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I agree that it's not that relevant for the p3, but as Missling keeps harping on personalized medicine, could be very important for the future.
Our new SVP of Regulatory Affairs presented for the FDA six months ago at the conference for the American Association of Pharmaceutical Scientists(AAPS):
Presenting Author: Emmanuel Fadiran
Purpose: To assess the demographics of participants in clinical trials (CTs) submitted in support of “new drugs” (i.e., New Molecular Entity New Drug Applications (NME NDAs) and original Biologics License Applications (BLAs)) approved by the FDA’s Center for Drug Evaluation and Research (CDER) in 2015
https://annual.aapsmeeting.org/poster/member/65825
"AF710B(ANAVEX 3-71) fully reverts the cognitive deficit in aged McGill tg rats."
They've always said data to be delivered at scientific conferences, not investor conferences.
Did I just hear Missling correctly? He said P3 should confirm what we already know, not find out something new? That's a pretty confident guy who knows what we have, no? He said P3 should confirm what we already know so as to be ethical to trial participants and also not waste money on a drug that we know doesn't work.
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Just watched Missling on "The Deal". Hour long panel discussion which included a partner from Bain and the CEO of Contravir. General pharma landscape discussion, so not a lot specific to AVXL. All panelists were very impressive. Missling started a little slow as the Contravir CEO was a bit long winded. Impressive, but long winded. Missling hit his stride a few questions in. Really knows his stuff on both the science side and biz side.
Some nuggets:
The woman from Bain clearly knows who Missling and AVXL are. She mentioned Biogen as having some promising early results for Alzheimers, then turned to Missling, smiled and said hopefully we'll have even more successes soon. Later on she turned to him and smiled again when referencing promising compounds.
Missling mentioned three times how important data and data mining is to AVXL and they're really focused on that. Mentioned personalized medicine. Sounds like Ariana will be key.
The host asked about partnerships and buyouts and while I'm no expert by any means, it seemed like Missling would be cautious about giving up too much on an early deal so as to get maximum value on the back end.
Watch for yourself if you have an hour, but again, not a lot of specific focus on AVXL, but you get a good idea of how impressive Missling is.
Falconer,
In the conclusion section of the 3-71 poster, it reads:
"Importantly, the robust beneficial effects of AF710B were maintained following a 5-week interruption in the treatment, suggesting disease-modifying properties."
I realize this is just a mouse study, but isn't that a long winded way of saying CURE?
Tweet from Michele Sullivan, Senior Writer at Frontline Medical Communications, one of the healthcare industry's largest medical communications companies:
Michele Sullivan ?@Alz_Gal 40m40 minutes ago
#CTAD2016 #Anavex sigma1R agonist stabilized MMSE and ADLs over 1 year in AD patients. Also being investigated in PD and some epilepsies
#CTAD2016 #Anavex sigma1R agonist stabilized MMSE and ADLs over 1 year in AD patients. Also being investigated in PD and some epilepsies pic.twitter.com/KYQ5Yr3mgi
— Michele Sullivan (@Alz_Gal) December 10, 2016
Tweet from Jean George, Executive Director of Alzheimer Europe:
Jean Georges ?@JeanGeorgesAE 4m4 minutes ago
Phase 2a trial of @Anavex_News presented at #CTAD2016: favourable safety profile, reduction in insomnia and stability on MMSE at week 57
Phase 2a trial of @Anavex_News presented at #CTAD2016: favourable safety profile, reduction in insomnia and stability on MMSE at week 57 pic.twitter.com/57lNR0T8fm
— Jean Georges (@JeanGeorgesAE) December 10, 2016
Missling: “So, our compound, molecule which can be administered in a pill form is right now in a trial with patients who have, uh, communication and some who don’t. And we did not see a difference in the effect of the drug in a positive effect, either or. So, it’s basically independently of any other compound you would take today."
Would it be safe to infer that he said "combination" and the transcriber heard "communication" due to his accent?
