Member Info for Sangijuelas1

Interesting article on Tregs significance from the Professor behind the Tusk/Roche drug.

https://www.ucl.ac.uk/news/2020/nov/interview-developing-new-immunotherapy-gain-control-cancer

People mocked Woodford but already one of his unlisted portfolio companies Oxford Nanopore is now valued at over £4bn

That's an idea of the potential value on the table here.

Roche bought Tusk for nearly $800m for a drug that was still emerging from pre clinical development.

4D is already half way through P2 with no adverse effects likely due to its safety profile.

Immune Checkpoint Inhibitors (ICIs) work in a fairly small group of patients 20-35% depending on the therapy and the form of cancer. And in about half of these responders after a while they stop working usually as a result of immune system exhaustion.

One important way ICIs can stop working is when resistance to them is acquired due to excessive Tregs which suppress the anti tumour response.

"Achieving depletion of regulatory T cells while sparing tumor-specific effector T cells has long remained an elusive goal of immunotherapy" .

https://www.nature.com/articles/s43018-020-00155-8

The biomarker data from Part A of 4Ds MRX 0518/Keytruda trial showed that responders had higher ratios of Tregs to tumour killing cells in the tumour.

MRx0518 works by suppressing Tregs and making cancer killing cells proliferate.

There are various ways being studied to achieve Treg depletion and it is a major goal of Big Pharma. Most of these efforts are in the very early stages, or have had inconclusive results or have been shown to have toxicity issues.

An example of one is the anti CD25 monoclonal antibody developed by Tusk Therapeutics. Roche bought Tusk for $759m and they only have it as a P1 trial application.

Getting more conclusive data from Part B of the 0518 trial would represent a major medical and scientific breakthrough in the field of ICIs.

There's not going to be a conflict with Russia. It would escalate to nuclear and the rules of MAD are still in play.

Russia may invade, there would then be sanctions and NATO forces positioned in countries around the old Soviet Union borders to show that you can go this far but no further.

Russia would not be able to control the Ukraine. It would be Chechnya on steroids and Putin already has his work cut out dealing with political opposition at home.

It's all a distraction and the drama suits all parties. Biden is weak, Macron has elections coming up, Germany is in a state of political turmoil and Johnson is hanging on by a thread.

Yeah yeah Crusty. It comes up every 18 months or so.

There's a reason why many Nasdaq companies have high values. They are either making good profits or being highly disruptive.

Every one keeps trying to regurgitate the dot com crash without realising the world has moved on.

A lot of the Nasdaq companies have been disciplined by analysts to have healthy cash flow. They are just pushing a narrative that interest rates will impact them so much more than other companies.

I bought some today. Nice to get almost 3 for a £1

They are just testing the strength of the Nato alliance.

Trying to see if the stress is enough to cause fractures within it.

Putin was based in Dresden though CRL and he spent more time going to parties than assassinating people.

Bit of a Walter Mitty at the time

And if he was able to trade on inside info he would have got out of Forte before they collapsed from $40 down to $4 on bad data

There also seems to be misunderstanding about Oliveira. He is not running a fund.

It's all his money possibly with additional funds from borrowing.

Was just looking at Oliveira SEC filing from September last year. I didn't realise he had sold out completely from Forte so he really did take the $40-50m hit there.

And people are surprised he is selling out here

Ignore the noise about Russia. If they were going to do something they would have done it.

It's all geo political pantomime to distract from problems at home in Russia and the US from Covid and here from the ongoing antics in Downing St.

Below is what 0518 does. And is what MRNA vaccines are looking to achieve.

"What are vaccines to treat cancer?
Researchers are looking at vaccines as a possible treatment for cancer.

In the same way that vaccines work against diseases, the vaccines are made to recognise proteins that are on particular cancer cells.

An antigen is a substance that triggers the immune system to respond against it. For example, a virus has antigens on its surface which triggers the immune system to attack it. Body cells and cancer cells also have antigens on them.

Tumour associated antigens are proteins found in cancer cells. Normal cells either don’t have these antigens, or if they do, they have a much smaller amount.

Cancer treatment vaccines aim to help your immune system recognise these antigens. And to attack and destroy the cancer cells that have them. "

https://www.cancerresearchuk.org/about-cancer/cancer-in-general/treatment/immunotherapy/types/vaccines-to-treat-cancer

The MRNA vaccines have to be heavily engineered because of their fundamental shortcomings

The MRNA cancer vaccines modulate antigen presenting cells and facilitate innate/adaptive immune stimulation.

So does 0518

It doesn't need to be engineered to be effective although they do apply genetic optimisation to the single strains of gut bacteria.

These strains are identified by multiple omics analyses to find the ones that are most likely to achieve what they are looking to do.

The data mining process and analysis from an extensive bank of screened donor samples is subject to multiple patents. The value is primarily in the Micro RX discovery and development platform.

Did you watch the video I posted the link to last year?

Contact is with German Merck who we have the Bavencio collaboration with

Yeah you need to be more specific in your critique.

Otherwise that's a fail

I may take a look Boonco. Gut microbes have been identified as playing a role in dna damage and repair.

An example is the changes in the gene and metagene signatures from the monotherapy trial.