Håper at vi får en positiv melding til uka BLP.
Måtte sjekke litt nærmere på de ulike samarbeidspartnerne til PCIB på feltet FimaNAc, men det ser ut (etter dobbeltsjekk på Clinical Trials og som forventet) at ingen formelle studier er registrert der.
Dog er det greit å vite at partnerne har andre samarbeide på gang:
BioNTech; Genentech/Roche (FixVac og IVAC Mutanome) som både går på individuell behandling (IVAC) og for mer generelle behandlinger (konserverte og felles egenskaper på ulike krefttyper (FixVac). Dette er RNA - basert.
BioNTech: Bayer AG, samarbeide på veterinærmedisin. Her tipper jeg de jobber med mRNA - basert vaksiner til produksjonsdyr.
eTheRNA - ingen kjente samarbeidspartnere annet enn PCIB siden desember 2016. Nåværende studier baserer seg på mRNA og deres egen leveringsløsning TriMix. Foreløpige studier baserer seg på direkte injisering i lymfeknuter for å aktivere Dendrittiske celler og er ikke pdd ikke kompatibel med PCI. Spørsmålet er om prekliniske studier går videre i den nærmeste fremtid der deres mRNA - plattform kombineres med nettopp PCI. Finner ingen samarbeide med storfarma…
RxI - Partnering med PCIB for deres sd-rxRNA, som er gene knock-out med RNAi (RNA intereference). I dag jobber de i landskapet rundt CAR-T der de ønsker å behandle immunceller i lab før de føres tilbake til den spesifikke pasienten. Samarbeidet med PCIB bør/må gjelde å ta steget videre for å målstyre deres RNAi mot immunceller i kroppen. Ikke helt lett å finne ut om de har noen partnering med Top 10 Farma, men de nevner Novartis for området Adaptive Cell Transfer (ACT) i en presentasjon. Dette feltet er jeg temmelig sikker på gjelder CAR-T.
Det betyr at følgende Top 10 Farma er involvert med PCIB`s samarbeidspartnere:
Novartis (RxI)
Roche/Genentech (BioNThec)
Bayer (BioNTech)
Pfizer (BioNTech)
eTheRNA: ?
Hvis man ekskluderer disse fire storingene (for enkelthets skyld) så kan vi sitte igjen med Top 6 Farma som den ukjente samarbeidspartner for PCIB.
Alternativ fire storinger med kjennskap til PCIB.
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Vi smekker på Bavarian der Johnson&Johnson er involvert. Nr 4 på Top 10 
Edit: Bayer skal ut av min oversikt lenger opp. Dog ingen småttis det heler da…
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BROADENING OUR IMMUNOTHERAPY STRATEGY
“Our current approach relies on stimulation of killer T cells against tumor-associated
antigens supported by checkpoint inhibition”.
http://www.bavarian-nordic.com/media/271772/180816-q2-results-en.pdf
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OUR COLLABORATION WITH JANSSEN
A LONG-TERM VALUE DRIVER
4 license agreements in place
• The combination of Janssen’s AdVac + MVA-BN has demonstrated robust and
sustained immune responses in people
• The synergistic benefit of combining our technology has been key to establishing
collaborations in blockbuster indications
• Equity investments have made JNJ a major shareholder with ownership of 5.77%
MVA-BN Filo (Ebola) - Phase 3 ongoing
MVA-BN HPV - Phase 1 in 2018
PCIB sier under fimaVACC på sine nettsider “Two antigens have been chosen to improve chances of detecting induction of B- and T-cell immune responses (HPV peptides and KLH), and Hiltonol is used as adjuvant (poly-ICLC).”
Bavarian sier “MVA-BN HPV is a new vaccine candidate, designed for Janssen as part of the development of a prime-boost vaccine regimen with Janssen’s AdVac technology”.
MVA-BN HIV - Phase 1 in 2018
MVA-BN HBV
Potential milestone payments of ~$1BN + royalties.
http://www.bavarian-nordic.com/media/271772/180816-q2-results-en.pdf
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I Stuffers analyse så er verdien av fimaNAC satt til 0 kroner, tross for at det er mange utrolig spennende samarbeidsavtaler.
Vi vet jo alle at fimaNAC kan være verdt mye mer enn fimaCHEM og fimaVACC til sammen, og de mange samarbeidsavtalene tyder på at mange tunge aktører er meget interessert i å være med på å utvikle PCI-teknologien sammen med sin egen teknologi. Vi vet også at mRNA er et svært viktig omårde for flere av PCIs partnere.
