OPEN INVITATION - Details below - Every other Wednesday night
Note: This itinerary will be updated.
I will start the call discuss some of my thoughts on the Progenity:
Then open the floor up to questions and comments.
I will also make sure to record this call and leave it here after we conclude our discussion.
Institutions: are currently nibbling and researching the company. Their time horizon spans. I believe they are waiting for factual signs of a turnaround before committing more investment to the company
A list below, showing the only time hedge funds sold was during the November spike to $6 a share. When you buy something, it makes you obligated to research it. This is why they do this.
Abstract 1: Patients using progenity's DDS with Tofacitinib (Pfizer's drug) may be able to go off of steroids. This is big news. This can be garnered from the Abstract 1 and a recent insight from the head scientist who spoke to @ecom471 about this being a possibility.
Abstract 2: 30% of the Ulcerative colitis population ($2.5 billion) does not respond to Adalimumab, nor some of the other drugs. This study found a possible link to fixing this issue by tweaking the drug to isolate a cytokine. This alone would bring in $2.5 billion in revenue a year with little to no competition.
Abstracts, actual posters will be produced in February after the speakers present.
Details of the abstracts below:
Shows first time response in the colon using Tofacitinib, also they found a marker that they can use to track efficacy.
Shows that for patients who respond to adalimumab and inflixumab have response, however, they need to do more research and fine tune the study further.
Introduction & Succinct Overview of Progenity's Products 7:00-7:25 pm
Quick 1 Slide sell sheet:
Update to schedule for their programs:
DDS function in dogs below:
More on the abstract for tofacitinib - here - showed a postive response, more research needs to be done.
Adalimumab (Humira) in mice below:
Ionis-Pfizer 2b topline results - Demonstrates why they are probably partnering with Progenity
Subcutaneous is a lower blood supply area which means slower transport of drug to diffuse to body.
OBDS delivers into the jejunum which is a high blood supply zone, blood moves through body faster which may allow Ionis to use their drugs (60 billion industry by 2031) with Progenity
OBDS Iohexal delivery - from the corporate bioconnect presentation
Brad Mitchell Optifinancialnews.com
ECCO Website here Mid January - 2 poster presentations over Tofacitinib & humira drug concentration
Progenity's press release link here
The data that legitimizes their product. Physics does not lie, the tighter the area, the more light that should enter the detector. Their data matches.
OBDS | DDS | PIL DX | RSS
15% bio with initial product- 2022 - PK/PD data December PK/PD <- watch
JetCap comparison (they claim 50% bioavailability!!!) - compares and illustrates jet stream
Competition Overview (Look at Rani) 1.4 Billion as of writing, Prog valued at .44 Billion
Topics/Pictures from and submissions from the community (will update more if you send me after the call)
For the DDS:
Chron's and Colitis 360 Journal Publication as promised from the call
Research and findings from Mr Good Advisor Twitter - (@ChrisMaster700)
William Sandborne - a board member who is the leader in GI tract diseases has multiple connections to Pfizer, Abbvie (which are the rumoured partners/suitors) :
Pictures of screenshots below:
Pfizer connections of the Progenity Board member: