Member Info for Scinv_temp

Forgot the link

https://www.***************************/hvivo-chairman-cathal-friel-shares-his-thoughts-on-13.6m-contract/4121090045

This is how it looks like when one sends their comment via text message, while driving.
Sigh...

Noel, yes exactly. Next comes the validation stage, animal models etc. In addition, for a partner to make money from an existing drug which isn't theirs (I assume the drugs they tested are off patent also) they need to get protection from competition for a few years (orphan drug or similar status) and for that to happen they need to prove to regulatory authorities how the drug works in a particular condition, that it is safe for that condition and that is efficacious for that condition. That means labwork, animal models and then clinical trials. And for a good reaaon, even if it's just a handful of targets they need to setup experiments to see that the AI (or human) driven hypothesis has merit and choose the drug that is most likely to work before commiting to clinical trials. That is all good and established way to approach a target but it isn't going to happen in a year. I would guess at least couple of years before they start any trials and that is if they find good evidemce that one of these targets would actually work.

Another implication of this is that they would need to take the orphan drug path, though this would be the (future) partner's job. Nothing wrong with that either, but it is additional work.

Noel, that's just not how drug development works.

Nathan, everyone is looking to repurpose existing drugs and there are commercial libraries with 1000s of existing drugs for screening precisely for purpose, we used to do screens like that every other week. In this case it is an in silico screen which means it is very early days. There is nothjng wrong with what poolbeg is doing, it's just that this is more like a normal working day rather than an event that merits an announcement.

For anyone who has ever worked in drug discovery can only chuckle at polb rns about identifiying new targets. Money may be going to polb as someone suggested. Definitely not smart money though.

My guess, based on name and residence in Gibraltar

https://find-and-update.company-information.service.gov.uk/officers/uTb1Uo-KOD4j4i5db99oezkOQfU/appointments

*conventional

https://www.linkedin.com/posts/alexander-mann-b6617012_it-was-great-to-see-at-the-barcelona-ers-activity-6972981333153193985-6rz5

A. Mann post on LinkedIn. Respiratory viruses induce asthma exacerbations in asthmatic patients. Actually this is n't just seen in clinical trials but it is a known issue in asthmatic patients and there have been other (convetional) trials in the past assessing anti virals to prevent asthma exacerbations during the winter months. So this is another area where hvivo can be very relevant.

No RNS . No biggie, just another example of speculation induced minor disappointment.
Head over to HVO board, lse is retiring this one :)
Wishing smooth but also exciting sails under the new name everyone!

I meant Sprinter

Minor point, but I would also like to see how all the other placebos did in the activ 2. Pooling placebos was on the design characteristics of activ 2 anyway, even though iirc sng placebo was not pooled in the final protocol. Still would be interesting to see though

*timely

Thanks Doc. I cautioned in a tinely manner that this together with the fact that their overall strategy was all or nothing meant trouble. They should have gone for a smaller more focused and higher confidence in terms of efficacy population (the IFN deficiency was known to the company before covid as it has been shown in the past with other viruses), they chose conceit instead.

It is a pity that shortly before inclusion in activ 2 RM wanted to save the world and was touting millions of doses in preparation while it turned out the trial for sng was delayed and with only limited number of sites at least in the first few months due to (un)availability of the materials needed.

Not if it is pre planned and the timing determined months in advance

Lmao. You mean you still don't get that my point is that it does not apply to this company, at this stage with the amount of cash they have? Come on moni, we ha e discussed this before, extensively.

It seems to me you are the one who wants to exit moni ;) as far as I can tell it would only be useful to take advantage of the temporary spike to exit/reduce. Hopefully that's not what the board has in mind.

If that did not signal to me that they don't really expect much growth then I would not reduce. It is the fact, if happened, that would be both the signal and subsequently the opportunity. If tomorrow the sp doubled because they announced a couple of very large contracts/deals, I would not sell a single share. Even if they put £10 million towards buybacks, that's what? 13? And then less funds to expand if needed. Even if temporarily the sp increases more than 13% it will still go back to that level absent of orher developments. Then what? Is really worth more than half our cash to get the sp from 9.5 to 10.7?

*investor