Synes dagens nyhet om Moderna gir en fin pekepin på interessen for mRNA.
“Massachusetts-based unicorn’s valuation up to around $7.5 billion, and it is now looking for a post-IPO valuation of more than $10 billion, says STAT—which would make it the largest-ever IPO for a biotech.”
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This is Zacks small cap research for RXI pharmaceutical
see pages 15-16 regrading pci biotech collaboration and also MirImmune
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Copy this here
Regarding FimaNAC collaboration with top 10 large pharma,
it seems that PCI Biotech was part of the MEDITRANS project sponsored by EU that took place in the Netherlands between 2007-2011 (EUR 14 839 172 total cost) this project is called Targeted delivery of nanomedicine.
https://cordis.europa.eu/project/rcn/81544_en.html
The interesting thing is that both Merk and Bayer were involved in this project (look at participant list in the link above). and you can read the short final report summary in this link below:
https://cordis.europa.eu/result/rcn/52960_en.html
Quote:
"The objectives of the MEDITRANS project have been:
- to demonstrate the potential of emerging materials (carbon-based nanoparticles) for use as carrier materials in targeted nanomedicines;
- to develop highly effective nanomedicines based on candidate materials (already used in proof-of-concept drug delivery studies in animals) by virtue of improved targeting and drug release properties;
- to promote the entry of nanomedicines based on established materials into industrial exploitation activities and clinical proof-of-concept studies;
- to develop high-sensitivity imaging probes properly designed for guiding drug delivery processes in vivo;
- to formulate proprietary industrial drug molecules, already established drugs, and DNA- or RNA-based drugs into targeted nanomedicines with well-characterised and optimised physicochemical properties;
- to optimise the targeting efficiency of the nanomedicines under development by in vitro target recognition studies;
- to improve the intracellular targeting of siRNA / pDNA-loaded nanomedicines in cancer and endothelial cells;
- to maximise the drug availability at the target site by means of external physical stimuli that induce drug release from the targeted nanoparticles ‘on demand’;
- to develop targeted nanomedicines from which release of drug/imaging probe is promoted by physiochemical characteristics of the pathological microenvironment;
- to develop imaging procedures for the monitoring of the various steps in the targeted drug delivery process (nanoparticle targeting and accumulation, drug release, local level of drug and of biomarkers in response to therapy) by means of ‘smart’ imaging probes;
- to optimise biodistribution, targeting efficiency, and therapeutic activity of the nanomedicines under development in suitable animal models of rheumatoid arthritis, Crohn’s disease, multiple sclerosis and cancer;
- to assess the toxicological aspects of selected MEDITRANS nanomedicines;
- to enter selected prototype nanomedicines into an industrial exploitation phase to evaluate their potential to be developed into a marketable product;
- to provide training courses, and access to the Galenos-network, provided for consortium scientists, Small and medium-sized enterprises (SMEs), and key stakeholders;
- to provide effective and efficient dissemination, and demonstration, of the project’s results across Europe."
Also see MEDITRANS- Results in Brief from the EU page
https://cordis.europa.eu/result/rcn/89755_en.html
Pci biotech was part of work package 5 (WP5) and 9(WP9)and below you ll find the full final report for the project where there are many references to pci biotech
2011-12-08 26668 1231694 P4 PUBLISHABLE FINAL ACTIVITY REPORT.pdf (7,5 MB)
for example
page 21
“Brief description of methodologies and approaches employed
The main techniques used are flow cytometry (cellular uptake, determination of endocytic pathways, determination of biological activity), Fluorescence Correlation Spectroscopy (siRNA loading in nanogels, nanogel stability in blood, pDNA stability and pDNA complexation), Single Particle Tracking(dual-color colocalization studies for the endocytic ‘fingerprinting’, following pDNA complexation and dissociation of pDNA from the carrier, following pDNA degradation in buffer and following pDNA protection when complexed to certain gene delivery vehicles).
Photochemical internalisation (PCI) is used to elucidate the effect of an enhanced endosomal escape on the biological activity of nanogels or to enhance the contrast of magnetic resonance imaging”
Now, why am I bringing this up?
Both Merk and Bayer are top 10 large pharma and they both have interacted with pci biotech from 2007 to 2011 through out the MEDITRANS project where FimaNAC was used for the active targeting approach.
I believe they both have deep knowledge of the technology and one of them is likely to be our top 10 pharma partner in the collaboration agreement. although that if you read in the final report that Merck dropped out from the project due to challenges with organisational restructuring/aquiring a company bla bla
I havent digged into a company before like I did for pci biotech, every day I learn something new and I haven’t been any closer to the top 10 pharma name like I feel today. So I am dropping my AstraZeneca theory for now and probably go for Bayer or Merk (to a less extent 
).
