AroCell AB 2.0 - mainettaan parempi

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872

Maybe the restrictions due to Covid is starting to ease also in Indonesia?

“Starting from today (march 22), Indonesia has lifted all quarantine requirements for overseas visitors, two years after it imposed border restrictions to stem the spread of COVID-19.” /…/

“The announcement came as Indonesia recorded just 4,699 new cases of COVID-19, less than a tenth of the toll that the country was recording as late as mid-February – the latest evidence that the Omicron variant of COVID-19 spreads rapidly but then dies away relatively quickly.”

873

Noted in this information from 2017 that professor Per Anders Abrahamsson is referring to what could perhaps be (?) yet another collection of longterm stored deep freezed blood samples related to PSA and screening of prostate cancer.

“An Update of the European/Swedish Screening Trial” (Per Anders Abrahamsson, 2017)

"There was also an interesting comparison between the screened population in Göteborg and my own center in southern Sweden, Malmö… because we had access to freezes where we have blood samples stored for more than 40 years, in a preventive project initiated by my former teacher and professor… so
by using all these bloodtests from Malmö…"

Source (09:09 - 09:37):

Perhaps analyses of data on TK1 from these more than 40 year old blood samples from Malmö could complement the findings from the recent 30 year followup study by P-O Lundgren, Bernhard Tribukait and co-workers?

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AroCell ja Biovica saavat kilpailijan eturauhas-kentälle:

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@ Prostatype Genomics

Yes, in my view it looks like another interesting possibility where AroCells biomarker serum TK1p could be included in panels of complementary biomarkers, potentially contribute as an add-on, in combination with the other parameters.

One important difference in this case, though, seems to be that Prostatype needs biopsies to be able to make a prediction. AroCells biomarker, which can be measured directly in a simple blood/serum sample, may therefore contribute differently, and bring other important benefits to the overall management of the disease.

Also, of course, TK1 is a very special biomarker as it is closely linked to the cellcycle and the increased proliferation in tumours. On top of that TK1 is commonly dysregulated specifically in cancercells, which make the connection between TK1 and cancercells and tumours even stronger (amateur-view, of course).

So, different biomarkers have different strengths and benefits… and, as I understand, it is rather the best overall combination of different diagnostic methods that will make the biggest impact.
Personally I am quite convinced that AroCells TK1 is such a kind of biomarker that has great potential to be used as an important add-on in panels including different combinations with other biomarkers.

So, maybe Prostatype should not be seen as an competitor… rather as another opportunity in view of the possibility that sTK1p could further strengthen the Prostatype index (which seems to allready include a protein biomarker such as PSA)?

Of course there are a lot of clinical situations where sTK1 alone is an appropriate biomarker, such as for example in blood cancers and in late stage cancers that have allready spread. But the perspective of TK1 as included in combinations with other biomarkers (different setups in different cancers and other clinical situation) may be an even greater field of implementation of TK1. At least in my view… as an amateur…

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This external article, published jan 2022, may be quite interesting as it highlights the role of TK1 in liver cancer (HCC, hepatocellular carcinoma). The authors investigates TK1 in HCC from an overall perspective, both as a serum biomarker and also the expression of TK1 in tissue as well as TK1-related genes. A main theme is the interesting and widening perspective of TK1 as also playing a role in the immune respons in HCC.

Quotes from the article, highligting TK1 as a serum biomarker in HCC:

"The serum level of TK1 has been found to correlate significantly with cancer stage. TK1 is therefore a potential biomarker for cancer recurrence and treatment monitoring, and may also have advantages over current biomarkers." /…/

“We recruited 100 HCC patients and 100 healthy controls in order to compare the expression of TK1 and AFP in the serum of these two groups.” /…/

“The TK1 and AFP serum levels in HCC patients were significantly higher than those in healthy controls. Liver tissue analysis showed that the expression of TK1 in HCC patients was also significantly higher than in healthy controls.” /…/

Source (published jan 2022): Frontiers | Comprehensive Analysis of Immune-Related Prognosis of TK1 in Hepatocellular Carcinoma

Personally I think the article also shed some light on the important aspect that measurements of TK1 in tissue versus measured in serum is NOT the same thing (amateur view, of course). TK1 measured in serum represent, as I understand, profoundly different aspects/qualities than TK1 measured in tissue. And the same goes for the expression of upregulated genes associated with TK1.

That is - what goes on INSIDE the cells in the tumor (TK1 measured in tissue sample) is NOT equivalent to information obtained by measurements of the TK1 protein in serum (when tumor cells has disintegrated and TK1 protein has leaked out into the blood). These two datasets deliver profoundly different information and is NOT equivalent. And similar differences goes for the expression of TK1 related genes. It is NOT the same thing as the serum measurements.

