Member Info for Vander

This explains the need for the UoA collaboration The good news is that this decision by AZ may be reversible on clarification of brexit plans. Also it was not based on nuvec being ineffective

You make some valid points which suggest not to get involved aim stocks at all or do so with a low percent of PF. Also beware the gamblers fallacy Also involvement is best early on at the beginning of the journey when the share price is low. Some people have done extremely well out of this share. Some on the other hand have been shafted- like me so far Do you think we are at the end of this share’s journey or beginning of a new adventure? NT seems good at growing companies to £30 Mcap not beyond so far.

The ratio of his share options with Allan hey suggests that he is working 2 days per week for N4p and his primary role is with immunoconsulting (listed first on LinkedIn)

Is that enough for the lead on Nuvec?

I have noticed that Andrew Leishman is listed on Linkin as working part time in N4p and also working as director of a company called Immunoconsulting Was this always his working arrangement?

Nuvec is in the vanguard of the 2nd generation of vectors. The problem is not many products are so good that MedImmune will throw money at it ie it’s hardbargaining as chartist alludes to

Oxford biomedica’s commercial partnership with Novartis was not an easy ride. Employed in 2014 to develop viral vector but no manufacturing capacity provided or a long term contract. In 2017their vector was approved in the worlds first cell therapy with Novartis. Now £591m cap and also a new partnership with boehringer for gene therapy

Btw uni of Adelaide/ medical school have quite a good reputation and fits in with our uni of QL patent developers. It benefits them to have a uk partner who can link with eu/uk bodies and uk biotech

Satisfactory rns, if a bit underwhelming
N4p is reliant at present on publically provided facilities eg eu-ncl or funding eg innovate or collaborators eg uni of Adelaide
To make significant money with an industry partner they need to have, or be developing, a trial ready product

It helps that it is a rapidly developing area of medicine which the government are supporting as they believe it will may big dividends in the future

Why 15th October?

Investing at in 20s was a terrible idea in hindsight. I invested on the basis on nuvec and was not aware 80 percent of the value was tied up in a hubristic attempt to improve sildenafil, which Pfizer failed at. The reformulation of the Sartans was an independent issue- you want to avoid fast acting sartans- they would make you fall over. However, the whole thing was thrown out on the first test. A big aspect of my investment was trust in the experienced management, trusting their judgement on sildenafil even though I did not fully understand the underlying technology. The loss of implicit faith that n them is a big factor in theSp drop. They need to Regain trust- not helped by recent trickery with two closely spaced rns

In assessing n4p's future we have 3 sources of evidence to base our opinions
Most important the content of RNS
Second the share price- but as aimchaos reminds us the market may be missing what industry sees. Alternatively the market is telling us that n4p will not get a deal with Medimmune and will have hard graft over the next 12 months
Third we can look at the product/technology and how well management are exploiting/developing it. If we invest in a car company presumably we would be interested in what the car looks like, how it performs, magazine reviews etc

In our case that means reading journal articles ideally reviews. We can watch NT's presentations but they are biased

Below is a link to the abstract/paper Medimmune/innovate made the basis of their collaboration with N4P. Anyone who has any view on whether this bodes well for future Medi deal? I agree maybe its difficult to say
https://pubs.acs.org/doi/full/10.1021/jacs.7b08974

In his Mello 2018 presentation NT described the nuvec particles as like 'rambutan' fruit

The main man at UQ who lead the patent application is Michael (or Chengzhong) Yu.
N4P are the commercial partner referred at the end of this brief article

https://aibn.uq.edu.au/article/2018/03/spikey-nanoparticles-bind-and-protect-dna-delivery-cells

Is this the nuvec patent?
https://patentscope.wipo.int/search/en/detail.jsf?docId=WO2016164987

This is the best recent independent review article on SNPs that I have found, from the Uni of Tokyo, 4 months ago (Ie up to date)
I am not a basic scientist but I can read some/most of it. Its worthwhile reading (or trying to read) if you are an investor/thinking of investing. Anybody recognise the pictures/electron micrographs?

Nano Research
https://doi.org/10.1007/s12274-018-2116-7

Chartist has estimated we will cost £30 m to buy. It would be cheaper to buy an exclusive licence. Also NT does not give the impression that they are on verge of selling out

Before Medimmune commit significant money to us, wouldn’t they want to first see the results of eu-ncl?

what implications does all this have for their work with Medimmune- can that still happen?

Btw they did quite well being accepted . In 2016 and 2017 there were 18 applications- only two succeeded to enter characterisation by eu-ncl This process if completed in a year could bring forward the date of trial start

There is good info on the us-ncl website. The characterisation process takes approx one year. Shorter if some studies already done. Longer if they run into problems. Updates every 3 months. Remember the aim is to ensure quality and safety to get cta for starting clinical trials. The previous aim was to start human trails end 2020, but to get collaborations from 2018 onwards.

I think the value of the news depends on your perspective. Does it mean nuvec will become the industry standard- miles off. Does it mean that it can attract collaborators other than Medimmune- the chances have gone from zero to something better. The chances of me getting my money back and some people multi bagging over the next 3-12 months have increased considerably