Diskusjon Triggere Porteføljer Aksjonærlister

PCI Biotech - 2020 1 Småprat (PCIB)

De har ekstremt mye å gjøre og utnytter ressursene de har til det fulle. Utrolig lav cash burn. 100% av tiden de har til rådighet blir vurdert opp mot hvordan de kan maksimere verdien for aksjonærene. Å lande en eller flere avtaler eller fult fokus på aktivering av sites i pf2 er rett og slett høyere prioritering enn å fikse hjemmesiden tror jeg

2 Likes

Ja , er helt enig theLion
PCIB’s hjemmeside og oppdatering av denne samt feilinfo og manglende profilering koster sansynligvis selskapet mange potensielle fremtidige aksjekjøpere.

Men denne diskusjonen har vi hatt mange ganger før.

1 Like

Veien videre for PCIB.
Med henvisning til det som har skjedd og skjer i PHO etter bytte av CEO der , hvorledes ser vi for oss oppbygningen og driften og ikke minst vyene til å ekspandere selskapet opp til å bli et stort biotekselskap i internasjonal målestokk?

En tar kanskje “seieren på forskudd” ved å bringe dette temaet frem i dagen allerede på nåværende tidspunkt men har dagens ledelse rette instillingen til denne fasen av utviklingen?
Dagens ledelse er utrolig dyktig innen forskning og utvikling men inntektsgivende avtaler/lisenser kan når som helst slå ned som lyn fra klar himmel og vipps så er selskapet over i en annen fase hvor kapitaltilgang ikke lenger er noe problem.
Er vi da best tjent med dagens ledelse som kanskje har sin største styrke innen forskning eller trenges det andre type koster tilpasset denne nye tiden som kanskje er nærmere enn vi tenker over?

Får en følelse av at dagens holdning ofte er…jamen , hva kan en forvente at 16 personer kan klare…påfølgende skryt over lav burnrate , etc (som jo forsåvidt er korrekt)
Videre , forhandlinger med AZ uten ansatte med denne fagkompetanse , den tar vi selv…

Mange 10-års fokus på kostnader har utvilsomt vært noe av grunnlaget for dagens suksess men i brytningsfasene vi nå fronter så savner jeg lederen som står i front og har vyer om å skape et stort og kapital-inbringende foretak.

Hvor hadde PHO vært i dag med et tidligere CEO bytte fra forskning til kommersialisering?

3 Likes

Mener PCIB har kommunisert at de leier inn kompetanse til bla dette?

8 Likes

Synes forslaget er ualmindelig lite gjennomtenkt. DS rir den hesten Hestdal har salet. Ikke mer! Salg av scop tar 12mnd!
PW har erfaring fra salget av Algeta. Det eneste han mangler er tid siden det er faa ansatte.

3 Likes

Ser du på siste seksjon i børsmeldingen om 3Q19-resultater

http://pcibiotech.no/pci-biotech-third-quarter-2019-results/

Så står det følgende:

" In parallel we continue to lay the groundwork for expanding our fima Vacc and fima NAc technology platform programmes. The positive initial feedback on an important patent application on mRNA delivery and the expansion of the collaboration with AstraZeneca are both encouraging developments for fima NAc . This progress has been matched with an organisational expansion and we look forward to further enhance our strategic execution capabilities in the coming quarters, adds Walday."

Med da fokus på " This progress has been matched with an organisational expansion".

For meg virker det som de har ansatt en person for å få i land AZ-avtalen, og følge opp alt som har med det å gjøre.

16 Likes

Tror ikke vi skal være redd for at dem ikke leier inn konsulenter med spisskompetanse på avtaler. Alt annet er utenkelig.
Man “leker ikke butikk” når det er snakk om milliarder.

8 Likes

Mener selv å ha lest eller hørt at PCIB (PW) har uttalt at de leier inn hjelp i disse prosessene men presiserte at valg av beslutninger satt hos ledelsen.
Og så er der vel besluttet 2 ansettelser.

2 Likes

Dette er vel direkte feil hvis du mener Per Walday CEO i PCIB

2 Likes

Likevel sier du: “forhandlinger med AZ uten ansatte med denne fagkompetanse, den tar vi selv”. Leter du etter noe negativt i dag?

