Member Info for Will42

As I suggested previously, it was all over the twitter crowd but they moved on to 88E by the looks of things. The company has a decent future but the rampers are gone for now.

From a dull scientific viewpoint:

The active ingredient isn't new (and is a protein we all have anyway) but the delivery device and site are so the risk of the drug failing for safety signals is low. Since the disease profile is quite extreme for the use its intended then unless the trial is likely to be positive to some degree (oncology is another area, if the patient is almost dead and lives 6 months more then its a success).

Not sure what the final market would be now though unless a deadlier variant comes out (maybe this one can be called Megatron or something) then this would be in strong demand.

That's the risks and potential outcomes I think.

Just an observation, COPL is being pushed on Twitter right now and I can see it staying volatile for a while. I've a feeling that some of the more "active" fintwits bought at 29.5 and want to see it run to 60. Some of the price targets being mentioned are 10 x what it is today; while I don't disagree it might get to £1.20 to £1.50, it would take a while to get there and some significant oil to be pumped. I'm just wondering if oil isn't the only thing being pumped...

I wish.... I was under water for quite a while and the Vox markets 20 for 20 inclusion started it moving. Then this came along to get me all the way back and more. From my trade review I think I captured about 60% of the move up and I'm good with that.

My reason for selling was not the oil, the board or anything like that. I saw a few large trades going through during yesterday and today that were clearly sales into strength. The 10% jump at the end caught me out but it could just have easily been a 10% capitulation like yesterday. I'm now 50% in cash in my various accounts and feeling more in control to move as I see fit which is a stark contrast from 2021.

In the ResearchTree paid section

Stupid question.... continuation finish?

I'd be interested to see what John thinks though

For what it's worth.... I sold 2/3 of what I had today to lock profit in then the price jumped 10% higher in the last part of the day!

Twitter is covered in COPL tweets and share charts talking about 40p which always makes me think that this is the share de jour and is being traded heavily by those tweeting.

I've still some in but I have a feeling it's going to get very choppy like BLU, BIDS and any of the other small caps that move violently. Whether it holds onto the gains in the short term is anyone's guess but the RNS was pretty stunning so who knows. I'll be trading the dips around the position I have in so I don't have FOMO (although selling then watching it jump was abit annoying).

well that moved it

Vox markets Zak Mir put it into his 20 to watch in 2022 with a price target of 30p

OK so I can't bring myself to read the BB on COPL. It's like a lot of sugared up toddlers at their first birthday party.

I did my research and analysis to come to the conclusion it would be worth 60 - 80p as if stands with $60/barrel oil prices. I don't expect that to happen in a day, month or even a year but the current placings and lack of info is making me reconsider.

I've a reasonable position and wondering what others make of the fact the CEO is debating with PIs via email. It strikes me as a little odd....

There are other groups working on products that are for multiple strains too. I can't really say much about those though.

The truth with vaccine design if we really knew what to target and get a durable and protective response then there wouldn't be so many people chasing a vaccine. Everything is a good idea until its proven in the clinic and the failure rate is going to be high.

I think there concept is that this part is more likely to be conserved across the strains and so is a broader vaccine. It might work well but its hard to predict.

Peptide vaccines are basically small parts of the protein target. What happens to the spike protein (or any other protein) is that the antigen presenting cells (APCs) take up the protein and chew it up into small immunogenic peptides to elicit the immune response. Peptide based vaccines short cut the process and try to get the APC to present the peptides of interest.

Normally, the peptides are synthetic which makes them easier to produce but the technology can be a little problematic. I don't think there are any approved peptide vaccines yet but there are plenty of peptide vaccines that have shown promise in oncology clinical trials.

This article explains them:

https://pubs.acs.org/doi/10.1021/acs.chemrev.9b00472

A deactivated virus is neither a RNA nor a DNA vaccine.

RNA vaccines work by going into cells and expressing whatever they are encoded to express. The RNA vaccines so far have all been for the spike protein that the virus uses to enter cells. DNA vaccines can do anything an RNA vaccine does but there is some evidence (Inovio mainly) that these can also trigger a cellular response if done right. But both rely on having a clear idea of what prevents illness (correlates of protection is the term) and I don't think there is enough evidence on that yet.

The dead virus also has this (it's on the outside) but also every other possible target with the added benefit that its a large particle. This last part is important because the bodies response to it changes via the cellular system.

These kinda explains it:

https://sites.bu.edu/covid-corps/projects/science-communication/types-of-vaccines-infographics/
https://www.nature.com/articles/s41563-020-0746-0

If I were a betting man, I think that long term a non-RNA vaccine is needed and it'll end up like influenza with a dominant strain each year. That's not far off what we have seen so far.

PS sorry for crashing this board but it seems to be one of the few places that has the most balanced viewpoints

Hi Bojo,

I work in drug development and can tell you a little about Valenva, maybe even answer your question.

A deactivated virus is the whole COVID virus itself. Deactivation usually means killing and it's an old but proven technology. One thing the RNA vaccines do not do is trigger a cellular (T cell response) which is a more usual way to prevent / kill viral infections. Antibodies generally block the virus entering cells and, if well engineered, can cause something called Phagocytosis where a type of immune cell (a Phagocyte, biologists have weird naming for stuff) kills the virus by engulfing it.

The RNA vaccines are great for a quick vaccine but in the long term a vaccine is needed that can produce a cellular response.

Will42

Double tops? :D

Having seen an old CEO negotiate the biggest deal of his life with his team.... It doesn't matter how many people work there.

Hypothetically, if you have just raised some money in the market to buy a company from its creditors (who are going to be trying to extract whatever value they can) then do you think there is enough time in the day to send out multiple RNS?

At the end of the day, you either believe that this share is undervalued and will turn or you don't. If you think it's not undervalued then move on and if not then hang in with a realistic timeframe and target in mind. I don't like being down on it either but the small cap market has turned down and it's an oil stock with all of the hype around EV and batteries.