"Silver Tsunami"
The aging workforce (controversially referred to as The Silver Tsunami)[1] refers to the rise in the median age of the United States workforce, to levels unseen since the passage of the Social Security Act of 1935. It is projected that by the year 2020, about 25% of the U.S. workforce will be composed of older workers (ages 55 and over).[2] While many factors contribute to the aging workforce, the Post-World War II baby boom created an unusually large birth cohort for the U.S. population, resulting in a large aging population today. This phenomena has many short-term and long-term implications, affecting many areas, including the U.S. economy, society and public health.
With larger numbers of older adults, there will be an increased need for geriatric care. Older adults will have to deal with more chronic diseases; older adults who have worked in the construction industry have shown high rates of chronic diseases.[14][18] Experts suggest that the number of geriatricians will have to triple to meet the demands of the rising elderly.[9] There is expected be a similarly increased demand in other healthcare professionals, such as nurses, physical therapists and dentists.[9] In addition, there is expected to be an increasing demand over common geriatric care consumption needs, such as medications, joint replacements and cardiovascular operations.[9]
https://en.wikipedia.org/wiki/Aging_in_the_American_workforce#Health_care
Looks like our piano player is back in that "Current Affair" teaser.
Also interesting that the platinum sponsor for that conference is Maxim Group, which just reiterated it's "buy" on AVXL with a $15 price target.
http://stehealthcare.com/sponsors/
In the immortal words of William Wallace:
HOLD!!!!! HOLD!!!!! HOLD!!!!! HOLD!!!!! HOLD!!!!! HOLD!!!!!
Comprehension and context. In the context of this abstract, "average" means median, it does not mean humdrum, lackluster or so-so. You know, the way the Fonz used to refer to Richie.
They rushed to get into the conference and now they are rushing to get on NASDAQ before the conference. Trial results must be incredible.
At the NASDAQ event in June, I asked Eric Kelly if the Microsoft deal prevented Sphere from working with other biggies. He said no and in fact, he had just gotten a call from Amazon.
Yup, Bramfitt is a big get. Interesting, I just checked Bramfitt's Twitter account and he hasn't tweeted anything in almost three weeks.
I thought he said Bramfitt would be the new CTO. That's a big fish we hooked.
If there is a bidding war, I don't see how Microsoft is outbid. Time to pony up.
Wall Street Journal review of Windows 10:
http://www.wsj.com/articles/windows-10-or-os-x-a-mac-user-falls-for-the-pc-again-1438106055?mod=trending_now_2
Digitizing The World Through The Internet of Things Could Be Worth $11 Trillion By 2025
http://www.huffingtonpost.com/2015/06/26/internet-of-things_n_7664930.html
Creating the "Internet of Things" by connecting everyday objects like factory machines, vehicles and buildings to the web could be worth between $3.9 trillion and $11.1 trillion by 2025, according to a new report from the McKinsey Global Institute.
McKinsey's research suggests that connecting many more devices and sensors to the Internet has immense potential to increase corporate revenue, create new businesses and improve firms' decision-making. To estimate the dollar value, the researchers examined hundreds of cases where devices are being connected to the web, factoring in improvements in technology and increasing connectivity over a 10-year time frame. The McKinsey report also highlighted situations where adding connected sensors to buildings, bridges and lights helped improve environmental conditions.
The report explains that the Internet of Things "makes it possible to monitor and manage operations thousands of miles away, track goods as they cross the ocean, or detect changes in the blood pressure of a diabetic that might be a sign of a heart attack."
Michael Chui, a partner at the McKinsey Global Institute and co-author of the report, noted how increased connectedness could impact cities for the better, with benefits to infrastructure like sewers, electrical grids and transportation systems. For example, connected sensors on streets or in water distribution systems could monitor changes in air quality or detect leaks, and that data could in turn be used to guide urban planning and public health policies.
"I think people are starting to understand all of the incredible impacts the Internet has had on business, their personal lives and the ways we can interact with government," Chui said. Now, he explained, "We are extending some of the power, speed and scope of the Internet, not just to our online lives but to all of the physical things we do. It is transforming how we combine the physical world with online and bringing it all to new domains."