I believe this may be a very important aspect that might have to be clarified, for example with respect to different potential future patent applications. For example - to be able to use the TK1 protein measured in serum as a prognostic biomarker in prostate cancer, represents a profoundly different aspect of the obtained information, as compared to using TK1 measured in tissue, or by analyzing TK1-related gene expression. (amateur view, of course)

Maybe it would be appropriate to create a context that makes even extremely bright and highly educated patentofficers more aware of this? The TK1 serum measurement is an independent discipline in it´s own rights, showing profoundly different characteristics, and should therefore NOT interfere with patents based on TK1 tissue measurement or TK1 gene expression. (amateur view, of course)

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877

Just for future inspiration…

Roche appears to be launching a new application called “cobas pulse”, and here is a link to a nice video from Roche describing the new workflow. The first area of implementation seems to be glucose monitoring, and on the timecode 1:08 Roche show several additional downloadable 3rd party apps that seems to be relevant in “cobas pulse”.

Perhaps is “cobas pulse” the new system that Magnus Aronsson have been working on? Magnus Aronsson, Global product manager Roche, also board member in Alertix Vet (also of note in the Alertix board, Anne Charlotte Aronsson, former CEO AroCell).
https://ch.linkedin.com/in/magnus-aronsson-85aaaa17

Also, Alertix made an earlier announcement in 2019 describing the possibility of the development of such a similar “TK1-test strip” that seems to be the method of choice in the new Roche cobas pulse system.

Yes… of course, all speculations… but maybe, just maybe, we will in the future see TK1 be implemented on a point of care system such as the cobas pulse from Roche…

Why not? If a cancer patient have significantly high TK1 values, than additional testing, surveillance / monitoring, at home would add important and valuable interim information, in addition to the scheduled labtests at the regular hospital visits, say, once a month? Maybe a TK1 test-strip would be able to deliver, at least, that kind of important supplementary interim information?

Also, there could also be developed other sorts of TK1-point of care solutions… more complex than the simple test-strip, with even more precise evaluation… and such kind of TK1-point of care instruments could be suitable at, for instance, doctors office and deliver very precise TK1-measurements in about as short time intervall as, say, 10-15 minutes.

Maybe AroCell have a vision to combine such a TK1-point of care test with measurement of cytokeratins.

Time will tell… things don´t seem to happen fast though… thinking back through the years following the company… it seems incredible difficult to commercialize this biomarker… what is Roche doing? Really?

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Looks as if AroCell will be participating at RedEye Growth Day, June 2, 2022.
https://www.redeye.se/events/833514/redeye-growth-day-2022

Time to event: 36 days 15 hours 41 minutes.

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880

Published allready in 2016, the following study looks quite interesting as it may indicate a possible backdrop, background, to eventual upcoming efforts by AroCell in combining cytokeratins and STK1p. The study determines mRNA cytokeratin-19 and TK1 protein in blood samples. Quote from the study:

“The results indicate that positive CK19 expression predicts poor OS in patients with advanced gastro-intestinal cancer; however, that patients who are positive for CK19 but negative for TK1 might have a better prognosis. In other words, patients who are positive for both CK19 and TK1 expression have worse OS than those who are positive for CK19 but negative for TK1 expression in advanced gastrointestinal cancer.” Source: Europe PMC

Also of interest may be that the article provides a link between cytokeratins and the detection of CTCs (Circulating Tumor Cells). Quotes on CTCs from the study (2016):

“The detection of CTCs in the blood requires highly sensitive, specific, and reproducible methods.” /…/
" Cytokeratin-19 (CK19) is a cytoskeletal protein that is expressed on epithelial but not on mesenchymal cells. It is the most commonly used marker for CTCs." (Quote from 2016)

This possible relationship between CTCs and cytokeratins is a new concept to me, and if it unfolds that AroCells immunological biomarkers are of relevance in, also, detecting CTCs, than that would certainly, in my view, add to the picture.

Yes, the study detects mRNA cytokeratin-19 in blood, giving results which is probably not identical to results obtained by AroCells / IDLs immunological method… but still, it would be quite interesting if this potential link to CTCs turns out to be of some relevance.
From a conceptual view it would, than, perhaps be possible to describe AroCells technologies from a somewhat broadened perspective - also including aspects of, links to, Circulating Tumor Cells?

This study performs the measurements in patients that are treatment-naive, and enables prognostic information. It will be really interesting to see if it will be possible to broaden the area of application using combined measurement of cytokeratins and TK1, maybe also including, for instance, patients receiving chemotherapy?

