Dividend

Fimavacc scope is best described in this patent (link below)

Quote
“A vast number of peptide vaccine candidates have been proposed in the literature, for example in the treatment of viral diseases and infections such as AIDS/ HIV infection or influenza, canine parvovirus, bovine leukaemia virus, hepatitis, etc.”

https://patents.google.com/patent/WO2015028575A1/en

Stock DZ,

jeg er fullt ut enig med deg og tenker slik: Styret og ledelsen i Bavarian Nordic har i månedsvis grubla fælt på - og gjort de grundigste undersøkelser - hvordan de skal lykkes med sine produktkandidater innenfor vaksiner. En ny kjempesmell vil fort kunne bety en ny halvering av aksjekursen. Så når de nå har valgt å inngå et samarbeid med PCIB for å lykkes i sitt videre forsknings- og utviklingsarbeid, lover det svært godt for begge parter.

At Bavarian har fått et betydelig - og betryggende - innblikk i sluttresultatet av vaksinestudien, trenger vi ikke tvile på (sjøl om vi/markedet neppe får de komplette og detaljerte resultatene før på tampen av året.) Bavarian har en brei og diversifisert pipeline innenfor vaksineområdet, og nå ønsker de altså å finne ut av om PCI-teknologien "kan være noe for oss". Så sjøl om selskapet har mange bein å stå på, og har betydelige finansielle muskler, har de åpenbart et sterkt ønske om et gjennombrudd med hensyn til å få sine produktkandidater til å virke.

Nextmove!

Since you mentioned Bavarian board, look at this board member; the story tells itself :)

Elizabeth McKee Anderson, MBA
Independent member of the board since 2017. Current term expires in 2019.

Ms. Anderson is an American national, born in 1957.

Positions: Former worldwide vice president Global Strategic Marketing and Market Access, Infectious Diseases and Vaccines for Johnson&Johnson. Member of the board of Huntsworth plc and REVOLUTION Medicines, Inc. and Aro Biotherapeutics Company and a member of the advisory Board of NAXION, Inc. Furthermore, she is a member of the board of trustees of the Bryn Mawr Hospital Foundation and The Wistar Institute. Principal of PureSight Advisory, LLC.

Special competences: Extensive strategic, operational and international experience within the pharmaceutical industry.

Stock DZ,

that woman has no doubt an impressive overview as well as network. Somehow that gives me associations to one of the excellent members of PCIB's scientific board - namely professor Christoph Huber from BioNTech. I'm not on the brink of getting starstruck, just reflecting upon the community we have joined.

Nextmove!
Based on some earlier research I have done I am not ruling out the fact that Johnson&johnson as a part owner in Bavarian is the driver for this collaboration agreement for the following 2 reasons:
1- both PCI Biotech and Johnson&johnson are sponsors of the ASP (American Society of Photobiology) so our interests cross link:
http://photobiology.org/?page_id=130

2- Fimavacc was featured in ASP spring newsletter link: http://photobiology.org/newsletters/ASP_SPRING_2018.pdf

We have then probably been scouted by the big FISH

I foelge tidligere innlegg fra Snoffelen, finnes det mange selskaper rundt omkring i verden som har moett kreftvaksine/immunolgi veggen paa tilsvarende maate som Bavarian Nordic. De fleste som har forsoekt seg faktisk.

Slik at koeen av nye partnere vkan fort bli veldig lang hvis PCIB presenterer gode kreftvaksine resultater i loepet av hoesten. Naar denne annerkjennelsen foreligger...............kan det fort bli veldig travelt i PCIB's lokaler. Maa si det ser utrolig lovende ut fremover.. Mange har lansert fimaVacc som det viktigste forretningsomradet for PCIB, Kanskje de faar rett.

10 fimaChem partnere

10 fimaVacc partnere

10 fimaNac partnere

Dette kan utvikle seg fort i den retning. Hele markedet er pr. idag fullstendig klar over hva PCIB leverer, og samarbeidet med Bavarian Nordig har ikke gaatt noen hus forbi. Og mange selskaper, er nok naerme, eller i tilsvarende situasjon som Bavarian. hvor PCIB kan bli frelseren for mange. Annerkjennelsen for dette naermer seg med stormskritt. BP teller helt sikkert og paa knappene, for foerste mann til moella, (hvis tilbudet er godt nok), kan med ett slikt oppkjoep parkere sine konkurenter i lang tid fremover. Det har allerede begynt og koke rundt PCIB, det er jeg helt overbevist om.

Mr. Walday, har det helt sikkert travelt om dagen. Moeteboken er ganske sikkert stappfull.

Vi har ikke lykkes ennå, men det nærmer seg. Når vi lykkes blir det så fryktelig stort fordi det er en plattform. Lykkes f.eks Bavarian, GG- og /eller et av nac-selskapene, kommer røkla etter.

Flaksegrisen,

Enig. Men det som du sier, selv om vi allerede har bevist mye, maa vi overbevise markedet om at dette fungerer foer de store pengene lander.

Her en en
PCIB oversikt i the Financial Times.

https://markets.ft.com/data/equities/tearsheet/profile?s=PCIB:OSL

Og her er FiloD's nye triggerligste postet paa Tekformumet. Har/hun har sikkert ikke noe imot at vi laaner den litt.

4d
På tide med en ny trigger liste, Det begynner alvorlig å balle på seg nu.

