Stupid RRer thoughts: 1) Quiet period: Mea
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Posted On: 02/05/2021 9:50:06 PM
Stupid RRer thoughts:
1) Quiet period:
Means we are actively engaged with the SEC for the pathway to be listed...and more importantly, SEC is actively engaged with NGIO. This indicates we are close to receiving the effective notice needed to register the stock and get us listed. GNBT remaining quiet is a tip of the cap to the SEC process, whether we like it or not.
2) The II-key vaccine work:
We have a vaccine, now we are checking to see if it is a "complete vaccine" from a memory perspective. That will be known in 7 - 10 days. That work is being done at the request of the FDA. The FDA is therefore obviously aware of GNBT's pursuit, and is actively engaged.
The doctors are very confident that the results we are waiting for will be similar to those observed previously (I think it was said 2 or 3 times). The results seen previously are very good indicating the team thinks the near future results will also be very good (thanks RJS for translating RP's discussion - it sounded positive, but to me, it also sounded like it was a foreign language).
We have a booster - regardless of whether the vaccine is complete or not, the work to date can be used as a booster for the existing PFE, Mod and J&J vaccines. My take is that if the memory aspect fails, the targeted neutralizing antibody aspect is already a success, making the GNBT solution better than any existing wide spectrum vaccines that have been developed.
We have a therapeutic. Monoclonal (yes? no? made up word?) antibody (like remdesivir, if I understand the term correctly). So we can vaccinate those that haven't been exposed, improve vaccines from other companies, and if I understand the terminology, treat those that have caught the virus to help them get well. Can any other company say they have those three aspects covered?
Our vaccine uses a sniper rifle instead of a shotgun. The sniper rifle can be used against the main virus, and can be readily modified to hit variants.
The vaccine/booster can be quickly produced in mass quantities and does not need refrigeration for shipping.
We have multiple deals with China (for vaccine and many other aspects of GNBT work) and Malaysia, and we have funding from Malaysia for the vaccine development work in the US. China will do most of the trials in China, and they are expected to expedite those trials so maybe we can piggy back off those results if the protocols meet FDA standards.
If I have misunderstood or misstated any of this, RJS, Doc or any number of other sharp folks on this board will and should correct me.
Finally, I'm not worried about the pps - with that last minute run up on Thursday, it was painfully obvious that there was likely to be selling today unless Joe reported they had SEC effective notice for the registration of the NGIO shares. It seemed to me any update re: just the science or the progression of the development would be met with selling. I hoped it would be less than 25%, but it is what it is and there is no way GNBT could control it.
I expect that next week we will see a small rebound - maybe not back to $.60 but maybe low $.50s. Either way, as the future results come in, the trials begin and the spin off proceeds, the pps should advance. How fast and how far is currently just a guess.
GNBT is not going bankrupt, and will have complete vaccine results in a couple of weeks - which are EXPECTED to be excellent. That is the lead; the rest is the backstory. While the technical issues with the CC affected getting the message out, the message is still damn good.
1) Quiet period:
Means we are actively engaged with the SEC for the pathway to be listed...and more importantly, SEC is actively engaged with NGIO. This indicates we are close to receiving the effective notice needed to register the stock and get us listed. GNBT remaining quiet is a tip of the cap to the SEC process, whether we like it or not.
2) The II-key vaccine work:
We have a vaccine, now we are checking to see if it is a "complete vaccine" from a memory perspective. That will be known in 7 - 10 days. That work is being done at the request of the FDA. The FDA is therefore obviously aware of GNBT's pursuit, and is actively engaged.
The doctors are very confident that the results we are waiting for will be similar to those observed previously (I think it was said 2 or 3 times). The results seen previously are very good indicating the team thinks the near future results will also be very good (thanks RJS for translating RP's discussion - it sounded positive, but to me, it also sounded like it was a foreign language).
We have a booster - regardless of whether the vaccine is complete or not, the work to date can be used as a booster for the existing PFE, Mod and J&J vaccines. My take is that if the memory aspect fails, the targeted neutralizing antibody aspect is already a success, making the GNBT solution better than any existing wide spectrum vaccines that have been developed.
We have a therapeutic. Monoclonal (yes? no? made up word?) antibody (like remdesivir, if I understand the term correctly). So we can vaccinate those that haven't been exposed, improve vaccines from other companies, and if I understand the terminology, treat those that have caught the virus to help them get well. Can any other company say they have those three aspects covered?
Our vaccine uses a sniper rifle instead of a shotgun. The sniper rifle can be used against the main virus, and can be readily modified to hit variants.
The vaccine/booster can be quickly produced in mass quantities and does not need refrigeration for shipping.
We have multiple deals with China (for vaccine and many other aspects of GNBT work) and Malaysia, and we have funding from Malaysia for the vaccine development work in the US. China will do most of the trials in China, and they are expected to expedite those trials so maybe we can piggy back off those results if the protocols meet FDA standards.
If I have misunderstood or misstated any of this, RJS, Doc or any number of other sharp folks on this board will and should correct me.
Finally, I'm not worried about the pps - with that last minute run up on Thursday, it was painfully obvious that there was likely to be selling today unless Joe reported they had SEC effective notice for the registration of the NGIO shares. It seemed to me any update re: just the science or the progression of the development would be met with selling. I hoped it would be less than 25%, but it is what it is and there is no way GNBT could control it.
I expect that next week we will see a small rebound - maybe not back to $.60 but maybe low $.50s. Either way, as the future results come in, the trials begin and the spin off proceeds, the pps should advance. How fast and how far is currently just a guess.
GNBT is not going bankrupt, and will have complete vaccine results in a couple of weeks - which are EXPECTED to be excellent. That is the lead; the rest is the backstory. While the technical issues with the CC affected getting the message out, the message is still damn good.
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