3 Likes

Fått med deg denne ? https://www.lmi.no/2019/12/16/bruker-lys-for-a-gjore-medisiner-mer-effektive/

I seksjonen “Optimistisk om fremtiden” så er vel PW svært framoverlent om fremtiden

9 Likes

Uttalelsen “dette tar vi selv” stammer vel fra PW dersom jeg ikke husker helt feil i forbindelse med at en som hadde dette området ikke ikke ble erstattet da han sluttet i selskapet. (husker ikke navnet)

Nei , på ingen måte forsøk på å grave opp negative forhold.
Jeg har selv 70% av min sparekapital i selskapet så hvorfor skulle jeg det?

Kun forsøk på å skape litt debatt.

Det er veien videre som jeg forsøkte å sette fokus på.

1 Like

Helt greit å skape debatt ufo, men denne gangen diskuterte du mest med deg selv :wink:

3 Likes

Du har rett. Forvekslet PW med CBO i Targo

1 Like

Ufo; 100% enig i de svakhetene ved ledelsen som du berører. Det er et helt “Stillehav” mellom å bedrive forskning i vår lille “andedam” og det å skulle komme kommersielt inn på den internasjonale arenaen. For meg virker det som få av skribentene her på TI evner å ta dette inn over seg.
Jeg har kjempetro på PCIBs`teknologi, men er meget skeptisk til at den nåværende meget “tynne” management har nødvendig evner og kompetanse til å kommersialisere teknologien internasjonalt.
Men dette temaet har vært oppe tidligere, og dessverre viser slike kritiske spørsmål svakheten med TI som diskusjonforum.
Ved kritiske spørsmål til ledelsens kompetanse er det mange som blindt skyter ut piggene og ikke er i stand til å diskutere dette eller andre kritiske spørsmål vedrørende PCIB.

5 Likes

Hvis du ser hva ansatte, ledelse, styret og advisory board har levert av resultater faller det på sin egen urimelighet. Det er til overmål internasjonal kompetanse og kommersiell kompetanse i selskapet.

Men for all del hvis du ikke har tro på selskapet er det greit det men ikke på bakgrunn av mangel på kommersiell eller internasjonal kompetanse i selskapet.

AstraZeneca er top 10 big pharma og det er samarbeidspartner og det spekuleres i kommersiell avtale etter endt forskningssamarbeid. AZ er så internasjonalt som du kan få det.

PCI Biotech har seks ulike internasjonale forskningssamarbeid med biotek selskap.

All honnør til ansatte, ledelse, styret og advisory board som gjør en glitrende jobb! Gratulerer og ønsker dere et godt nytt år! Vel fortjent!

MANAGEMENT:
Dr. Walday formerly had the position as Global Head of Project Management at GE Healthcare with responsibility for project management of all pharmaceutical product development.

From 1989 to 1997 Mr. Høgset was working as a Senior Scientist and Project Manager at Nycomed (now GE Healthcare).

Ms Eivindvik formerly held the position as VP Business Operations, in Alertis Medical AS, a Norwegian medical device company. She has extensive pharmaceutical development- and manufacturing experience from several scientific-, management- and global project director positions within GE Healthcare (formerly Nycomed Imaging/Amersham Health).

Olivecrona held the position as Senior Medical Director at Swedish Orphan Biovitrum (Sobi AB) in Stockholm, Sweden, with the responsibility for medical affairs and all medical aspects of business development for Sobi’s international partner product Portfolio. Prior to this, Dr Olivecrona held various positions spanning from preclinical and clinical development to regulatory interactions.

STYRET:

Bøhn : Over the ensuing 12 years he gained broad experience from management positions in the pharmaceutical industry within drug safety, international marketing and operations and clinical research as well as gaining a post-graduate Diploma of Pharmaceutical Medicine. After the years in the industry he joined Fondsfinans as a financial analyst covering the life science sector.

Dr. Herder currently holds the position as Executive Vice President at Medivir AB (listed at Nasdaq, Stockholm). Prior to that she was the CEO of Modus Therapeutics AB, a Swedish drug development company. She has over 25 years of experience from the life science industry, both from the areas of drug development as well as business development. Previous positions include Sobi, where she built up the portfolio management function and worked with Corporate Development.

