The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
The transactions and volume re reminiscent of the rise that we saw prior to the HNWI investment. In essence some people are aware of an imminent transation and are front running the share prior to the rise the rise IMHO.
I have no idea what the transaction is. May be anothr HNWI funding 1802. May be chk1 related. May be TYK2. no idea, just gong to sit back, enjoy any rise and await news which seems imminent IMHO
tyk2 only seems to have 1 side effect. increased susceptibility to herpes virus. fairly minor.
zoonosis. new viruses tended to be once in 10 year events. however competition for land and encoaching in wild animal habitats is making it annual event. we have langha virus is China (from shrews) very nasty. polio back again. Eboola kicked off again, Sars and Mers. so its not just a c19 drug.
fellow long coviders. vit b and D seems to help. Im 2 years off retirement now and fortunate position I can afford to check out of the workforce.
Keep an eye on zentalis. I think you will get an announcent from them on combo trials before GSK. GLA
looks like PD1 plus chemo not effective in prostate (hot off press today0. we knoe PD1 +chk1 plus chemo is. market potential just doubled for our chk1 plus niraparib due to lack of competition. gsk will now know this and inevitavle imho it will be in the pipelinhttps://www.fiercepharma.com/pharma/mercks-keytruda-losing-streak-fails-once-fda-rejected-liver-cancer-use-and-prostate-cancere.
This is a bit curious to say the least. The FDA broght up in the last 2 months that researh data 20 years ago (on which all the gib boys based their failed research of billions ) subsequently, had actually been faked. They have been targetting the wrong mechanism which partially explains all the clinical trials to date.
If you search (alzheimers tyk2 microglia) you will find plenty of research on an alernative mechansm.
In essence overproduction of interferon, caused by IL23 pathway (tyk2) and IL6 (Jak1). we may be unquely positioned for this. Additionally it now seems you can identify who will get Alzheimers at least 10 years before any symptons, raising the prospect of decades long treatment (extremely lucruative). We already have a standalone patent for MS. I suspect a new standalone one or alzheimers may be a good use use of time.
as I was a little worried sar was 50%through its patent life, i had a look at applied patents on 1801. one was applied for late last year for crystalline forms. great thats 20 years plus on the patent. Interesting a co-inventor works for the Manufaturing Technology Centre based in Liverpool. I suspect thats theCRO
some great research as usual. so. the c79 paper makes note of wee1.
https://www.fiercebiotech.com/biotech/aacr-zentalis-wee1-inhibitor-shows-promise-phase-1-potential-for-combos-down-line
note they already have an agreement with gsk for niraparib combo. may even have a punt on them.
1802- due to small patient population I thin trials will be relatively cheap, with a strong chance of approval after P2. Id do this myself.
1801- sar have limited experience in immune. should licence asap..
Im tending towards licencing rather than a t/o
Reasons i dont post so much
12 years ago i was a lonely voice. Now we have lots of excellent posters who know more than i ever will. Time to pass on the baton
Health not brilliant so availability limited.
Waiting to cash out in 2 years and collect my pension.
Gla.
https://www.globenewswire.com/en/news-release/2021/04/12/2208087/0/en/Zentalis-Pharmaceuticals-Enters-into-Clinical-Collaboration-and-Supply-Agreement-with-GlaxoSmithKline-to-Evaluate-its-Oral-WEE1-Inhibitor-ZN-c3-in-Combination-with-Niraparib-a-PARP.html
I have a suspicion 737 is going to be licenced to these guys.
https://www.news-medical.net/amp/news/20220620/Each-SARS-CoV-2-reinfection-causes-more-severe-disease.aspx
Boring myself with covid tbh. But more severe disease irrespective of vaccination status on reinfection. My local a&e closed now. But im so ****ing bored of this virus now
A bit of weird coincidences. The ape of thoth was the original. Is an ibis. Bizarrely i married a nigerian princess. Yeah right. Turns out i did. Am a prince in edo state nigeria. And the ibis one of 3 holy animals. As weird to.me as to you. Couldnt make it up.