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Post by JHam on Apr 15, 2020 4:10:50 GMT
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Post by JHam on Apr 15, 2020 4:14:53 GMT
I like this slide from the interview. Lots happening on the COVID-19 front here. The great thing about Dyadic is they have so many shots on goal here. Biotechs that think they have a promising gene sequence come to them, so DYAI isn't putting all of their eggs in one basket. They'll collaborate with any potential candidates. Most importantly, it's at no risk to them. Already in Stage 2 w/Israelis.
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Post by JHam on Apr 16, 2020 5:59:07 GMT
More encouraging news that C1 is gaining traction as a legit platform. A few weeks ago Scripp's spinoff company, Ufovax, announced that they had expanded their nanoparticle vaccine into COVID-19: www.businesswire.com/news/home/20200323005751/en/Here is a a direct quote from the article: The nanoparticle vaccine consists of self-assembling VLPs made from identical proteins; these proteins are synthesized through the insertion of a single plasmid encoding the relevant gene into a CHO or C1 (DYAI) host cell, followed by one-step expression and two subsequent purifications. The viability of this process for large-scale vaccine production has been validated by external industrial partners.Then today we had this update from Scripps: Researchers unveil promising hepatitis C vaccine designThe new approach to vaccine design may also prove useful in developing a potential vaccine against the SARS-CoV-2 virus, which causes COVID-19.
'Zhu and his team in 2018 accomplished a similar nanoparticle-based design for a vaccine against HIV. The researchers are following the same approach to develop vaccines against SARS-CoV-2, which causes COVID-19, and Ebolavirus, which causes viral hemorrhagic fever.
“This approach provides us with basic vaccine templates that we can relatively rapidly turn into prototype vaccines for testing,” Zhu says.'www.scripps.edu/news-and-events/press-room/2020/20200415-zhu-hcv-.htmlWhile C1 and DYAI aren't mentioned in this article, if Scripps is using the same approach for the hepatitis C vaccine as they are for COVID-19, then surely C1 is being used in the hepatitis research as well.
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Post by JHam on Apr 20, 2020 16:08:21 GMT
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Post by JHam on Apr 23, 2020 14:16:38 GMT
This just published 4/25/20 (two days from now) from by IMI about ZAPI. If this doesn’t scream good news for Dyadic, I don’t know what does: www.imi.europa.eu/projects-results/success-stories-projects/zapi-finding-new-ways-fight-new-zoonosesExpanding to human viral targets
‘We are developing the process of vaccine manufacturing, so we can show that at the end of the project it will be possible to manufacture a very high number of doses within a very limited timeline. The activity is to demonstrate that we can deliver control tools – therapeutic antibodies and/or vaccines – between 8 and 12 weeks after the identification of the pathogenic viruses,' explains ZAPI project coordinator Jean-Christophe Audonnet of Bio R&D, Merial S.A.S. (now part of Boehringer Ingelheim).
‘Right now we are in a critical phase to demonstrate the industrial feasibility of the steps that we have done at small scale with our academic partners. The main objectives of the project will be fulfilled, based on the viruses that we are using as models. The next step will be to expand that to some human viral targets, and that is why we have a number of contacts with different organisations, such as CEPI [Coalition for Epidemic Preparedness Innovations] or the Gates Foundation, who will potentially use the ZAPI methodology approach in their projects,’ says Dr Audonnet.
Scientists engaged in the 5-year collaboration between more than 20 European partners, including human and veterinary research institutions, NGOs (non-governmental organisations), regulatory experts, academic groups, producers of vaccines and biotechnological companies, are using three viruses as models. They have chosen Rift Valley Fever Virus (which can affect animals such as cows, sheep, goats, and camels, and is spread mostly by mosquitoes); Schmallenberg Virus (affects cattle, bison, sheep and goats, appears to be transmitted by midges); and Middle East Respiratory Syndrome Coronavirus (camels are detected as the primary source, although bats may be the ultimate reservoir of the virus).
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Post by JHam on Apr 23, 2020 14:20:59 GMT
Obviously DYAI has been collaborating with ZAPI for the past few years to show how C1 in treating Schmallenberg virus. Mark has said that it has far exceeded preliminary expectations in terms of robustness and the amount of doses. ZAPI has expanded the research and data from this trial could come literally at any day. This could be a major milestone and validation for DYAI.
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Post by JHam on Apr 23, 2020 14:57:18 GMT
This just published 4/25/20 (two days from now) from by IMI about ZAPI. If this doesn’t scream good news for Dyadic, I don’t know what does: www.imi.europa.eu/projects-results/success-stories-projects/zapi-finding-new-ways-fight-new-zoonosesExpanding to human viral targets
‘We are developing the process of vaccine manufacturing, so we can show that at the end of the project it will be possible to manufacture a very high number of doses within a very limited timeline. The activity is to demonstrate that we can deliver control tools – therapeutic antibodies and/or vaccines – between 8 and 12 weeks after the identification of the pathogenic viruses,' explains ZAPI project coordinator Jean-Christophe Audonnet of Bio R&D, Merial S.A.S. (now part of Boehringer Ingelheim).
