Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Had a bit of a digital detox over xmas. Combined with another c19 dose. But very mild this time just going to the loo every 10 mins. Better now.
Tyk2. Pfizer spun out its tyk2 jak1s to another company in nov. Personally from my delving it has a substantial amount of jak2 and more jak1 than ours. So with the jak class warnings probs didnt want the risk. All in the tweaking of the balance between the jaks but i believe we are in a good place. Tyk2 has no side effects and we have a very small amount of jak1 (more effective than a pure tyk2). And virtually none jak2/3 which have the black box warnings.
Have to trust tim and john tweaked it right but i do.
Interestingly pfizer went down the salt route too that resolved solubility issues.
C19. Looks like the omnicron variant may have come from mice. Reverse zooonosis again.
Super new year all.
New variant out. Covid and influenza. I have warned for nearly a year around the risks of reverse zoonisis and viral recombination. Sars and mers endemic in camels (and god knows what else). So pls dont **** any camels. And for those in surrey discourage the kids from llama parties. Next gen covid arrived. Mers and covid combination would be the new black death. Similar viral family.
https://www.india.com/news/world/israel-detects-first-case-of-florona-double-infection-of-covid-19-and-influenza-nachman-ash-5165516/
Im on scheckler side of the fence. But i am a cassandra. And not middle east or african ( wasp with exotic tastes). But israeli news is on the ****ing money usually. Diverse and educated. Happy new year. Vaxxed and waxxed personally xxxx
https://www.haaretz.com/israel-news/israel-system-collapse-army-covid-warns-omicron-threat-1.10503189
Scheckler. Agree. Personally dont give a toss about consolidation. Grumbling has become unreal and everyone who has beenhere more than a year has made ****loads.
My educated gamblers nose is its a precursor to a US listing. Which will smooth the path to us govt money. Its just easier to direct funds to a US based company.
https://endpts.com/barda-looks-to-get-the-jump-on-next-pandemic-with-vc-arm-targeting-transformative-tech/
That is my hunch. And bring it on. The cia equivalent vc fund in-q-tel brings in 16 times private capital to its early investments. V relaxed about a consol. Far more interested in the momo data from sierra in feb. Far bigger driver of our sp short term.
New cases through the roof globally. Wait for the market to catch up as i have patiently advised for the last few. It will. Pour a large rum and coke. Roll an enormous spliff and chill. Hold your position. Xxxx
https://youtu.be/9L4B2JmQQVY
Im a bit clueless on momo and going to be odd with data in feb i think.
1. Its a huge **** up. Subsequent fire sale and get 737 back for peanuts (actually my view. But dont know. But years of biotech makes me v cynical)
2. Good data. Raise off the back and plough into trials.
3. Srra goes up for sale. And gilead or amgen buys them.
Its one of those gambling odds things. Dont know the outcome. Suspect srra and sar are both covering the potential outcomes. As a betting man i think momo will be a duck up. A deep dive into data will be problematic (its failed a p3 once already) plus executive leavers and history of value destruction. But happy to be surprised.
https://youtu.be/CFQxiL8ElZA
The rates have gone up after the unfortunate incident on the tottenham court road.
I posted this 18 months ago
https://www.ncbi.nlm.nih.gov/pmc/articles/PMC3734171/
Its a bit like fractals. Hisytory doesnt repeat. But there are echoes. Have a very good read
There is big money when they catch up. And i dod post 18 months ago . Gla
1918 influenza playbook kids dont have immunity.
https://abc7.com/covid-in-kids-california-omicron-vaccine-variant/11395307/
https://www.cnn.com/2021/12/27/health/covid-kids-hospitals/index.html
I did tell you over a year ago. Its coming for the kids. May be arrogant. Apologise for that.. humility mixed with caviar. But i did. And quids in ;))))
Antivirals very bad. Treatments good. Longer read but informative. Antivirals encourage mutations. Oh to be a year ahead of the money (again)
https://newatlas.com/health-wellbeing/fda-merck-coronavirus-molnupiravir-mutation-variant-side-effect/
Top of my head mid 20%. Faces will have changed. Personally i have no objection to what they are doing at the moment. Most aim shares are **** and go bust which is why they consol. Doesnt seem to be the case here so another purpose in mind. In the long grass of my mind i have a wish fulfillment of getting 737 back when momo results ****.up in february. But that really is dreaming. But sar dont need cash. There is something illogical about it all at the moment.
https://twitter.com/birdsarentreal/status/1241510417446449152?t=uCA9WZUx2DpxnIm-gglGRA&s=19 sums it up.more than i ever could.
Heres the money.
https://www.phe.gov/about/barda/Pages/Doing-Business-with-BARDA.aspx
Have a rummage. Not only fund research. They stockpile drugs pre approval. If they are not in negotiations already sar and barda are both negligent. Agm statement "other equivalent routes". Agile uk not the only game in town and not the biggest for money.
SRI international. California. Grant funding feom department of defence USA. Crystalline formulation. US guys. Barda and darpa biodefence grants and contracts. USA. Even the gates have a preference for USA grants and investments. Srra US listed. There would be a logic to it.
Im sort ofmusing that a US listing is on the cards. The hnwi probs are. Global pharma mostly are. Got enough cash for the forseeable so no.obvs need for a consol. Only thought of it as had a few summit shares that got delisted in uk last week with a us listing instead. No strong views either way but probs make sense if investors and partners are increasingly american. Just a ponder from me. Nasduq you need to be over a dollar. No strong opnion just musing