever at least.

Danaher has high hopes for its recently announced "4-in-1 combination test," which tests for COVID-19, versions of the flu, and respiratory syncytial virus infections

Chairman of a company states value is £200M. I'm thinking of all the people who would know and are obliged to be accurate as they can....

If he is 100% out value is between £50M and £400M.

Unless the virus is at lower concentrations

In these quiets before the storm I hope no one don't mind but purple lackey and myself I would suggest this as a suitable allegary

https://youtu.be/dbgOACJpZg0

Very quick look suggests they are focused on lung delivery rather than nasal.

Lots of companies have PMDI, DPI or NEB's technology so busy field.

Results out next week - diabetes chronic condition so recurring revenue but covid might have reduced patient acquisition.

Hi Busymum

Not sure about the points you make. I'll try and respond to each but in my mind if you induce tolerance to a Tx organ fantastic. If you induce tolerance to a pathogenic organism, probably not so good. The scientists seem to be very clever so I'm trying to find where I'm getting it wrong - not them.

I know the arguments for and against animal testing. Hoping we don't need to go there.

I don't think the data from animal work is trying to lay down a future protocol for humans. MMF great drug as are steroids and tacrolimus. Narrow therapeutic windows, difficult compliance, long term sequalae.

I think what the suggestion is and I may be wrong if if you allow an immune response to happen then giving CD3 antibodies you induce tolerance in the immune cells that are reacting. If you treat before the immune response then the tolerance is not induced but you do suppress the immune response like you do with mmf albeit for much longer.

You are right in saying no doctor would do in humans what they did in these animal studies.

They are suggesting that do the Tx. Allow an initial immune response, treat with anti CD3, induce tolerance, remove the need for life long immunosuppression.

What exactly do you want them to tell you?

Looking at what they have achieved including during the ventilator challenge then they seem a pretty good board to me. What was it that attracted you to this company - seems to be the same people ever since they joined AIM.

Now done two other TOs plus distribution deals. The SP will move around a bit but probably not as volatile as others.

From different paper

Using an islet transplant model (islets from BALB/c mice grafted under the kidney capsule of C57BL/6 recipients rendered diabetic following administration of streptozotocin), we showed that the short (5 days) CD3 antibody treatment applied at the time of transplantation (e.g., while no activation of alloreactive cells is present) significantly delayed rejection (42 days in treated mice versus 18 days in controls) yet all grafts were eventually rejected. Thus, only immunosuppression had been induced. In contrast, if the treatment was delayed once activation of alloreactive cells had occurred, day 7 posttransplant in this particular model, about 85% of the recipients accepted their grafts indefinitely.

Apologies when I say induction of tolerance it refers to transplant. Using these drugs means foreign organs are better tolerated - im trying to work out how long that tolerance lasts.

I'm thinking the nasal dosing is utilising the fact its a mucosal membrane. Immune response here then provokes changes across the body. The T-cells it changes are distributed across the body. Not sure that squirting it up your nose gets it into the lungs.

The oral version was the one used in trials and again the immune response happens locally but extends body wide.

That's my interpretation but don't know enough about it.

Gonna need a bigger nappy

Every time I try and work numbers out I get really scared I got something wrong.

This week is the week. I can feel it in my waters.

Oh hang on.....

Good spot. Wish I understood half of it. I cannot work out if inducement of tolerance is permanent or only whilst on drug.

So 4 CD3 products in development and we have the best tolerated.

I was trying to work out how systemic effect from nasal dosing happens

Did he shout "laters" as he left

https://www.researchgate.net/publication/302910824_Therapeutic_anti-CD3_monoclonal_antibodies_From_bench_to_bedside

Stop calling him that

£5 or £1 or £2.68

Isn't that how markets work?

MKT cap is £446M.

Therefore stem 45% of that. So stem IPO is 268 x 0.45 = £1.21. They presumably do placing at same time maybe at discount.

Leaves Tils worth £2.68-£1.21 = £1.47

You knew that though ?

Chairman said on Thursday IPO and Stem worth £200M

I'm not sure I want the volatility associated with robinhood