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Nei. Hvorfor skal man gjemme inn en interessant vinkling om PCIB og mRNA i en mye større tråd hvor man ikke finner noen ting?
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StockDZ
Merck kan være en god mulighet, som du kan se av min post lengere oppe, så leter Merck etter en transport teknologi.
Det at Merck leter er interessant i seg selv, fordi Big Pharma bruker ca 500 mio USD på egen transport teknologi, og hvist de er “tilfreds med det de har” så er de ikke særlig åpen for andet.
Merck er åpenbart ikke tilfreds med det de har og leter, derfor kan Merck være et godt alternativ.
Det neste som er interessant er at Pcib på Q2 presentasjonen hadde dette med.
Her er det tydlig at med alle de samarbeider som Pcib har så jobber de med DNA/RNA i forskjellige utgaver samt CRISPER. Men hvem jobber med hva?
RXI-----------------RNA
BioNtec-----------RNA/DNA
Eterna-------------RNA
IMV----------------RNA/DNA, Immunterapi, Partner med Merck
BAVA--------------RNA, Peptider
Vores top 10-----??? (CRISPER)
Hvorfor skulle Pcib nevne CRISPER i sin slide, hvis ikke det var fordi en av samarbeidspartnerene jobbet med dette?
Det får meg til å tro at våres top 10 jobber med CRISPR teknologien, og hvist det er riktig og det blir offentlig, så kan man glemme de to ciftede kurser. 
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The future of CRISPR/Cas9
The rapid progress in developing Cas9 into a set of tools for cell and molecular biology research has been remarkable, likely due to the simplicity, high efficiency and versatility of the system. Of the designer nuclease systems currently ava
ilable for precision genome engineering, the CRISPR/Cas system is by far the most user friendly. It is now also clear that Cas9’s potential reaches beyond DNA cleavage, and its usefulness for genome locus-specific recruitment of proteins will likely only be limited by our imagination.
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ser man på tilbake på Quarterly presentations så ser jeg at smarbeidet med top10 large pharma gikk fra Evaluate synergistic effects between companies’ technologies fra
Initiated Q3 2015 frem til og med Q1 2017
til Collaboration extended and expanded to in vivo studies ved Q2 2017
Hvis vi tenker at denne Top10 large pharma er Merck og de ser gode resultater med PCIB sin leveringsteknologi i sine In vivo studies, kan det tenkes at de da går til sin partner IMV og sier at dere oxo bør se på hva FimaNac teknologien kan gjøre for dere. 
IMV Collaboration initiated 2Q 2018
- A listed Canadian clinical stage immunotherapy biotech
- Multiple clinical-stage programmes in cancer and infectious diseases
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PCIB har meldt om strong respons , og brukte ordene hos “several”. om fimaNac.
Dette maa bety at flere av vaare fimaNac-samarbeidspartnere opplever en positiv effekt ved bruk av vaar leveringsteknologi. Og som flere har vist over, kan dette fort skape interesse fra hele BP listen ved funksjon. Lederen for RxI, uttalte en gang at vaar leveringsteknologi vill bli significant for deres bransje…
Det gjenstaar selvfeoelgelig og se, men det begynner og lukte fugl. For baade Biontech, 'RxI og vaar ukjente topp 10 BP partner, naermer seg klinisk fase med stormskritt. Anytime naa faktisk. Og skulle de ta skrittet videre, vil hele pharma verdenen foelge noey med…
Og hva mener PW med Strongs respons? At det fungerer? Han maa noedvendigvis ha mottatt positive signaler fra vaare fimaNac-samarbeidspartnere for og uttale noe slik.! . Og gjoer det det, kan vil fort bli hottere enn hottest i BP’s oeyne. I saafall vil milliardene sitte loest…veldig loest…
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Key Players for Global Nucleic Acid-based Therapeutics Market:
Some of the key players in this market are: Wave Life Sciences Ltd., Copernicus Therapeutics Inc., Imugene, Caperna, Phylogica, Protagonist Therapeutics, Benitec Biopharma, EGEN (Expression Genetics), Benitec Biopharma, BioMedica (Oxford BioMedica), Transgene and others.
https://www.marketresearchfuture.com/reports/nucleic-acid-based-therapeutics-market-2978
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@FiloD thanks for your input, the point is that we have managed to prove that our technology is visible to big pharma namely to Merk and Bayer with FimaNac through MEDITRANS project, to Johnson&Johnson through the new Bavarian agreement and the co-sponsorship of a American society of Photobiology ASP together with pci biotech, in addition to AstraZeneca through our board member Prof Huber with his past experiences as Worldwide Director of Discovery Medicine; Oncology and Infection, Worldwide Clinical Head of Early Phase Oncology, Also Global VP of Early Clinical Development, and finally our undisclosed top 10 big pharma collaboration which could be one of the above or with someone else.
