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Sprinter79

Sprinter79

Joined
21 May 2007
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An ann the other day that will help out with the upcoming clinical trials of their product.

The crux of the ann is this: "LCT is the first and only company in the world to have established the necessary current requirements for animal cell transplants – through a biocertified pig herd, GMP cell processing
facilities and now the accredited diagnostic monitoring laboratory."

Diabetes is on the rise, hand in hand with obesity, so studies and breakthroughs in this area are good news.
 
Thought i might add this to the discussion on LCT.

nice to see the churn happening; Merrill describes this churn as a shift from value to growth investors. A lot of happy punters from lower prices will be tempted to sell or free carry here and they are being bought into by growth investors who are looking beyond at the potential for this company.

As for Biotech, it can be a dangerous game because there is so much bullsh*t out there.

I've been burnt before - I thought I had a good thing at MBP post obesity trial disaster before it tanked again.

Thats why I make my next investment foray into biotech very cautiously. So why is LCT a better bio to invest in, and not a dud?

1. Proven patient base - Type 1 diabetics and insulin dependent Type 2 diabetics (uncontrolled by triple therapy [i.e. metformin/glitazones/sulphonylureas]).

Note: 10-15% of all diabetics are Type I IDDM (Insulin dependent Diabetes Mellitus).

Diabetes is the worlds fastest growing chronic disease in Australia and the world.

2. Easy to monitor outcomes - BGL monitoring is simple and accurate.

3. Physiology -

(A) bodies need insulin to control glucose levels, driving blood glucose into the liver into storage form (glycogen) and cells

(B) If you can replace the insulin you have cure. Currently as type 1 diabetics know, you need to inject insulin everyday - and depending on your requirements this can be once daily or two to three times daily. Insulin comes in many forms fast acting (i.e. ActRapid)/short acting/longacting i.e. Lantus/Lemevir.

C) Porcine Insulin is a proven product. In fact many insulin analogues are already porcine variant, so we use it already and it has been proven safe over millions of patients over many years.

D) So what are Living Cell doing? They are implanting porcine cells to take over the job the human cells were doing previously, but are now unable to do. (Many reasons - wikipedia it :p)

Proven market. Proven physiology.
Proven Product.

And apparently - working well on the patients they've implanted so far. It's lovely to see proper human trials - as much as I love lab rats I'd rather see results in fellow beings =)

So what are the trials for?

SAFETY SAFETY SAFETY.

These products pass through 4 phases where safety is evaluated in larger and larger clinical groups before the product is let out onto the public.
 
Amoungst other reasons, I like LCT because the founder is involved and there is considerable passion in his lifetime mission here.

As a parent with a child with Type 1, I have spent an enourmous amount of time in researching diabetes and potential therapies. I am not an expert and setting aside my emotional desire to see an improvement in the MDI (daily injection) regime and Blood Glucose monitoring, I beleive LCT represents one of the most plausible approaches to 'curing' T1D.

We must also consider there are over a million people walking around with pig heart valves today so I view some reactions to using pig tissues/cells as misinformed (providing proper clinical steps are undertaken).

The Americans are now following LCT but I suggest they are some years behind still. See www.springpoint.org

Another company I like in this area is Orsense out of Israel - they have an interesting BG device that is non invasive coming to market - it just got a CE mark (not that that might mean much) http://www.orsense.com/

As for stem cell research I can only view this as positive yet years away if at all.

The trick I suspect with LCT is - efficacy. As a left field thought though - I just hope they don't get taken out by some greedy corporate that has a vested interest in 'burning' their research. :eek:

discl. Hold LCT.
 
Apologies & condolences to fellow shareholders, since buying in about 3 weeks ago the sp has tanked terribly ~25%, why do I have this effect on companies? :( & of cause I didn't bother w a stop loss -DOH! :mad:
Hopefully sp will turn soon (prob after I sell) :banghead:
 
Story about LCT on Sunday Night on channel 7 tonight.

I've put them on my Radar. Interesting stuff.
 
acquired LCT yesterday at .105's

the money flows are strong daily/weekly
accumulation both standard and williams are lifting, volumes are lifting, consistantly more bid than offer in the que

edge: distinctive method for treatment of parkinsons exclusive to LCT

well run company with lots of industry support in NZ, listed on the asx

my reasons for buying as a i rarely buy stocks these days
 
Parkinsons study unblinded in 10-12 weeks
thus far previous trials have shown good results even with small sample group

previous study and into 130 weeks post-study UPDRS
(not as rig as the MDS-UPDRS method so proof req'd:


https://twitter.com/LCTGlobal
http://www.asx.com.au/asxpdf/20170823/pdf/43ln94qbd955h5.pdf
http://www.asx.com.au/asx/share-price-research/company/LCT