But it's not just governments that would benefit from the Internet of Things. Bringing more devices online could save people time, reduce the costs of goods and services and even lead to longer lifespans, the researchers said.
There are some downsides to the idea of connecting more things to the web. For one, companies that don't adapt to this brave new world might get left behind -- the report notes that early adopters of the "Internet of Things" strategy might achieve lower operating costs and win new customers.
There's also the issue of interoperability, where devices need to all communicate correctly and seamlessly with each other, software and networks. For a concrete example of why a lack of interoperability can be a huge problem for consumers and businesses, look no further than the issues around sharing digital medical data.
"If you look at all the estimated value created by the Internet of Things, not just for companies but improved quality of life or longer life, 40 percent of that potential required interoperability," Chui said. "Systems have to talk to each other for the data to be combined. In some cases, it's even higher: Sixty percent of predictable maintenance and repair issues on oil platforms require interoperability."
To combat this issue, the researchers suggested using open standards that are shared between software companies and manufacturers, similar to those that have been adopted in the energy industry in recent years.
"In our traditional Internet, [open standards have] been an important way we create end-to end-interoperability,” said Chui. “There are other ways you can achieve interoperability, through translation software or middleware. We see that in the traditional Internet -- that was the original purpose of routers, to connect networks together."
Privacy concerns represent another challenge.
As more data is collected about people's movements, health, interactions and transactions, the public needs to be educated about the Internet of Things, particularly how the data generated from it will be collected and used. Just as it's become clear over the past decade that the general public needed to know about the Internet to log on and fully benefit from it, we'll need to understand this new layer of connectivity in the decade ahead.
"Some of the most important risks are around cybersecurity," Chui explained. "Number one, many, many more devices are connected, which means there are more ways to breach security and cause problems. Number two, the consequences of a breach become more perilous. If you could hack a million driverless cars or control a chemical plant, those are risks for which the consequence of a negative incident are catastrophic. We need to invest appropriately and have a full dialogue. Awareness and understanding are the first step."
If I remember correctly, the guy with glasses and red shirt, third from left in the bottom left picture, is also from Microsoft:
.@Sphere3D rings the #Nasdaq Opening Bell! $ANY pic.twitter.com/sbMqSyhfqJ
— Nasdaq Exchange (@NasdaqExchange) June 16, 2015
Perhaps JFM can shed a bit more light on this. PT mentioned something like 300,000 existing customers who can now be upsold with Glassware, Snapcloud, Snapsever, etc. JFM, were these existing Overland customers?
It's possible that other funds/investment groups were there. I just listed the ones I definitely saw.
Orecklin mentioned the New Caney deal a few times as a great example of working with us to solve a problem for a client that Microsoft couldn't solve by itself.
I asked Kelly if the Microsoft partnership precludes us from working with Google, Amazon, etc. He said no and in fact, had recently gotten a call from Amazon.
PT said we don't compete with Docker. Some of the more technically inclined can explain the difference better than I can.
Repeated mentions that we have something that nobody else does and can really save clients time and money.
Company is still blown away by how many entities; businesses, governments, school districts, etc. are still working with outdated systems(Windows 7, XP, etc.) that can't be easily migrated to the cloud. Incredibly time consuming and expensive, unless it's virtualized and that's where we come in.
NASDAQ Event. Met some of the UBOL. Met Eric Kelly, Peter T, Peter Bookman and Mario B. We are in good hands. Plenty of other Sphere folks there. Morelli, Stoney, Nilesh, Kurt, etc. Sphere board members too. Bramfitt was there. Katcher as well. Comark, Credit Suisse. Larry Orecklin from Microsoft along with at least two other Microsoft guys. Guessing about 60 people or so in total. Passed out hors d'oeuvres. Full bar.
Presentations, Glassware demos and Q&A. Kelly, Orecklin, Peter T, Morelli, Nilesh, etc.
Don't know if I heard this right, but thought I heard that Orecklin will be at the bell ringing tomorrow morning. Will have to watch and see if he's there. A Microsoft VP with us when we ring the bell? Talk about joined at the hip.
