Sernova Corp T.SVA

Alternate Symbol(s): SEOVF

Healthcare Biotechnology

Sernova Corp. is a Canada-based clinical-stage biotechnology company, which is developing therapeutic cell technologies for chronic diseases, including insulin-dependent diabetes, thyroid disease, and blood disorders that include hemophilia A. The Company is focused on developing a functional cure for insulin-dependent diabetes with its therapeutic cell technology, the Cell Pouch System, a novel implantable and scalable medical device with immune protected therapeutic cells. The Cell Pouch is a scalable, implantable medical device. The Cell Pouch is designed to create a vascularized organ-like environment for the transplantation and engraftment of therapeutic cells. Its regenerative medicine therapeutic approach is to provide cell therapies where the cells, transplanted within an organ-like vascularized implantable device, the Cell Pouch, generates proteins, hormones or factors released into the bloodstream for treatment of diseases requiring replacement of these molecules in the body.

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Sernova Corp

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Post by jwalliscaon Nov 19, 2019 1:03am

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Post# 30368075

16 November 2019 Talk: Slides 19 & 23

Readers of the 16 November 2019 presentation are missing the several months long fact that Sernova has been consistent to release as little about how the FDA trial is going as possible.

The announcement of the islets being implanted into the pouch (April) was forced on them when Witkowski posted the event on his website in early April. It took Sernova some 10 days longer to officially news release same. Since then Witkowski has been muzzled. There has been no new information on his website including nothing on his presentation in Lyon early July.

The considerable amount of data news released in early July was a must as Witkowski would have presented that information in Lyon.

When ViaCyte announced C-Peptides 3 October, Sernova finally coughed up a news release on The Pouch generating C-Peptides 16 October, but no absolute numbers were reported.

Links for the 16 November presentation are given below.

https://www.sernova.com/pdf/updates/Sernova%20Diabetes%20Canada%20T1D%20Toronto.pdf

16 - 11 - 2019 Toronto Talk by Dr. Toleikis

The 16 November presentation continues the pattern. The absence of any vertical scale descriptors for slide 19 was done on purpose to obfuscate a non-attendees understanding of what the chart means. The vagueness in slide 23 on no longer needing immunosuppression is designed to not show Sernova's hand while strongly hinting that they have the problem solved.

My best guess on the vertical access, slide 19, is the RHS is a measure of the C-Peptides, but using strange units that are given during the talk (but not in the presentation - to hide the real values) rather than the traditional nanograms/ml (ng/ml) where normal range is 0.5 to 2.0. The LHS scale is 1,000 times bigger and indicates the same thing, but different units. Keep in mind that the first pouch was conservative (low) on the number of islets implanted into the pouch, hence the continuing, but much lower use of insulin. This suggests C-Peptide levels are likely to be just under the 0.5 ng/ml level.

As for the horizontal axis, I believe it is days. The chart implies data for the glucose tolerance test at 120 and 180 days. This suggests The Pouch is working AOK and continues to improve albeit slightly.

The insulin line seems to be representing the amount of insulin being injected, but which scale applies (if any) and what units, not a clue, but attendees were almost assuredly told what the line means.

Something BIG is happening behind the scenes.

Hopefully, we get some clarity with a good Black Swan Christmas present.

jwall

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