Member Info for Vander

Traditionally the good part for the WSG SP is now- the bad bit is the long hard work of implementing the contract and demonstrating profit. That’s presuming the contract is ratified, there is no resurgence of covid and Ebola in DRC, no contract dispute.

As sure as night follows day- interesting that some brazenly rationalise away their claims that alternate funding would be sought to protect LTHs

Which dimwit claimed that funding would come from existing cash and future income?

Fowler and his broker buddies have built a solid position of distrust, painstakingly achieved since 2012

The contracts are positive but the company has never turned a profit and won business with a cost price model, over stretched financial resources, in countries, such as DRC where other companies fear to tread. DRC will not be as easy as SL

Of course long term traders want to see the profit numbers- not broker bull

Fowler has changed from hopelessly incompetent promises of huge contracts to delivering more realistic smaller successes. He is signposting the likely revenues and imminent placings

Nuvec will have to be tailored precisely for its cargo- - size, charge, linkers all optimised accordingly, with knock on effects on monodispersity.

It has to focus on one modality ie dna plasmid- great if it can load, protect, transfect and facilitate transcription of large genes, but this will need more years of development. MRNA is exciting but unrealistic given the broad field of competitors now in place, each with teams of scientists and lots of investment dollars.

Nuvec’s spikes were tested with dna plasmid and chosen empirically- it was the best of three surface morphologies tested at UQ (rambutan spikes won)

Evotec is a CRO
There are lots of gene therapy companies, including the list below- 4 in the Uk

https://www.medicalstartups.org/top/genetherapy/

These also help make valuation comparisons
Delivery of large (DNA) is v different to c19 dna plasmid - nuvec needs to find its niche

Traders love the share- and in the past Nigel encouraged it- tried to create a buzz with frequent updates - it wasn’t sensible- too much volatility - investment in early biotech is usually a marathon- not a sprint- and as much dependent on management as the science

The main challenge is producing nuvec at large scale without aggregation and therefore retaining efficacy. Until then the Collaborations will stay small scale lab experiments

There are some things in life that you cannot attach a monetary value to. When fowler looks back on his career this will be right up there. I think I will probably cry when he picks up the award

Does the queens award come as a medal or a scroll?

I am more interested in attending this

The award will be formally presented by the Lord Lieutenant for Northamptonshire on behalf of Her Majesty the Queen, at a ceremony on Friday, 30 July

Fowler is working hard on getting various MSCs ‘over the line’. For confidentiality reasons he cannot share specific locations- there are at least 21 in the pipeline, some contracts (at the request of the client) are unilaterally signed. Stuart, the forthcoming CEO, and Joanna, share his extraordinary passion and will ensure they are rewarded

Access to different dna plasmid essential
An in house scientist
Current results from evotec carefully avoided but await optimised nanomerics version

Nigel is good at communicating and in the past did so excessively resulting in SP volatility and attracted a trading mentality. There is much more confidence in nucleic acid therapeutics lending stability- no need for frequent rns

The downside is a dull BB, lack of SP excitement and dysclarity of how well nuvec is being developed- more so given that it is detached from its UQ roots -all outsourced- no in house scientists/ lab space- no peer reviewed journal publications to inform- only Nigel’s promotional material- which lacks true context and objectivity (understandably)

Fowler reminds me of the wizard of oz.
Bellowed claims of a world leading inspirational security company- however pull back the curtain and there is a pompous midget with a loudspeaker.

Why are the ramping squad here? They have presided over a savage share price depreciation over the past few ...years. Their advice and wisdom has been insightless at best and repeatedly dishonest at worst

Interesting article leister

Here is some more on the Sartbaeva group- using silica to preserve protein/ adenovirus virus based vaccines as a powder which can be reconstituted
Needs a company backer

https://www.chemistryworld.com/news/university-teams-silica-coats-stop-vaccines-spoiling-at-room-temperature/4013348.article

The Sierra queen is in the eastern Mediterranean-maybe it could help

Fowler need to be flushed out, to address this with SH

The SLAA want a collaborative relationship with the summa group moving forward- avoiding duplication of resources and meeting icao standards- with input provided from their technical team and consultation with ‘other service providers

Summa want maximum return on their large investment and have been given control of the project site following award of the government contract. SLCAA acknowledge this but want some oversight- they have power of certification