Avtale top 10 Big Pharma fimaNac …dec 2016– jan 2017 ----------På Plass, (forlengelse).
IND-US gallegang …Marts-maj 2017 ------------------------------------På Plass.
Opdat. på survival pasienter coh. 3+4 fase 1 Galleg. 21-23 April. --På Plass (fantastisk resultat)
Patent for behandling av melanoma vaccinasjon, immunologi ------På plass
Avtale med RXI forlengels av avtale -------------------------------------På Plass
ODD-US gallegang --------------------------------------------------------- På plass
Resultater FimaVacc fase I studie --------------------------------------- Delvis På Plass (sikkerhet er konstateret)
Avtale med IMV inc mai 2018--------------------------------------------På Plass
Ny aftale top10 pharma … Juni 2018 -----------------------------------På Plass (forlengelse av avtale)
Pcib kommer på Hovedlisten---------------------------------------------På Plass
AA gallegang --------------------------------------------------------------- Delvis på plass (december 2017 melding)
FimaVacc forsknings avtale med Bavarian Nordic…På plass

Opstart Pivotalfase II gallegang … Imminenet
Partneravtale Gallegang … Imminent
Safety Resultater Extended fase I …… Imminent
Effekt Resultater Extended fase I …… 1 mnd. etter Safety

Resultater FimaVacc fase I studie (effekt data) … August - December 2018
Ny aftale top10 pharma, Trolig utvidelse av avtale … December 2018

Evt nye avtaler fimaNacc … August 2018– Juni 2019

PRIME EU……………… Januar - Juni 2019
BTD Gallegang … Januar - Juni 2019

Avtale med Ultimovax Opstart fase 1 … Januar – Juni 2019
Avtale med BioNTech Opstart fase 1 …… Januar – Juni 2019
Avtale med eTheRNA Opstart fase 1 ……… Januar – Juni 2019
Avtale med RXI Opstart fase 1 ……… Januar – Juni 2019

Evt. nye avtaler fimaVacc … Januar – Juni 2019

From today’s presentation Bavarian collaboration is categorized under FimaNAc not FimaVACC

I think PW podcast comments about the collaboration with Bavarian Nordic were overlooked and overshadowed by the financing of Pivotal Phase 2 theme. I think it is important to highlight that PW confirmed that this is a FimaNac collaboration exploring synergies for delivering Viral Vectors. I have had some posts before regarding this and I’m reposting the below to remind the community of the potential of this area of gene therapy. Just imagine our FimaNac gets further validation in AAV delivery, the potential is beyond imagination, see below my earlier post:

StockDZ
25.07.2018 kl 11:02
1999
Hi again :)

I found this document that i wants to share with you, this is an investor friendly guide to investing in gene therapy from October 2017, one can only be impressed by the Potential and added value of our FimaNAc program:
Link http://www.fullertreacymoney.com/system/data/files/PDFs/2017/October/12th/rj%20on%20genetics.pdf

PAGE 3:
Talks about market potential for Gene Therapy, it is huge!!
“By our count, there are at least 33 public and 27 private companies developing gene therapy products either by themselves or through partnerships (Exhibits 2 and 3). Collectively, these players are working on one-time solutions for at least 59 diseases, addressing $100+ billion market opportunities, according to our estimates. Given the number of players, the compelling clinical results achieved to date, and the partnerships/deals done in the space, we believe gene therapy is poised to become the next-wave therapeutic category. If we are correct, the current setup of this space is very similar to that seen in the CAR T space, where we just witnessed one of the largest acquisitions of a pre-commercial company (Gilead’s acquisition of Kite for $12 billion) ever”

PAGE 4:
Talks about Gene Therapy Valuation, impressive rate of development
“Arguably, the entire gene therapy space has taken off like a rocket, with the total market capitalization of the companies in our gene therapy index growing from $9.7 billion as of January 1, 2017, to $20.3 billion as of October 6, 2017. Specifically, the gene therapy group generated an average return of approximately 90% year-to-date, outperforming both the NBI (28%) and the S&P500 (14%) (Exhibit 27). Sangamo Therapeutics achieved the highest return of 423%, while Applied Genetic Technologies Corporation (AGTC) was the worst performer so far”

PAGE 21:
Talks about AAV vector as a delivery vehicle that we discussed in this thread earlier:
“AAV vectors are one of the most favorable delivery vehicles for gene therapy largely due to two reasons: 1) the AAV genome contains no expressed genes; therefore, induction of host immunity against the vector is less problematic as compared to adenoviral vectors, except for induction of antibodies that are directed against the AAV capsid (as it flows through the blood stream); and 2) the genomic integration of recombinant AAV vectors occurs at a very low background frequency (0.1 - 0.5%), therefore minimizing the insertional mutagenesis risk with no reported genotoxicity to date"

PAGE 9:
The table shows explicitly that most of the top 10 Big Pharma are using the AAV delivery vehicle for their clinical programs including Pfizer, Bayer, Bristol-Myers Squibb Sanofi …etc and of course we can add to them Astra Zeneca with their latest clinical collaboration with 4D Molecular Therapeutics that we discussed earlier.

My conclusion:
With FimaNAc we are not just sitting on Gold (may be on Rhodium ?). Based on PCI presentation FimaNAc can SUCESSFULLY deliver AAV vector delivery vehicle, which is the most popular for gene therapy's on-going clinical programs. I believe with Pci Biotech strategy to out-license FimaNAc on SEMI-NON exclusive basis gives us the chance to work and collaborate with more and more companies out their including MANY of the top 10 big pharma. The potential for this is HUGE that I can not see where it ends.
Just imagine that FimaNAc would be the KEY for gene therapy efficient delivery where gene therapy business potential is worth 100 billion USD.