Viksmoen: After 10 years as surgeon he started his professional life in the pharma industry at the Norwegian subsidiary of Merck & Co. Inc. in 1990. During the last 25 years he has gained a broad international experience through several international management and executive roles within the pharma, biotech as well as medtech industry. His main responsibilities and capabilities have been within commercialization of innovation, i.e. managing and leading commercial focused business unites and organisations. In addition, he has over the last close to 10 years broad experience leading listed companies.

Furberg: She has broad senior leadership experience, coming from her 35 years in sales, marketing, strategy and general management in Pharma/Biotech. Her experience is in different areas of specialty care, and from small to large global companies. Hilde Furberg has worked in Companies like Baxter and Genzyme, she was most recently European Head of Rare Diseases for Sanofi Genzyme. In addition to working for Genzyme/Sanofi Genzyme, she has since 2005 been a non-executive director, and board member of BerGenBio, Probi, Pronova, Clavis and Algeta. She is currently an industrial advisor to Investinor

Hughes: he joined Zeneca in 1994. He had roles of growing managerial responsibility in AstraZeneca, including Worldwide Director of Discovery Medicine; Oncology and Infection, Worldwide Clinical Head of Early Phase Oncology, and most recently Global VP of Early Clinical Development. He has been clinical investigator on over 200 clinical trials and leading over 50 research and early clinical development programmes of novel candidate drugs. Currently Professor Hughes holds a position as Strategy Director of the experimental cancer medicine at Manchester Cancer Research Centre, UK

ADVISORY BOARD:

Vermorken: oncology. In addition, he coordinated large clinical trials in breast and colon cancer, including the OncoVAX®’s Phase III trial. His main research areas concern early clinical and pharmacological studies with new drugs, studies on the interaction of chemotherapy and radiation therapy, HPV in various malignancies and immunological approaches. Dr. Vermorken is a member of the European Organization for Research and Treatment of Cancer (EORTC) Gynecological Cancer Group (GCG) and the EORTC Head and Neck Cancer Group (HNCG). He chaired the EORTC-GCG from 1983 to 1989 and the EORTC-HNCG from 2006 to 2009. He is still an active member with both groups. He is an officer for ESMO, was a member of the ESMO executive committee during the time that he chaired the ESMO National Representative Committee (1991 – 1996) and the ESMO Education Committee (1996 – 2002) and is a prominent member of the ESMO faculty. He is also a member of the International Gynecological Cancer Society (IGCS), was founding chair of the Gynecological Cancer Intergroup (GCIG) and was Chairman of the Belgian Association of Cancer Research (BACR) from 2003 to 2011, now still being part of its board. Dr. Vermorken is a member of six editorial boards of international journals, reviewer of 13 cancer journals and author or co-author of more than 500 publications in international journals.

Berg: He has a broad background in developing technologies from the bench via preclinical animal-based studies to the clinic and has contributed to establish two companies currently listed on the Oslo Stock Exchange with 2 products approved for clinical use and several in pipeline. Professor Berg is an inventor of Photochemical Internalisation (PCI). He has received several prices such as Claude Rimingtons memorial prize, Pater-Leander-Fischer prize by Deutsche Gesellschaft für Lasermedizin, Kendric C. Smith Innovation Lecture Award and European Society for Photobiology Award for Excellence in Photobiological Research. He is also an appointed Member of the Norwegian Academy of Science and Letters from 2014. He has been President of the European Society for Photobiology (2007-2009), visiting professor at the Medical Faculty, University of Wroclaw, Poland, and professor at School of Pharmacy, University of Oslo from 2009. Professor Berg has published more than 200 papers, mainly in peer reviewed journals and is co-inventor of 8 patents.

Dr. Taskén is Professor of Medicine at UiO since 2001, has published some 275 peer-reviewed scientific papers (cited more than 10,000 times, h-index 55) and is an inventor of more than 15 patent families. His current research is in immune regulation, tumour immune evasion mechanisms and cancer cell signalling. He has also established the Norwegian chemical biology initiative, the academic HTS screening platform at UiO and started cancer drug sensitivity screening for future implementation in precision medicine pipelines. Dr. Taskén won the Anders Jahre Medical Award for Younger Scientists in 2002 (Nordic Prize), was elected to the Norwegian Academy of Science and Letters in 2005 and won the King Olav V’s Prize for Cancer Research in 2016 (life achievement award by the Norwegian Cancer Society). He was Director of the Biotechnology Centre of Oslo, UiO, from 2003 to 2016 and founded Centre for Molecular Medicine Norway, Nordic EMBL Partnership, UiO, where he served as the Director from 2008 to 2018. From January 2018, Professor Taskén holds the position as Head and Director of the Institute for Cancer Research (ICR) of Oslo University Hospital. He serves on several scientific advisory boards and holds a number of commissions of trust and was recently appointed to the EU/EFPIA Innovative Medicines Initiative (IMI) Scientific Committee. Dr. Taskén was also co-founder and Board member of Lauras AS, where he was VP R&D for almost 10 years and has been involved with several other biotech start-up companies.

