Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
the donkey **** of " success is just 2 weeks away", and "an antibody is easy to replace" has pretty much shown the promoters to be either naive in the extreme or pumadumpers. Never coming back with reasoned arguments or even "its an appraisal that might be wrong", but instead trying to secure their own position by throwing insults and arrogance. Hopefully they have now moved on. Maybe over to DDDD (ouch) or EQT (double ouch)
I think the share price could recover quickly with a plan for DX. Maybe not Covid LFD, but something to generate a feeling of a future revenue stream instead of the shrug of the shoulders and a "well what ya gonna do, init" we got from CEO last week. Get some deals done where affimers are used in the field. Otherwise it looks like CEO is just throwing money as ideas without any real business understanding.
Of course TX new could change SP quickly, but timescales are quite long, and not a lot company can do to change those, other than license something out.
we bide our time.
86da, thank you for that answer.
I think a cohort just mean population all meeting certain criteria and in some cases a cohort may just be one sample. But then no one would expect a significant answer from that.
In this case original plan is for each cohort/group to have 3 patients in it before next cohort/group is dosed at higher dosage and in that cohort there would be 3 new subjects. Why then was cohort 1 a population size of 4, was the plan changed?
extremely aware that subject were in serious condition and don't want to be insensitive. Just wondering what 3+3 means, and on interview it said plan was 3+3 and we could take that as read.
depends on frequency of each old variant. My understanding is omnicron has replaced the older variants, so they are less prevalent, and therefore a new mutation less likely to appear based on old variant (function on number of individuals in population). But viable mutations also don't happen equally across the genome.
Omnicron seem to have an advantage over older variants, but yeah if older mutates it might be more adapted to conditions somewhere (see Darwin). That might be detectable or not. But as Omnicron out there, a test would need to detect it as well as any new variant, otherwise Omnicron gains an advantage (like camouflage) and increases in frequency.
linked to why vaccination across the world is important. Lower frequency of occurrence , the less opportunity for mutation to occur, less risk to us all.
this is linked to
???? = heart in bandage emoji (Lse still in the 1990's)
i thought is was a 3+3, why would cohort 1 have 4 patients, or do they mean first 4 patients of phase 1 ?
I guess results were ok either way as they are moving forward.
I really hope the patients responded well ?????
last I heard from xpsirts we were on cohort 3, LFD antibody screening was completed, and we were going to receive an offer of 10 billion within weeks.
Take your spell checker off Hungarian
it was an odd interview. If anyone was using DX in a valuation, then yesterday was a kick in the nadgers.
It's one thing to say " this will take time", and another to say we have licensed affirmers to replace antibodies which is a huge market but we don't think they can generate any money any where soon. He looked defeated, no energy at all about DX. It's been a couple of hard years, and a learning curve.
SP reacting to doubt on the ability of the CEO to make judgement calls about executing a product strategy. Be interesting to see what terms were offered to potential DX partners in the past. Maybe a bit more humility and better terms so others can make money off the back of affimers, might actually bring in more money. Better a small piece of a big cake than talking about owning a whole cake one day. How many DX deals have been done for others to licence.
we have been here before not too long ago. Traders might be having a field day, good on them.
interesting. thanks
Al wouldn't comment on his feeling for status of trail (inappropriate), which is fair enough. Delay seems to be cos of covid wave, again fair enough. No nittty detail but not too much waffle either.
LFD...basically wasn't even mentioned in the recap of upcoming news, and neither was any other DX product line. Shame, but at least it clears the deck for valuation. Think many had already got there. So much for it being a quick and easy route to revenue.
on the whole nothing amazing, but solid enough interview
Is the claimant Microsoft after being associated with his Lordships timelines and his claim to use Excel spreadsheets to produce them ?
thanks for video link. Detailed but worth the time for anyone interested in how results are appraised.
shame this thread got hijacked. agree with OP
PL yeah that would be good feelings all round !
is that reported as public info at end phase 1 ?
thats the nice thing with speadsheets, update a bit of data, and you get a new timeline. Must save hours.
i'm hoping for some update about the direction 2022 will see the acrylic/wool fashion wear will take. Kinda thinking a multi layered, adaptable, mix and match vibe. Al is a trend setter.
other news, nah, cos that would be naughty to share without telling the existing share holders, and god forbid that AIM would allow that, or that Al would treat existing support so poorly.
hi I'll bite
it's pre-cision tech rather than affimers. Pre-cision is a tech that lets components activate in tumours due to higher concentration of FAP. Basically allows close targeting of tumours.
interesting press release although I think the Can.seek tech has some way to go yet.
https://www.pointbiopharma.com/our-products/pipeline
live here. Have to be honest, know more people who are +ve than ever before. Milder symptoms, and most people seem relaxed. No masks in shops etc. Advised to work from home. we get free pcr test delivered/colleccted to door, but they are now taking an age to process.
Sniffle Stick
Whoa was panicing a little there, thought Al had bought a summer cottage in Korea.
Still got the juices running better than a pint mug of mocha coffee.