ALA 4.00% 12.0¢ arovella therapeutics limited

SUDA Licenses a Novel iNKT ( invariant Natural Killer T) Cell...

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    SUDA Licenses a Novel iNKT ( invariant Natural Killer T) Cell Therapy Platform from Imperial College London


    • SUDA obtains a global, exclusive Licence from Imperial College London for a novel invariant Natural Killer T (iNKT) cell therapy platform for cancer treatment.
    • Its a platform technology .The iNKT cell platform can be used in conjunction with multiple chimeric antigen receptors (CARs) to target blood cancers. iNKT cells are expected to be suitable for off-the-shelf dosing, as one healthy donor can supply cells to treat many patients.
    • CAR-iNKT cells have been shown to outperform conventional CART cell therapies in preclinical studies.

    Pre-clinical studies show that:

    ▪ CAR-iNKT cells work more efficiently than conventional cell therapies
    ▪ CAR-iNKT cells outperform CAR-T cells, rapidly clearing the cancer cells and increasing the number of surviving animals by 1.5x when the CD1d protein is on the surface of cancer cells.
    ▪ CAR-iNKT cells can result in a remission without additional treatment
    ▪ Additional CARs could be added to the iNKT cells, potentially enhancing their activity

    In vivo anti-tumour activity of CAR19-iNKT after three days
    ▪ Tumour cells expressing CD1d were intravenously delivered into mice
    ▪ Mice were treated with:
    ▪ Nothing (PBS)
    ▪ Unmodified T cells (T)
    ▪ Unmodified iNKT cells (iNKT)
    ▪ CAR19-T cells
    ▪ CAR19-iNKT cells
    ▪ After three days, all cancer cells in the iNKT treated mice were eradicated
    ▪ Cancer cells persisted with all other treatments
    ▪ CAR19-iNKT cells display swift action and memory-like effect

    https://hotcopper.com.au/data/attachments/3285/3285520-0114cc4ce64375fe298e3e75050b5241.jpg
    Extremely exciting results from animal models

    CAR19-iNKT Cells: Superior Animal Survival After 90 days

    After 90 days only mice treated with CAR19-T cells or CAR19-iNKT remained alive

    1.5x more mice treated with CAR19-iNKT cells remained alive after 90 days relative to CAR19-T cells


    https://hotcopper.com.au/data/attachments/3285/3285521-850c097d63887077fde50cd8b154885e.jpg
    As you can see from the results above , Overall survival of animal models was almost 100 % After 10 days

    In vivo anti-tumour activity of CAR19- iNKT cells following relapse

    ▪ Tumour cells expressing CD1d were intravenously delivered into mice
    ▪ Four mice treated with CAR19-iNKT cells had the cancer return to the brain
    In all four mice, the cancer was eliminated a second time with no additional dosing
    ▪ This provides evidence that CAR19- iNKT cells can survive and continue to protect against cancer cells in vivo

    https://hotcopper.com.au/data/attachments/3285/3285522-b4d0ae314a2b99fb5bbbc587ddc0d797.jpg

    iNKT platform technology can also be potentially use to produce an ‘off-the-shelf’ product
    iNKT cells have been shown to be protective against acute graft-versus host disease (GVHD).
    As such, the therapy may be produced from a healthy donor and delivered to many patients, potentially resulting in a more effective product.

    https://hotcopper.com.au/data/attachments/3287/3287480-651af8e01a6a57c5cf7b0f1e537aff07.jpg


    SUD is lead by Mr Paul Hopper , who is a serial achiever in Bio Medical Healthcare Sector

    Mr. Hopper Founded IMU Mcap which is trading at 1.78 Billion Mcap
    He Sold viralytics for 500 mil
    He is a founder of PTX trading at 125 Mil Mcap
    He is a founder of BioScience Oncology which was acquired by Scopus Biotech
    He was a founder of Glioblast which was merged into KZA trading at 178 Mil Mcap
    He is a founder of newly listed CHM trading at 97.6 Mil Mcap

    And cheapest of all , Mr. Baker is the chairman of SUD trading at 10 Mil EV and I am extremely confident Mr. Hopper will lead SUD team to success with this new acquisition !

    https://hotcopper.com.au/data/attachments/3287/3287295-fd3044b181921b296918671c74f9c2fe.jpg

    Some recent deals in this sector are attracting a lot of investments

    Athenex to Acquired Kuur Therapeutics to Expand Cell Therapy Development with Off-the-Shelf Engineered CAR-NKT Platform for Total potential consideration of $185 million, comprising $70 million upfront primarily in Athenex common stock, and $115 million in development milestones . Kurr is also an early stage iNKT cell therapy company

    https://ir.athenex.com/news-releases/news-release-details/athenex-acquire-kuur-therapeutics-expand-cell-therapy

    Appia Bio raised $52 Million Series A Financing in MAY 2021 . Appia Bio is a pre clinical iNKT cell therapy platform company.

    https://www.prnewswire.com/news-releases/appia-bio-launches-with-52-million-series-a-financing-and-establishes-scientific-advisory-board-301287685.html

    IMO this deal is a game changer for SUDA and its shareholders . I can understand the frustration of long-term investors of SUD and I must admit that I have also invested in SUD a year back and it has been a painful hold + the opportunity cost but I am extremely pleased with this deal and IMO this new deal will make our wait a worthwhile !

    I will be a buyer in SUD under 5c ( 25 mil Mcap , 8 Mil Cash )

    In medium term my realistic target for SUD is 20c ( 100 mil Mcap ) and In long term post completion of phase 1 , IMO it can get bluesky valuations !

    Also please note it's not a one trick pony ,It's a platform tech and can generate pipeline of multiple programs !

    Please DYOR

    ALL IMO

    Bhavdip

 
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