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881

As a followup to some speculations in the forum-post of 15 February, about Per Venge and Philips, this seems to be a recently approved US patent, now held by Philips and with Per Venge as co-inventor. The patent seems to have been approved on 8 March 2022 (about 3 weeks after the forum-speculation).

“The present invention relates to the means and methods for the detection of bacterial infections, methods discriminating between viral and bacterial infections, methods of stratifying patients for subsequent treatment and further diagnostic purposes and methods to monitor antibiotherapy. The present invention is based on the detection of specific epitopes of human neutrophil lipocalin (HNL) using specific binding agents.”

https://patft.uspto.gov/netacgi/nph-Parser?Sect1=PTO2&Sect2=HITOFF&u=%2Fnetahtml%2FPTO%2Fsearch-adv.htm&r=1&p=1&f=G&l=50&d=PTXT&S1=11270782&OS=11270782&RS=11270782

Ok… so now, by 8 March 2022, Per Venge and Philips have this approved US patent. Maybe notable from the patenttext is the clinical background research that seem to indicate that some 5% of acute infections may be related to mycoplasma - and this fraction is apparently not covered by this patent:

“Heparinized whole blood and EDTA-plasma were collected from 600 patients with symptoms of acute infection and from 144 apparently non-infected healthy subjects. /…/ 240 patients were classified as having bacteria or virus as the likely cause of their infections and 325 patients were judged to have a possible or uncertain cause of their infections. 35 patients had mycoplasma as their cause of infection. In the patients with a likely cause of their infections, the infection was confirmed by objective tests such as bacterial culture and/or PCR and/or other objective tests. Also CRP and white blood cell counts were included in the diagnosis. This latter group of patients, without those having a mycoplasma infection, constituted altogether 384 subjects (healthy: 144, bacterial infections: 185, viral infections: 55) and was the group used in this report to examine the diagnostic performance of the biomarkers.”
(Quote from the patent-text)

That is: “This latter group of patients, without those having a mycoplasma infection /…/ was the group used in this report to examine the diagnostic performance of the biomarkers.”

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Continuing the speculations in the direction of acute respiratory syndrom (Per Venge) and the role of Mycoplasma… :slight_smile:

It is certainly not at all difficult to find articles investigating the role of Mycoplasma Pneumonaie as a co-infection in severe cases of COVID-19. Just google “mycoplasma covid” and a wealth of links show up.
As this very recent article (appears to have been published yesterday, April 28 2022).

"In this retrospective study, we have found that a co-infection with M. pneumoniae significantly correlates to increased patient overall mortality, LOS, and need for mechanical ventilation among COVID-19 patients.

Patient mortality was approximately two times higher in COVID-19 patients having co-infection with M. pneumoniae . Based on the co-infection rates of other large-scale infections of the past, we suspect that it would also apply to the ongoing COVID-19 scenario as well."

When looking into the potential synergy of M. pneumoniae and SARS-CoV-2, it was found that both target the lungs at similar locations, and cause large inflammatory responses. They both attack the lung respiratory epithelial layer similarly. /…/

“Clinicians should be mindful of and evaluate for co-infections, particularly M. pneumoniae , in COVID-19 patients. Further research can expand on our findings and seek ways to improve SARS-CoV-2 morbidity and mortality. It is evident that M. pneumoniae co-infection in COVID-19 patients leads to higher mortality rates, longer hospitalizations, and increased rates of mechanical ventilation.”

Source:

Maybe of additional interest (?) is perhaps also the mention of “lung respiratory epithelial layer” in the quotes above.

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Redeye embraces AroCell’s Q1’22 report, demonstrating good cost control and higher sales than expected (albeit still in small figures). We slightly up our Base Case following the report - our fair value range suggests a hefty upside from today’s share price levels, but we emphasize the market volatility and an overhang from guarantors’ commitments from the rights issue.

Follow companies at Redeye to receive the latest equity research within Life Science and Technology.

This is a press release from Redeye - Research Powered Investment Banking. https://www.redeye.se/

Attachments

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884

Oncodynamix - have anyone seen this apparently new AroCell collaboration before?
At least new to me…

Oncodynamix - including TK210 ELISA:

About Oncodynamix:
https://www.linkedin.com/company/oncodynamix-lifesciences

Seems as if the Oncodynamics website could be a rather new launch, with just two entries at wayback-machine, 15 Dec 2021 and 2 Apr 2022: Wayback Machine

So this would possibly be a new AroCell collaboration?