This at least shows that Pci technology platform can attract attention which will soon or later be transformed to business opportunities.
It will be nice of you or @Snoeffelen and at your own capacity of course to shed some light on the MEDTRANS project if you could manage to pull any valuable information from the final report I posted yesterday (if possible)
Thanks again
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7.3.3 The need for a good delivery system
One of the main challenges of RNA therapeutics is the ability to be transported into target areas on a cellular level. The success of therapeutic use of RNA therapeutics relies on the development of safe and efficaciou delivery systems that introduce RNA therapeutics into target cells. PCI Biotech’s fimaNAc drug delivery technology has the potential to address this issue.
7.3.4 Market potential
Research on RNA therapeutics was first initiated in 2002-2005, and in that past decade RNAi-focused biotech companies saw great financial volatility due to perceived difficulties as moving the field forward which was mostly due to the difficulties of cellular delivery of the RNA molecules. Recently however, new technologies have been introduced and new companies have emerged while at the same time a link has been established between immuno-oncology and RNA therapeutics development in oncology, leading to an increase in investment and deals in the field. Although, as of today there are still no approved therapies, technologies aimed at improving the delivery of these molecules will play a critical role in the future success of this market.
fimaNAc is well positioned to capture a significant part of the RNA Therapeutics delivery market as
demonstrated by the partnering activities of PCI Biotech in this field. Research firm Allied Market Research forecasts that RNA-based therapies will generate revenues amounting to USD 1.2bn by 2020, and that oncology will become the largest segment of the RNA-based treatments33. PCI Biotech’s fimaNAc strategy is two-pronged: collaborate with biotech or pharmaceutical companies having difficulties with their clinical stage RNA-based product in a rescue-type scenario and develop long-term relationship with companies developing early stage innovative RNA-based technology.
http://publish.fondsfinans.no/corporate/PCI_biotech_prospectus.pdf
Må bare trekke frem dette utsagnet fordi det er vel akkurat dette IMV driver med slik jeg har forstått det. Så Pcib har lest markedet bra for 2 år siden, og fått IMV med her(samrabeider med Merck) : ‘‘Recently however, new technologies have been introduced and new companies have emerged while at the same time a link has been established between immuno-oncology and RNA therapeutics development in oncology, leading to an increase in investment and deals in the field.’’
Og dette er et svært felt, så det er spennende at Pcib er med på samarbeidsiden her.
https://ir.imv-inc.com/static-files/f6c5d13e-2189-4c03-8bf8-33f3fb6653d5
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‘‘fimaNAc is well positioned to capture a significant part of the RNA Therapeutics delivery market as demonstrated by the partnering activities of PCI Biotech in this field.’’
Og denne delene av Pcib er verdsatt til kr 0…
7.3.4 Market potential
Research on RNA therapeutics was first initiated in 2002-2005, and in that past decade RNAi-focused biotech companies saw great financial volatility due to perceived difficulties in moving the field forward, which was mostly due to the difficulties of cellular delivery of the RNA molecules. Recently however, new technologies have been introduced and new companies have emerged while at the same time a link has been established between immuno-oncology and RNA therapeutics development in oncology, leading to an increase in investment and deals in the field. Although, as of today there are still no approved therapies, technologies aimed at improving the delivery of these molecules will play a critical role in the future success of this market. fimaNAc is well positioned to capture a significant part of the RNA Therapeutics delivery market as demonstrated by the partnering activities of PCI Biotech in this field. Research firm Allied Market Research forecasts that RNA-based therapies will generate revenues amounting to USD 1.2 billion by 2020, and that oncology will become the largest segment of the RNA-based treatments21. PCI Biotech’s fimaNAc strategy is two-pronged: collaborate with biotech or pharmaceutical companies having difficulties with their clinical stage RNA-based product in a rescue-type scenario and develop long-term relationship with companies developing early stage innovative RNA-based technology.
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Is this a potential fimanac competitor? Interesting video!
https://www.evoxtherapeutics.com
Presentation:
Also see below who is investing into this and big pharma interest !
Hope @FiloD or @Snoeffelen can comment on this
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