Good times my friends. Good times.
Published on Jun 10, 2015
Our joint video we did with Microsoft sharing what we are doing together with Azure to deliver NextCloud utilizing our Glassware and SnapCloud product lines.
My guess is we get a press release and the video on the morning of 6/15.
SnapCLOUD, which will be available in the Microsoft Azure Marketplace in July 2015.
Ching!
Who gives a rat's ass what Hugo has to say? Ignore him.
Look closely at the slide up on the screen. Sphere3D and Microsoft Azure logos side by side:
Brett Wilson introduces our partnership with Microsoft to deliver #nextcloud together. pic.twitter.com/uSuaVvbdca
— Sphere 3D (@Sphere3D) May 20, 2015
Peter Bookman ?@pbookman 4m4 minutes ago
@Sphere3D With Applications and Storage being distributed through hybrid, Microsoft has complete offering #nextcloud We complete that.
If Ben wants to post his uninformed opinion, fine. What I don't appreciate are his comments about Van and the HTFBS newsletter. Hype? Junk? Really?
You guys remember our friend Van, right? The guy who got a lot of us into this stock almost two years ago. The guy who has done a massive amount of DD, met with management numerous times, demoed our tech, etc.?
Thanks for all your hard work and insights Van. Much appreciated.
Sphere 3D CEO: Virtualization containers will be 'face of our company'
http://searchvirtualstorage.techtarget.com/news/4500246315/Sphere-3D-CEO-Virtualization-containers-will-be-face-of-our-company
Is Glassware the Sphere 3D equivalent of a hypervisor?
Kelly: It's a thin software layer, thinner than a traditional hypervisor. We call it a 'micro-visor.' Glassware handshakes with the necessary components, but doesn't interfere with the connection between an application and storage hardware. That's our secret sauce. It's a different architecture than VMware and Citrix use. We did benchmark testing at Dell World 2014 where we virtualized more than 7,000 concurrent applications running on a PowerEdge VRTX box. The same VRTX hardware running VMware was measured at 500 [concurrent applications]. That's a 12-1 ratio of economics with Glassware for building out cloud storage infrastructure. To give you an idea of where we're going with this, we filed a patent to put Glassware on a chipset. That would mean you no longer need [products such as] Citrix and VMware.
Holy Frijoles.....
Microsoft earnings: 61 cents per share, vs expected 51 cents
Jacob Pramuk | @jacobpramuk
26 Mins Ago
CNBC.com
Microsoft posted quarterly profit and sales that beat Wall Street's expectations on Thursday, as strong growth in hardware and cloud computing canceled out a stronger U.S. dollar's drag on international business.
The software and technology company posted earnings of 61 cents per share on $21.73 billion in revenue for its fiscal 2015 third quarter. Profit dropped 10 percent while sales increased 6 percent from the year-earlier period.
"Customers continue to choose Microsoft to transform their business and as a result we saw incredible growth across our cloud services this quarter," said Microsoft CEO Satya Nadella in a release.
Shares were up 3 percent in extended trading.
Analysts expected Microsoft to post quarterly earnings of 51 cents per share on $21.06 billion in revenue, according to a consensus estimate from Thomson Reuters.
Sales in commercial cloud computing, which includes Office 365 and Azure services, soared 106 percent year-over-year, helping Microsoft overcome declines in commercial Office and licensing segments. Microsoft has attempted to shift to cloud and mobile-based revenue streams as more consumers shift from personal computers.
Nice hint we got recently of a Microsoft keynote at the NASDAQ event.
20,000 resellers worldwide.
Always
Be
Closing
5) is Mgmt aware of any competing technology that currently or in the immediate future may threaten the "disruptive" and "ubiquitous" nature of GW?
To piggyback on Viking's question above, I would ask:
What kind of feedback are we getting from potential customers regarding how we stack up against Docker and other competitors? Does Glassware truly offer something that nobody else can?
Simply put, if Dell, Microsoft or anybody else had something even remotely close to Glassware, why would they be signing deals with us?
Simply put, they don't.