Sernova: Hype, Thesis, COVID-19 :) What follows is 100% Hype and Hypothetical on Sernova.
Please keep in mind that isolation indoors to help
Stop the COVID-19 Pandemic has given me lots of time to hypothesize!
I believe the "markets" have no idea about Sernova. The share price reflects this assertion. This will continue until something major happens.
SVA will then catapult from
Junior Penny Wonder Land to something akin to what happened to
BLU and
TRIL, both pharmaceuticals, that were going nowhere share price wise until they went somewhere. Every dog has its day in the sun.
Below, I draw on a few facts and create a thesis from them.
Firstly, the FDA has just given the go ahead to Celularity for a stem cell derived therapy test to treat COVID-19. See three links below.
This third link requires an account:
The first link below (from 17 October, 2019) clearly shows Sernova is heavily in to stem cells. See excerpt. This is also mentioned in presentations (see second link below for Nov 2019 presentation, Slide 7) and also other media releases. To be sure, the excerpt may be taken as Boiler Plate, but my conjecture is there's more to it than that.
Excerpt:
Sernova Corp is developing regenerative medicine therapeutic technologies using a medical device and immune protected therapeutic cells, such as human donor cells, corrected human cells and stem-cell derived cells, to improve the treatment and quality of life of people with chronic metabolic diseases. These diseases include insulin-dependent diabetes, blood disorders including hemophilia, and other diseases treated through replacement of proteins or hormones missing or in short supply within the body.
It is self evident that The Pouch works best for diabetics without using immunosuppression. Sernova would not have gone into the FDA trial without having an advanced means to not use immunosuppression. This is detailed in presentations as later steps once the present part of the trial is completed. Results to date show The Pouch works, period.
With Type I brittle diabetics, there is already the portal vein means of delivery to mitigate the brittleness, but it has all kinds of issues (especially the islets have a tough time surviving) and has never been used extensively.
Stem Cells need to be treated carefully when used within a human recipient otherwise you run into the same issues of both delivery and rejection like for "Portal Vein Delivery" of islets in Type I brittle diabetics.
Sernova's POUCH protects "cells" from attack, period. As such,
The Pouch would be useful as the delivery vehicle for any stem cell trial to treat COVID-19.
I suggest there is a lot more substance to Sernova than any one of us knows. It is not only The Pouch, but its ability to deliver "whatever" from it safely and efficaciously. The Pouch AND advances with say stem cells using The Pouch as the delivery vehicle are what Sernova is about.
I believe Sernova will be a winner. The last news, 24 March 2020, clearly demonstrated there's nothing wrong with anything it is working on right now and it alluded to stem cells too. See link and Excerpt. Notice the FDA trial continues!
Excerpt:
Some of our key initiatives for 2020 include:
-
- Focusing on patient enrollment completion which includes Cell Pouch implantation and the continued advancement of our US Phase I/II Cell Pouch Clinical Trial;
- Evolving stem cell-derived islet technologies, with the end goal to provide an unlimited supply of stem cell-derived islet cells for the anticipated treatment of any person inflicted with insulin-dependent diabetes;
- Continuing the evaluation of alternative novel local immune protection technologies for therapeutic cells, to be used in conjunction with our Cell Pouch technologies, for potential in-licensing or acquisition;
- Advancing further IND enabling preclinical proof of concept studies for the treatment of postoperative hypothyroid disease;
- Developing additional collaborations with pharma companies; and
- Releasing results of our research through publications in peer-reviewed scientific journals and conferences.
"While COVID-19 has introduced uncertainties for all people and businesses worldwide, we are proactively evolving how we operate and are adopting alternative methods and approaches to enable us to carry on our business and the US Phase I/II Cell Pouch Clinical Trial with the goal of mitigating potential impact. We are also continuing to advance our scientific, clinical and business activities within the context of the COVID-19 situation and are committed to following the evolving guidelines recommended by WHO, CDC, and the Federal and Provincial Governments of Canada to protect the safety of our employees and families, collaborators and business partners," said Dr. Philip Toleikis. He continued, "Despite the current environment, we are focused and committed to build upon our recent clinical and preclinical program achievements towards further important advancements in 2020 to deliver long-term value to our shareholders."
Hype and thesis presented.
jwall