Van der Burg: staff member at the department of Immunohematology of the LUMC and assistant professor, Leiden University, and was promoted to full professor in 2010. His research focus is on immunotherapy in oncology, including cancer vaccines, aiming at developing new treatments of solid tumours. With a translational approach, Dr van der Burg’s research spans from preclinical studies and methodological development to clinical trials and collaborative initiatives with special focus on human T-cell response against tumour-specific and associated antigens, as well as the various neoplasia related immunological host-tumour aspects associated with the functionality of novel immunotherapeutic approaches.
Professor van der Burg has participated in several international collaborations on a variety of projects around HPV-specific humoral and cellular immunity induced by natural infection or by vaccination. He is leading the Experimental Cancer Immunology and Therapy group, and is a Member of the permanent Science Committee (VCW) of the LUMC and the Steering Committee of the “Cancer Pathogenesis and Therapy” program. Professor van der Burg is Advisor for the immunomonitoring of spontaneous and immune therapy induced immune responses at the Dutch Cancer Institute, and a member of numerous international advisory committees and societies including American and European societies for immunology or cancer (AACR, C-IMT, ESMO) and the International Papillomavirus Society.

25 Likes

Jeg tror ikke et selskap på PCIB sin størrelse bør prioritere å sitte med slik kompetanse i eget hus at de kan forhandle frem store avtaler på egen hånd. Da er det mye bedre å leie inn tung kompetanse de(n) gangen(e) de har bruk for det.

14 Likes

flott stykke arbeid @Jubel
oxo har vi Karin Staudacher, M.Sc. as Clinical Project Director.

PCI Biotech is focused towards initiation of the pivotal study and has further strengthened the organisation by appointing Karin Staudacher, M.Sc. as Clinical Project Director. Staudacher will assume operational responsibility for PCI Biotech’s pivotal study. Staudacher brings extensive project management experience from multinational clinical research projects including Algeta’s Phase III trial for Xofigo, a product marketed by Bayer and reached the market in 2013. Most recently, Staudacher held the position as Director Clinical Development at the biotechnology company Targovax ASA.

Vår CRO «Contract Research Organization» PPD som har ansvaret for oppfølging av sykehusene og pasient rekrutteringen i RELEASE studiet har oxo tre forskjellige kontorer i Japan og ett i Korea blant annet. Og dermed erfaring med hvordan man utfører kliniske studier i Japan og Asia Og vil således være en god støttespiller for vår event. partner i Asia.
https://www.ppdi.com/

9 Likes

Snøffelen

Når jeg ser noen år tilbake, husker jeg godt din trofaste vepner iPHO, Medisinmannen.
Han synes å ha trukket inn årene.
For ikke å glemme, han, som tidvis syntes din optimisme med PHO, ble vel overdrevet, og derved begynte å gi deg tilnavnet Snøfflus.
Men, tålmot synes endelig å ha resultert i et etterlengtet gjennombrudd, både for datteren PCIB, såvel som for moderen PHO!!

5 Likes

Da husker du nok helt feil Ebitor, Medisinmannen og jeg hadde en god og konstruktiv tone, og han ga meg aldri tilnavnet Snøfflus.

Det var det en annen som gjorde, som sikkert har et annet nick på TI nå, enn det vedkommende hadde på HO.
Forøvrig ga vedkommende Medisinmannen tilnavnet Medisinertmannen.

Og å hevde at Medisinmannen har kastet inn årene er nok litt forhastet. Han skrev senest et innlegg på HO 2. juledag, så at noen i jula ikke har skrevet et innlegg på 2 dager holder ikke til å komme til den konklusjonen Ebitor.

8 Likes