‘Right now we are in a critical phase to demonstrate the industrial feasibility of the steps that we have done at small scale with our academic partners. The main objectives of the project will be fulfilled, based on the viruses that we are using as models. The next step will be to expand that to some human viral targets, and that is why we have a number of contacts with different organisations, such as CEPI [Coalition for Epidemic Preparedness Innovations] or the Gates Foundation, who will potentially use the ZAPI methodology approach in their projects,’ says Dr Audonnet.
Scientists engaged in the 5-year collaboration between more than 20 European partners, including human and veterinary research institutions, NGOs (non-governmental organisations), regulatory experts, academic groups, producers of vaccines and biotechnological companies, are using three viruses as models. They have chosen Rift Valley Fever Virus (which can affect animals such as cows, sheep, goats, and camels, and is spread mostly by mosquitoes); Schmallenberg Virus (affects cattle, bison, sheep and goats, appears to be transmitted by midges); and Middle East Respiratory Syndrome Coronavirus (camels are detected as the primary source, although bats may be the ultimate reservoir of the virus). Aaaaaaand that article is from 2019. Hey, it’s still new to me, lol. In all seriousness though, ZAPI expanded their research with DYAI since then and it’s hard to imagine the relationship has worsened. Especially considering how Mark has been hyping up ZAPI as of late. Anxious to see the data soon.
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Post by selluwud on Apr 23, 2020 15:19:10 GMT
This just published 4/25/20 (two days from now) from by IMI about ZAPI. If this doesn’t scream good news for Dyadic, I don’t know what does: www.imi.europa.eu/projects-results/success-stories-projects/zapi-finding-new-ways-fight-new-zoonosesExpanding to human viral targets
‘We are developing the process of vaccine manufacturing, so we can show that at the end of the project it will be possible to manufacture a very high number of doses within a very limited timeline. The activity is to demonstrate that we can deliver control tools – therapeutic antibodies and/or vaccines – between 8 and 12 weeks after the identification of the pathogenic viruses,' explains ZAPI project coordinator Jean-Christophe Audonnet of Bio R&D, Merial S.A.S. (now part of Boehringer Ingelheim).
‘Right now we are in a critical phase to demonstrate the industrial feasibility of the steps that we have done at small scale with our academic partners. The main objectives of the project will be fulfilled, based on the viruses that we are using as models. The next step will be to expand that to some human viral targets, and that is why we have a number of contacts with different organisations, such as CEPI [Coalition for Epidemic Preparedness Innovations] or the Gates Foundation, who will potentially use the ZAPI methodology approach in their projects,’ says Dr Audonnet.
Scientists engaged in the 5-year collaboration between more than 20 European partners, including human and veterinary research institutions, NGOs (non-governmental organisations), regulatory experts, academic groups, producers of vaccines and biotechnological companies, are using three viruses as models. They have chosen Rift Valley Fever Virus (which can affect animals such as cows, sheep, goats, and camels, and is spread mostly by mosquitoes); Schmallenberg Virus (affects cattle, bison, sheep and goats, appears to be transmitted by midges); and Middle East Respiratory Syndrome Coronavirus (camels are detected as the primary source, although bats may be the ultimate reservoir of the virus). Aaaaaaand that article is from 2019. Hey, it’s still new to me, lol. In all seriousness though, ZAPI expanded their research with DYAI since then and it’s hard to imagine the relationship has worsened. Especially considering how Mark has been hyping up ZAPI as of late. Anxious to see the data soon. Nice try with uplifting news! I unloaded here when the market recovered from the recent Corona dive. I want to get back in but it all depends on whether they get some news out before the next market swoon. I'm holding about a 1/4th of the position I'd like to have.
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Post by JHam on Apr 30, 2020 10:36:40 GMT
Great interview with Mark yesterday on Nasdaq talks. Really worth the 7 minutes if you are interested in this one. To paraphrase the biggest take away in my opinion however... C1 has the capability of producing 7 Billion doses of a COVID-19 vaccine or therapeutic in less than a month. That's the entire world's population. www.pscp.tv/w/1zqJVllwNdAKB
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Post by JHam on Apr 30, 2020 10:39:37 GMT
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Post by selluwud on Apr 30, 2020 11:20:46 GMT
My question would be if the Dyadic C1 platform would be used for production? They are looking at an oral vaccine, it doesn't need as much purification as an injected one. Interesting for sure?
