Member Info for Vander

https://www.slcaa.gov.sl/blog/2021/02/22/slcaa-engages-slaa-and-summa-on-fna-expansion/

Still well down- 193 per day last week- approx 1/3rd of normal- some variability but approx flights on 5 days per week at fewer in number- happy to be corrected
At least the latest outbreak of Ebola has been small and confined to guinea- although new information on latent and sexual transmission is concerning

IPVM research- typo

The fda will not publicise individual company discussions

There are wider concerns about the poor diagnostic accuracy of thermal imaging especially in real world settings. Unscrupulous companies have altered the software settings which ‘normalise’ temperature readings and are using them for multi-person readings in passing crowds eg at NFL stadiums

The recent fda warning letters were prompted by ipomoea research highlighting in judicious use of cameras may pose a public health concern

https://www.google.co.uk/amp/s/www.washingtonpost.com/technology/2021/03/05/fever-scanner-flaws-covid/%3foutputType=amp

https://www.google.co.uk/amp/s/www.washingtonpost.com/technology/2021/03/09/certify-fda-fever-scanner/%3foutputType=amp

Who makes the thermal scanners?Thermavis?
Sale of medical devices in the USA is prohibited without fda approval
What of the us football team and shopping mall sale/contract?
So much for fowler professionalising use of thermal scanners

https://www.google.co.uk/amp/s/www.independent.co.uk/news/world/americas/us-politics/fda-covid-fever-scanner-b1813136.html%3famp

The WG 520 and WG 620 are offered for sale in the United States without marketing approval, clearance, or authorization from FDA. Accordingly, your products are adulterated under section 501(f)(1)(B) of the Act, 21 U.S.C. § 351(f)(1)(B), because your firm does not have approved applications for premarket approval (PMA) in effect pursuant to section 515(a) of the Act, 21 U.S.C. § 360e(a), or approved applications for an investigational device exemption (IDE) under section 520(g) of the Act, 21 U.S.C. § 360j(g). Your products are also misbranded under section 502(o) the Act, 21 U.S.C. § 352(o), because your firm did not notify the agency of its intent to introduce these products into interstate commerce for commercial distribution as required by section 510(k) of the Act, 21 U.S.C. § 360(k).

Interestingly the WSG website states that the main advantage of these products is that they are FDA registered- easy mistake to make???

Inaccurate overstatement of their product

Not a surprise

In 2012 fowler really made a huge difference- he promised to make us all rich beyond our wildest dreams- all we had to do was trust him

Now his updates are really dull- but more humble and truthful- a bit like the Highway Rat

Btw the £1-2 m per year is the amount paid by AZ to its NP partners eg starpharma and the placing amounts raised by N4p themselves to develop nuvec

My posts were triggered by some on here not seeming to know what they are investing in

Apologies- I will give it a rest

From a valuation perspective depends on:
Likelihood of ultimately achieving a licensed product and market share dependent on competition eg LNPs/cargo eg dna plasmid/indication eg cancer
Also time scale (5-10yrs)
In the near term the main driver is likelihood of commercial collaborator (1-5years)
This will need funds £1-2m per year - paid by partner or dilution

Current MCap £16m
Arbutus biopharma current worth 368 usd- has licensed LNP
Chance of success from small animal studies to licensed product? (Industry wide= 1 in 20)

To develop this in small animal studies they need £1-2 million per year
They need scientific guidance through collaborations- clinical, manufacture, regulatory input.
A commercial collaborator could provide £1-2 million pa, a plasmid to deliver, and confidence that this will progress even though it likely take 5-10 years before a licensed product is achieved

1 in 20 products succeed in progressing from basic science studies through human trials to final commercial licensing.

Nuvec’ success will not also be in isolation- the field of mesoporous silica nanoparticles needs to move from universities into pharma

Leicester this is a good summary

What are the main outcomes expected, and what is the commercial comparator?

What is needed to allow the next step to a definite target with a definite cargo using a definite formulation of mass produced subcutaneous nuvec (plus PEI)?

Yes the bright green and white plastic panels were Stuart’s idea

You are right aiming- this could easily go to 5 or 6p -
Btw what sort of cladding covers bumbly towers?

Mayes- the long term trader

Research indicates airport security is in the doldrums and will continue to be so until 2023

Fowler does not have a magic wand

Leister it’s good to give Scientific context to nuvec- It’s progress relative to other delivery systems, mesoporous silica nanoparticles In general and the need for other routes of administration Eg for c19

Nigel will need to focus on c19 plasmid/ vaccine oral delivery or Subcutaneous cancer treatments. A realistic deal with a partner needs a specific dna/siRNA to deliver for a specific condition
At present they have access to the c19 plasmid so that will likely take precedence.
What is needed is for another company to progress the most promising MSN delivering the simplest drug for the simplest condition in order to help prove tolerability and safety, starting with large animals- all of them are still at the small animal stage. All MSNs are stuck in the same boat as nuvec at the minute but it is a rapidly evolving field

https://www.dovepress.com/short-term-oral-administration-of-mesoporous-silica-nanoparticles-pote-peer-reviewed-article-IJN#