Gordon Stein, CFO of CleanTech Lithium, explains why CTL acquired the 23 Laguna Verde licenses. Watch the video here.
As an accountant i can confidently state LeMajor is absolutely correct and blueandwhite is confused. How do thery calchulate mcap quoted on this page or in the ft. Its simply no of shares in issue times sp. There is no argument
The Brucie Bonus not in the 84p is Covid 19.
The vaccines are not catching up with the rate of mutation (because the virus can incubate and mutate in ways previos pandemics cant. In people on immunosupressant drugs, and uniquely humans transmit it to animals and back again.
And as predicted will go on longer.
Prime treatments have been monoclonal antibodies. half have been banned for use by the FDA this week as innefective, plus you need a hdrip, a hospital bed, and 3 nurses per 24 hours to monitor the patient. aint got the beds or the nurses.
Remdesiver the main other treatment. The research papers say not really effective. but its clocking up sales of $4bn this year just in american hospitals.
IF and its a big IF we get funding and fast tracked to get to market asap. Thats $4bn plus for us.
last 2 years have seen bio deals at a minimum to 10* sales. Max 17* sales. That would be $40Bn mcap.
Whilst it is a side play. IF it comes off it dwarves our other value creators both in size, and time to market.
GLA. Patience pays off sometimes
forgot to attach the POLB paper.
https://pubmed.ncbi.nlm.nih.gov/32161100/
With it appearing in TMs slides as a 737 combo.
Here is the paper from last year (ICR led, so they are still investing time & money in 737 research, Mr Collins & Cherry some of of the authors are ex SAR employees if my brain hasnt rotted). Plus Garrett & Paul Workman (ex head of ICR, so quite high profile research with big names attached) Problem was no available POLB compounds ready for clinic yet.
2. Current conference on DDR on at the moment . Looking at Wee1 (where we can have a combo), PolB (as the paer above), Chk1 (we are the only one in the clinic). Chaired by Merck and Astra. From the looks of it there may now be a POLB ready for trials now. https://ddr-inhibitors-summit.com/ all lining up nicely for 737 progression.
In other news fda has banned use of 2 monoclonal Treatments for c19 today. So our opp is bigger. Also Tims peesentation mentioned POLB as a 737 potential combo for the forst time. This has been researchdd by ICR previously but there were none available. Looks like there may be now. There is a separate ddr conf on at the moment with a segment on polB.
1. We know they dont need to raise and perfectly enough money for over a year.
We know Momo results from SRRA imminent, at which time they will clarify SAR timeline into P2b and assoc milestones.
looks like a classic accumulating stock with no stops to be taken any more cos they already did that and its mostly LTHS now who know the game.
Jeff Bezos joins tycoons pouring billions in new anti-ageing research https://mol.im/a/10425183 via
https://dailym.ai/android
Apologies for the the ****rag link. But joining the big town playboys shortly. Xxxx
Not slow at all lord lucan. I will jot my thought process and dots. He is a mega experienced and succesful biotech investor.
Backed esker who have an unpatentedvtyk2. Raisedc200m which gives us a benchmark.
Altos his new gig just hired Hal Barron who is a huge tyk2 fan. Joining dots .
https://en.m.wikipedia.org/wiki/Richard_Klausner
Very interesting to me.....tyk2. Sepsis. Gates. All lining up in the heavens.
Esker therapeutics. Have a mega financing for tyk2. But no patent. And the backer one mr Klausner . Same backer of altos that hal barron just joined. Since he was on over $10m at gsk i think its getting serious now.
WIP. As an ardent feminist whilst the swedish netball team are nice you have to be more patriotic and inclusive. Check out the england ladies football team. They are quite brilliant and i applaud their success . But check out the referees satin disco shorts. Good grief. I may never leave the house again.
I have had a suspicion. With no evidence at all. But probs because im devious. That in early sar days when they were doing contract research for big pharma, they backpocketed the best molecules. I would have. But they must have more integrity..
Galapagos interesting. As is archageon. Case studies in timing your cash out. No where near peak value yet imho. Still another 30 bag. But interesting case studies. Gla.
Hal Barron very curious and back on the radar. Thanks. Apart from his well documented interest in tyk2. He is joining Altos labs. A billionare funded anti ageing biotech. With 4 offices and the uk one in cambridge. I would suggest parker gets his diary out.
As the resident cassandra. Not saying it will. But it might. Sars and mers c 30% mortality rate . Same family as c19 but but not as transmissable. Yet. Do not **** camels. Do not barbecue pangolins or snakes. Guinea pigs probs best bbq. Not saying it will. But if it does fuse with mers or sars. Very ****ed.
https://respiratory-research.biomedcentral.com/articles/10.1186/s12931-020-01479-w
Nope. But omicron is aberrant variant imho and didnt evolve from earlier apha and delta but evolved in parallel in mice. Jury is a bit out (me too) on what next. Does it disappear ? Do we get a really nasty strain next ? Im in the latter camp but dont know. The toddlers dont have natural immunity from previous infections. Luckily omicron is mild. Watch and see what the data says over the next few and dont **** any camels . Seriously. Xxx
On my pandemic projections. Over a year ago. I said no one really gives a **** until it starts killing the kids. And it is bang on schedule.
https://www.economist.com/graphic-detail/2022/01/17/the-number-of-children-in-american-hospitals-with-covid-19-is-rising-fast
Omicron is an aberrant diversion imho. Gla stay strong xxx
Boring boring research.
Oas-1- gene now highly implicated in c19 severity. Africans highly protected. Mediated by tyk2 yep. Apart from my anecdotal evidence been sick as a dog whilst my bed partner not a sniffle. African genes. 20 years italy.
https://www.sciencealert.com/scientists-identify-specific-gene-variant-that-protects-against-severe-covid-19
So really cant take the SA experience as a precedent. Separately it seems omicron is not a variation on earlier alpha delta etc but evovlved in parallel in mice. China is locking down cities completely. They know **** more about the virus than us. I am acting accordingly. Xxx