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Post by JHam on Apr 30, 2020 13:45:37 GMT
My question would be if the Dyadic C1 platform would be used for production? They are looking at an oral vaccine, it doesn't need as much purification as an injected one. Interesting for sure? I read it to mean that they used oral vaccinations in animals, but that it would be injected into humans. Either way, oral vaccines still need an expression system no?
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Post by selluwud on Apr 30, 2020 14:14:08 GMT
My question would be if the Dyadic C1 platform would be used for production? They are looking at an oral vaccine, it doesn't need as much purification as an injected one. Interesting for sure? I read it to mean that they used oral vaccinations in animals, but that it would be injected into humans. Either way, oral vaccines still need an expression system no? I don't really know? I assume the oral delivery wouldn't have to be as rigorously refined, but what do I know? I'm just thinking out loud looking for reasons and information to figure out at what price I want to buy some more DYAI. Quote from the article link you posted: "He explained that because it will be an oral vaccine, “the quality of this kind of vaccine should be closer to food regulations than pharma regulations, or somewhere in between. We hope that we will not need to go through the complete purification process like in the drug industry, because that could delay us.”
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Post by JHam on May 5, 2020 4:11:03 GMT
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Post by JHam on May 5, 2020 14:07:59 GMT
Something is cooking right now here. Volume is going crazy the past 5 mins, up 20%.
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Post by vzveteran on May 5, 2020 14:08:41 GMT
I did a double take lol!
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Post by vzveteran on May 5, 2020 14:09:41 GMT
Israeli deal in the works?
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Post by JHam on May 5, 2020 14:15:01 GMT
Israeli deal in the works? I’m not sure. The news yesterday was potentially huge for DYAI, assuming their C1 cell line is being used. The last few minutes was not your typical retail buy-the-rumor action. Literally 6x the daily average just traded in the past 10 mins, which makes me feel like somebody heard something.
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Post by JHam on May 31, 2020 12:39:57 GMT
Zacks out with a new report recently. PT remains at $10, but I like the summary. First time I’ve heard someone in the know use the “B”-word associated with Dyadic. : s1.q4cdn.com/460208960/files/News/2020/Zacks_SCR_Research_05152020_DYAI_Vandermosten.pdfSummary
Dyadic has started 2020 with several new agreements and expansions. These achievements include the addition of new collaborations addressing influenza, coronavirus, animal health and other indications. Internal programs are also advancing for certolizumab and nivolumab, secondary metabolites and AAVs. Progress is also being made with protease deletions and achieving additional glycosylation forms. These all contribute to the shots on goal which we believe will lead to a billion dollar opportunity.
We anticipate that there will be additional arrangements signed in 2020, some of which may include upfront cash flows. The pandemic may catalyze the pathway forward for C1 to be used as an expression system producing vaccines and treatments in clinical trials, which would be a tremendous achievement. C1 may be able to provide much higher output with improved characteristics compared to current approaches, which addresses one of the primary bottlenecks during a pandemic.
We see opportunities for additional equity interest in fast growing partnerships, upfronts, milestones and royalties from larger partnerships and potentially a buyout. There is substantial value in Dyadic s broad portfolio of options and in their exciting technology that can revolutionize the protein expression industry. Future favorable catalysts include the addition of more collaborators, achieving output milestones and entering the clinical trial process. We maintain our target price to $10.00 per share.
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Post by selluwud on May 31, 2020 21:02:18 GMT
Zacks out with a new report recently. PT remains at $10, but I like the summary. First time I’ve heard someone in the know use the “B”-word associated with Dyadic. : s1.q4cdn.com/460208960/files/News/2020/Zacks_SCR_Research_05152020_DYAI_Vandermosten.pdfSummary
Dyadic has started 2020 with several new agreements and expansions. These achievements include the addition of new collaborations addressing influenza, coronavirus, animal health and other indications. Internal programs are also advancing for certolizumab and nivolumab, secondary metabolites and AAVs. Progress is also being made with protease deletions and achieving additional glycosylation forms. These all contribute to the shots on goal which we believe will lead to a billion dollar opportunity.
We anticipate that there will be additional arrangements signed in 2020, some of which may include upfront cash flows. The pandemic may catalyze the pathway forward for C1 to be used as an expression system producing vaccines and treatments in clinical trials, which would be a tremendous achievement. C1 may be able to provide much higher output with improved characteristics compared to current approaches, which addresses one of the primary bottlenecks during a pandemic.
We see opportunities for additional equity interest in fast growing partnerships, upfronts, milestones and royalties from larger partnerships and potentially a buyout. There is substantial value in Dyadic s broad portfolio of options and in their exciting technology that can revolutionize the protein expression industry. Future favorable catalysts include the addition of more collaborators, achieving output milestones and entering the clinical trial process. We maintain our target price to $10.00 per share.Which "B" word?? Billion or Buyout?? They both sound profitable to me!!!
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