Salvarx Share Discussion Threads

[fillipe] 03/8/2018 09:53

Some decently sized buys for SALV going through today.

f

[dexdringle] 23/7/2018 17:23

What a total disgrace !

[fillipe] 23/7/2018 14:22

Delay;



I guess the many folks have not picked up on the above. That's because none of the intermittent trades today is very large, but the drop is 21.45% and my guess is there is more selling to come.

That's unless there has been a lot of leaky baling, price to today's RNS.

f

[fig1] 20/7/2018 12:53

Intensity Therapeutics Inc. ($2million investment, representing 8.5% equity) Intensity Therapeutics Inc. ("Intensity") has been working diligently to find suitable patients in order to test the safety of its lead product, INT230-6 in humans with refractory solid tumors. Intensity announced on 28 February 2018 that it had demonstrated the safety of INT230-6 in the first six patients with ovarian, head and neck, skin, and thyroid cancers who have received INT230-6 injected into tumors which are superficially palpable. This has enabled the study to recruit and treat patients who can receive injections to deep tumors via image guidance. Indeed, the first patient with cholangiocarcinoma has been treated. The study is designed to further examine the safety and utility in a variety of tumor types.

[kristini2] 20/7/2018 12:15

There's some excitement around intensity Ther- what's our holding in that one ?

anyone..

[fillipe] 20/7/2018 10:34

Good broker!

f

[bscuit] 20/7/2018 10:32

While I'm on my computer much of the day my thanks are to the broker who phoned me to alert the 60/66 spread on Monday. It didn't last long and he got me 63 to sell.

[fillipe] 20/7/2018 10:16

Mmmm, it hasn't needed much selling to knock the share price off its perch and even today to drop the best bid to 47p, as I type.

I'll be having a few more here if the fall continues into next week.

f

[kristini2] 18/7/2018 20:14

i've never regretted top slicing an aim stock spiking , they nearly always retrace

[fig1] 18/7/2018 20:06

Impeccable timing Kristini.

[kristini2] 16/7/2018 09:48

i've top sliced and will try to hold the balance LT, this type of position could go 40x over a 10 year period, good luck bcuit

[bscuit] 16/7/2018 09:17

Broker suggestion and in placing, which with subscribed share income tax loss relief limited the downside.

[the stigologist] 16/7/2018 08:50

CEO's Strategic Report

In its third year of operations, SalvaRx has continued to execute on its strategy to grow its pipeline of products and help develop innovative medicines for the treatment of cancer. We have now formed five investments, and have built a pipeline of ten compounds. Intensity Therapeutics, in which we have an 8.5% interest, has its first programme in the clinic and iOx is poised to enter the clinic soon with its lead compound. These represent major milestones that de-risk the programs. A huge amount of effort by the various teams has enabled us to progress our projects to this point.

iOx Therapeutics Limited (56.95% subsidiary undertaking)

iOx Therapeutics Limited ("iOx") has been progressing its two products through preclinical development and manufacturing. IMM60, which is the lead program, is preparing to enter the clinic soon. To enable this initiation of human testing, iOx needs to satisfy the regulators that it can manufacture the product to specification and has the ability to qualify the batches produced to ensure consistency across each dose. Much work has been done to inspect the contract manufacturing facilities that make the active ingredient and the drug product. The team has developed the analytical methods to test the batches of drug that are coming off the production line and it has successfully scaled the manufacturing process. The iOx team believes all the required information will be in place shortly to allow for a regulatory submission this year. This also includes the animal safety study agreed upon by the Medicines and Health Regulatory Agency to enable determination of a safe dose for humans.

In parallel, the PRECIOUS team, a consortium of academic experts from five leading European universities, continues to make progress in the development of our second product, IMM65. IMM65 starts with the above mentioned active ingredient in IMM60 which gets co-formulated with a tumor vaccine (NY-ESO). We have established a process to manufacture these particles for human use and the team is actively managing the workflow to also enable a clinical trial to start next year.

iOx continues to prosecute and progress its patent applications in major markets. Additional patents covering liposomal formulation of its iNKT agonist (US patent 15/253,307, EU patent 2654779) have been issued. After the year end, iOx announced the placement of US$950,000 in the form of a convertible loan in order to fund the near term R&D activities. iOx is actively seeking partners and license opportunities.

Intensity Therapeutics Inc. ($2million investment, representing 8.5% equity)

Intensity Therapeutics Inc. ("Intensity") has been working diligently to find suitable patients in order to test the safety of its lead product, INT230-6 in humans with refractory solid tumors. Intensity announced on 28 February 2018 that it had demonstrated the safety of INT230-6 in the first six patients with ovarian, head and neck, skin, and thyroid cancers who have received INT230-6 injected into tumors which are superficially palpable. This has enabled the study to recruit and treat patients who can receive injections to deep tumors via image guidance. Indeed, the first patient with cholangiocarcinoma has been treated. The study is designed to further examine the safety and utility in a variety of tumor types

[kristini2] 16/7/2018 08:48

i just sold a third at 60.8p- nice

looks solid for more gains though here,

Bsuit, what made you buy in here ?

[bscuit] 16/7/2018 08:46

I took out stake @63 -- spread quoted was wide @60/66

[the stigologist] 13/7/2018 22:53

Where is the resistance ?

[kristini2] 13/7/2018 17:35

i'm hoping to top slice at 80p near term, possibly a tadge optimistic.....

[the stigologist] 13/7/2018 17:23

Blimey.Close to major long term breakout. Could get silly the way it's melted up on news looks like informed buying in a very tight market. Holders are strong hands.

[fig1] 13/7/2018 17:02

Nice end to the week.Fig.

[the stigologist] 12/7/2018 13:38

There was scuttlebut a few years back about the Intensity investment alone being worth potentially 10x the SALV Market Cap

No doubt been significant dilution since then but also substantial progress

Could not see NAV figure in recent accounts but would expect it will be highly conservative and historic given accounting rules for such VC type investments

[kristini2] 12/7/2018 10:49

witness the recent deal involving biogen and another, around dementia and funding-all creating a lot of interest in this sector.......

jim mellon on the money again with his big theme ideas...

[the stigologist] 12/7/2018 10:00

The investor community is also optimistic about this sector with record amounts of venture money flowing into startups this past year. In fact, in February 2018, BMS recorded the largest upfront payment for a license in history. They paid US$3.6 billion for 35% of the profits on Nektar's immunotherapy after seeing data on approximately 40 patients.

[the stigologist] 12/7/2018 09:53

This has mega bag potential though with stakes in private US biotechs

[kristini2] 12/7/2018 09:43

bio sector starting to get a bid and outperform

i'm adding ; syncona nicely moving bio fund

novartis and crispa both mellon tips will move up from here