the otc ADR's continue to show good longterm money flows whereas
(suprise, not) local money backed off after initial prev study results
LVCLY otc LCT 200817.png
 
previous study and into 130 weeks post-study UPDRS
(not as rig as the MDS-UPDRS method so proof req'd:
lct 130 week updrs.jpg
 
some hype

looking around at the science for PD it is clear that the game is one big bag of guesses with a few players
in the stem cell and beta-cynuclein protein (epigenetic) scene have any semblance of success and the science for them is just as virgin, for the stem teams their problem is generally logistics of supply and storage and not enough study-group sample-sized for efficacy, the beta protein teams are stabbing around in the dark without any sizeable study group in the nearterm and a third group purported to be close to a(n existing) solution have so many side-effects as to render the effort substandard risk with unknown benefits

the trials thus far of the porcine surgery has shown good efficacy, no retrovirus activity, no surgical side-effects, no adverse immune system response (the procedure does not require the immune system be switched off) ...regardless of the ongoing possibilities of other applications, for the growing global PD disease, this treatment has shown best results, the major question is how well the company can market/monetize the science/patents upon the next study disclosure in november

the speed of input/output patient turnover for LCT's NTCELL with, thus far, proven positive effects, appears to outpace the oppositions science by several zero's

where some 'clinics' in south america have shown good results in some patients via stem cell treatments we do not have any access to all patients, rendering all good results to anecdotal value,
only peer-reviewable placebo control group blind studies offer any real rigorous data

Dr. Barry Snow, Oct 2016
 
both otc and asx issues broke out today on lifted volume,
lifted positive money flows 21day and 13 week and multiple accum indicia

todays break-out is the fastest of all consolidation completions
as each level speeds up with pending november data (unblinded study) due

appears one or two players on the 100k rotation driving price and then sitting waiting to collect their pennies in the sell que, so for mine, still small pocket retail chasing, volume remains relatively low participation.....meh..early days

ASX:LCT OTC:LCVLY
 
fave team-score moment

"...demonstrate that NTCELL
has the potential to treat neurodegenerative disorders
other than Parkinson’s disease. It may also show
whether other encapsulated cell therapies developed
by LCT have the potential to promote cytoprotective
effects, which may indicate that the cells are generating
a cocktail of molecules that protect cellular functions
in the brain from degenerative processes that have
been associated with diseases such as Alzheimer’s."

annual report
http://www.edocumentview.com.au/lct...9cad26214435a6b26c/LCT Annual Report 2017.pdf
hat tip atomikrej
 
typical rotation sees .220's as a buy-in level to complete this interruption to current uptrend

13 week money flows remain strong both asx and otc bourse with typical jittery retail fluctuations
 
busy this afternoon thanks to the Barnaby Bid on xjo .....which was nice :)

likely LCT likely hit .220's monday
 
generally good new supports the trend

both scrips remained above the crucial ratio levels and with pending release to draw a TH pressure remains on the sellers to reason their exit .......discretionary bid tends to dominate

ASX:LCT
LCT fib prob complete 131017.png


OTC:LVCLY
LCT LVCLY otc ratio 011117.png
 
patent applied for just prior to todays TH bodes well for companies confidence that this trial will be more of the same positive results while adding a wider view on efficacy

about the patent:
"The invention in this provisional patent arises from .... how LCT’s
products can reverse human brain neurodegenerative processes associated with
pericytes(and other brain cells), which help sustain the blood-brain barrier and
other homeostatic and haemostatic functions in the brain."
"... two primary goals. The first was
to extend the pipeline for LCT’s lead product NTCELL®
by examining the effects of NTCELL on cell cultures
derived from human brains with
Alzheimer’s disease and Parkinson’s disease. The second was
to identify neuroactive constituents of
NTCELL and their site of action."

monday 13th release date

http://www.asx.com.au/asxpdf/20171107/pdf/43p0z0g7jxcdh8.pdf
 
punched in the left tit this morning, is what it is, disappointing

having been kicked in the nadgers before (ok, a few times) sizing was right for the risk

the science itself is not yet finished based on this simple example:

note "you are here" at the bottom

LCT updrs release 101117.png
 
"To release data on patients in selected
groups of that trial when all data are not available
may falsely affect the
outcome of those yet to reach the one year mark"

..and the share price

this report is not listed as market sensitive but it prob is to PD patients
esp the patient 1 look in the UPDRS

https://research.commsec.com.au/Loa...yMzAtM0VGSVRVREsyTUQzNFVRQUxGUEFRVTFNVUsifQ==

"A second pipeline project
will be carried out in collaboration with the
Centre for Brain Research at The University of Auckland."

further applications are the hint with further melioration and/or halting of PD in any of the cohorts
the further out we go as we are a long way from knowing correct doses and each dose is based on extent of each patient affected at the time of implant
 
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