885

AroCell ilmoittaa tänään, että he ovat aloittaneet keskustelut Attana AB:n kanssa kulutustarvikkeiden, kuten anturisirujen, tuotannon siirtämisestä AroCelliin.
Attana on analyyttisten instrumenttien yritys life science -alalla, ja sillä on laaja asiakaskunta, jolla on monen vuoden kokemus laatu- ja tuotekehityksestä in vitro -diagnostiikan (IVD) ja lääkealan yrityksille. Patentoituun teknologiaan perustuen yritys myy itse valmistettuja analyyttisiä instrumentteja.

Attana suunnittelee nyt kuluvien tarvikkeiden, kuten anturisirujen ja reagenssien, tuotannon siirtämistä AroCellin tuotantolaitoksiin.

”Odotamme innolla, että voimme soveltaa osaamistamme ja resurssejamme Attanan kulutustarvikkeiden tuotannossa. Se on myös tärkeä askel kasvattaaksemme liikevaihtoamme ja katteitamme tuotantoyksikössämme”, sanoo Anders Hultman, AroCellin toimitusjohtaja.

”AroCellin kokemus ja tuotantokapasiteetti sopivat hyvin Attanan kulutustavaroiden tuotantoon. Tämä lisää joustavuuttamme ja katteitamme tuotannossa ja vapauttaa samalla resurssejamme”, sanoo Attanan perustaja ja toimitusjohtaja Teodor Aastrup.

Yhteystiedot

Anders Hultman, toimitusjohtaja

Puhelin: +46(0)18 50 30 20

Sähköposti: anders.hultman@arocell.com

Tietoja AroCellistä

AroCell AB (publ) on ruotsalainen yritys, joka kehittää ja markkinoi veri- ja virtsanäytetestejä. Yhtiö on erikoistunut onkologiaan ja bakteriologiaan. Yrityksellä on laaja tuotevalikoima, jota käytetään terveydenhuollossa ja joka on vakiintunut eri markkinoille. Onkologiassa AroCell käyttää erilaisia ​​biomarkkereita, TK1:tä ja sytokeratiineja, tukemaan erilaisten syöpien, kuten rinta-, eturauhas- ja virtsarakon syöpien, hoitoa. AroCellin tuotevalikoimaan kuuluu myös nopea bakteriologinen testi lavantautien yksinkertaiseen ja turvalliseen diagnoosiin. AroCell (AROC) on listattu Nasdaq First North Growth Marketissa ja Redeye AB:n sertifioitu neuvonantaja: Certifiedadviser@redeye.se, +46 (0)8 121 576 90. Lisätietoja; AroCell - Precision monitoring in cancer care - Arocell TK 210 ELISA

Liitteet

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886

Tuo olisi toteutuessaan hyvä uutinen.

Sijoittajana voisi luottaa siihen että antia ei ainakaan tarvittaisi

ja voitaisiin samalla hakea uusia markkinoita omille tuotteille ja tehostaa myyntiä nykyisillä markkinoilla.

Tuo myös toisi uusia asiakkaita sopimusvalmistuksen puolella

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Followup on Oncodynamics, which seems to have some kind of connection with AroCell-Inveniolife.

Here, in this AroCell poster (published by Inveniolife) from 2020 there is a reference to TheraIndx life sciences: https://inveniolife.com/wp-content/uploads/2021/06/AACR-2020.pdf

And the following link shows a connection between TheraIndx life sciences and Oncodynamix:

“The Oncology team of TheraIndx with extensive experience in Cancer Drug Discovery and Development help our partners using our patented Artificial Intelligence based predictive models (OncoDynamiX) /…/” https://www.theraindx.com/in-vivo-oncology.php

An overall idea behind Oncodynamix seems to be to provide a method to evaluate if a cancerpatient will benefit from a specific therapy - before starting the therapy. And the rather unusual commercial selling approach on TK210, provided by Oncodynamix, includes also screening.

“TK210 is the most powerful screening, prognostication and therapy monitoring biomarker assay for cancer.” /…/ “More reliable and accurate biomarker compared to existing markers like Ki-67, PCNA, PCA.” https://oncodynamix.com/precision-medicine.php

So, as Oncodynamix aimes to provide this method as to beforehand evaluate the patient respons, the company seems to be more than a “conventional” preclinical research facility.

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During the last years there has been a lot of focus on Biovicas approach in metastatic breast cancer, which obviously includes development of diagnostics targeting CDK4/6-inhibitors. As I understand, CDK4/6-inhibitors in general does not belong to the class of Chemotherapy drugs, and Biovica has also officially declared that DiviTum will not be further developed towards Chemotherapy drugs.

