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Other than HVO-001 (POL-001) the other IP dates back years and they used to be branding it as Pathomics which is Pathway analysis with omics, their drug discovery methodology. Check this old RNS from 2014 https://www.lse.co.uk/rns/HVO/trading-update-pdjtc82c6ibopum.html
They used Pathomics to find the biological target for severe flu treatment, then looked for a molecule that could target it and found the compound that became HVO-001.
This methodology of looking in immensely fine details at the biochemical pathways to find a point that you could intervene then finding a molecule that would change the pathway is what I think is the biggest value IP in Poolbeg.
Years ago when developing their asthma challenge trials methodology, they were also doing Pathomics analysis of the biological data to discover new targets in the disease to target. Now asthma is a big market. If a nonsteroidal treatment could be developed from their work Poolbeg would be a monster company, would probably quickly be bought out
Or this
26 Nov 2015 RNS .. "a range of high quality samples over the course of a disease or exacerbation will help to capture a full picture of the continuum of the disease, a process it calls 'Pathomics'. Armed with a full picture of the disease lifecycle, the Directors believe that hVIVO will be in a proprietary, informed position to select the right drug targets at which to aim compounds, select the right biomarkers in which to develop diagnostics, power consumer health products, and provide the biological evidence needed to simplify and streamline the clinical trial process itself. "
Flu and asthma are first targets.
Not sure if it helps, but I think of this as the physical (samples) equivalent of DIM's data capture and processing.....with a little ( or rather, a lot of) AI thrown in to speed things up.
IMO
I was surprised to see Pathomics in Poolbeg as I thought it would be a better fit in DIM as it depends on the data set and years of samples.
This might indicate that the DIM will be less focused on this drug discovery area and more on the health data sector. What do others think?
Thanks for the 'back story' on this.
I think you've answered your own Q, when you shared .."This methodology of looking in immensely fine details at the biochemical pathways to find a point that you could intervene then finding a molecule that would change the pathway is what I think is the biggest value IP in Poolbeg..."
AIUI, Poolbeg is R and D , with in-house 'development', while DIM is data harvesting, with others paying for access, either for their own R and D (BIg Pharma) or for medical intervention/consumer application - public sector or personal 'health' monitoring .
AFAICS
HTH
..
Padrock/ET If you think about it makes sense to split the data side as the Wearables want it for a different reason from pharma which you highlighted. They could have packaged it differently within DIM of course but there is some sense in developing it alongside the other stuff in Poolbeg if they see the data models/ bio markers etc as having a big future in improving drug discovery which I know is a key area for pharma.
And Poolbeg will probably be the first customer for DIM (website certainly indicates it will be a customer) - presumably they'll feed the DIM data into Pathomics
What, imo, was initialy thought of as the least interesting and posibly of least value of the spin-outs is turning out to be quite a gem in it's own right. With a dream team of a BoD to push it forward.
Makes one wonder what they will achieve with the others.
Exciting times ahead, me thinks. :)
I may be duplicating
but on https://www.**********.co.uk/media/60cb4086f100b6321edd9b6a/?context=/series/daily-podcast
v o x m a r k e t s
CF is on there talking about Poolbeg.
Under Poolbeg, he mentions using their facilities, in the future, to going through challenge trials (phase 1 trials), spend c£5mn per trial and prepare them to be sold off to big pharma afterwards. Sounds like a great model!
Like the phrase, "dropportuinty", JW used reagrding the recent price movements. lol