As a consequence, much of focus related to TK1, that is Biovicas TK activity, has been related to the development of diagnostics towards CDK4/6-inhibitors, maybe with the impression that Chemotherapy perhaps is of a somewhat diminishing relevance in metastatic breast cancer?

On the other hand, following the ongoing development of the drug Enhertu, there seems to also emerge other important new diagnostic targets related to Chemotherapy in metastatic breast cancer.

“A treatment category that is very interesting and will probably expand a lot in the coming years is antibody conjugates with chemotherapy drugs, which are based on an antibody transporting the chemotherapy drug directly into the cancer cell.” /…/

“The first antibody conjugate came in 2015, but since then it has been relatively quiet on that front. Several new drugs are now expected in this category, says Henrik Lindman.” /…/

Just a few days ago Enhertu apparently recieved a standard approval from FDA in metastatic breast cancer:

“The approval was granted under the FDA’s Real-Time Oncology Review (RTOR) programme and converts the accelerated approval of Enhertu in later line HER2-positive metastatic breast cancer to standard approval, broadening Enhertu ’s breast cancer indication in the US to earlier lines of use in patients with HER2-positive metastatic breast cancer.”
https://www.astrazeneca.com/media-centre/press-releases/2022/enhertu-approved-in-us-for-2l-her2-positive-breast-cancer.html

So, maybe the important CDK4/6-inhibitors are not the only “hot-spot” in metastatic breast cancer?
And, as Biovicas DiviTum is not further developed towards Chemotherapy, than perhaps this specific area, represented by Enhertu and other coming drugs, is a coming target for AroCells TK1-technology which apparently is not excluding development towards Chemotherapy drugs?

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889

Onko Arocell arvo-osake?

Markkina-arvon ja kirjanpidollisen arvon suhde Arocellilla on 0,5. Tämä viittaisi siihen. Mitä mieltä olette ja joku joka osaa nämä asiat paremmin, olisi hieno kuulla mielipiteitä perusteluineen.

Alla Wikipediasta lainattua:

Arvo-osakkeen hinta on alhainen, koska yhtiöllä oletetaan olevan rajoittuneet kasvumahdollisuudet. Yhtiö saattaa toimia kypsällä toimialalla tai sillä on voinut olla merkittäviä vaikeuksia. Sijoittajat voivat pitää arvoyhtiötä tylsänä.[3]

Kasvuosakkeen ja arvo-osakkeen ero ei aina ole kovin selvä. Arvo-osake voi muuttua kasvuosakkeeksi tai päinvastoin.[3]

Arvosijoittamisessa eli arvostrategiassa sijoittaja uskoo, että arvo-osakkeiden tuotto on muita osakkeita parempi. Siinä hyödynnetään markkinapsykologian taipumusta liioitteluun. Sijoittajien poissaolo on johtanut osakkeen hinnan laskuun. Arvosijoittaja pyrkii tunnistamaan objektiivisin perustein aliarvostettuja yrityksiä ja olettaa, että niiden hinnoittelu korjaantuu ennemmin tai myöhemmin korkeammalle tasolle. Arvosijoittaja yleensä sitoutuu sijoitukseensa vuosiksi, koska hän uskoo, että arvosijoituksesta tuleva ylituotto toteutuu nimenomaan pitkällä aikavälillä.[3]

Tunnettuja arvosijoittamisen puolestapuhujia ovat Benjamin Graham ja Warren Buffett.

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890

Henk.koht. kokemuksesta lääketieteen osakkeet ovat lähinnä arpalappuja, vaikka “teknologia” niiden taustalla on jopa lähes vallankumouksellinen. Kerta toisensa jälkeen näkyy AroCellin ja Nabrivan kaltaisia käppyröitä, joissa 10 vuoden ajan on siellä täällä pieniä nousupyrähdyksiä sopivista uutisista tai niiden sarjoista. Mutta sitten taas lähtee ilmat pihalle ja palataan tiettyyn (yleensä matalaan) pohjatasoon, odottamaan seuraavaa katalyyttiä.

Parhaan tuoton tuntuisi saavan kun ostaa pohjista ja myy sopivassa kohtaa äkillistä nousua. Se ei ainakaan itselle “tuoksu” arvo-osakkeelta :slight_smile: Itse miellän sellaiseksi paperin, joka tuottaa hitaasti mutta varmasti.

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891

Tuo kertoo sen, että tällä hetkellä voi olla monia perusteltuja näkemyksiä Arocellin luonteesta. Vasta tulevien vuosien päästä voi sanoa oliko se arvo-osake. Omassa salkussani se on n. 80% miinuksella ja niin vähäinen, että ajattelin pitää sitä vielä vuosia, kun verovähennystä siitä ei saa kovinkaan paljoa.

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