Predictive Technology Group Inc (PRED)

[Mack Attack]

People, Process, Product



Let’s start with Atrin’s people.

Dr Oren Gilad. PhD and post doc at University of Pennsylvania (a top medical oncology, and top research center and school). Dr Gilad could be considered the father of ATR cancer pathway research. Experience in drug development. A God in oncology.

Dr Yap. Medical oncologist at University of Texas MD. Anderson Cancer Center. Imperial College London (Top university).

Dr Shapiro. Harvard medicine and director at Dana-Farber Cancer. Cornell.

Dr Brown. University of Penn. DDR and ATR authorship’s.

Dr Knudsen. AR Signaling, tumor suppression, and director of Sidney Kimmel Cancer and Dept chair of cancer biology at Thomas Jefferson.

Prof Fridlender. Leader in immunology and immunotherapy of lung cancer (the #1 killer cancer by the way). Published in Cancer Cell journal (400 citations, which is unheard of).

This is just the scientific advisory board.

Mr King. CEO of Belrose Pharma. Former head of $9 Billion subsidiary of Novartis AG. MBA from Columbia.

Dr Afargan. Multiple CTO, CEO positions. PhD from Hebrew University.

Dr Li. 15 years experience in project management, drug discovery etc. Oncology background, medicinal chemistry background. PhD from Dartmouth.

Dr Pamukcu. CEO of Midway Pharmaceuticals. 110 author/co-author science journal articles.



Do you see these academic pedigree? These are all highly educated Doctor’s from the worlds most prestigious universities. Leading cancer inststitutes, and researchers.

If these people are on the scientific advisory board, you can bet they’re all in on the clinical trials data. No doubt they will be conducting them at Huntsman and Dana-Farber and other research centers themselves! Oh and Karen, She’s considered a world authority on Ovarian and Cervical cancer.

“Upon successful due diligence” what does that mean????

Here’s what I think it means, the geneticists got together and looked at the data and determined they had a powerful tool to identify the best responders, and also the people who have the highest likelihood of having cancer and taking preventive measures. Predicting Cancer? See Eli Lilly below

CITIC is in the announcement. That means they had some say in the press release. Are we seeing the exclusive opening of the Chinese market for Predictive’s JV?

In the press announcement, it mentions Atrin DDR and “Other” therapeutics. They looking for the best responders perhaps giving them/licensing them with other companies? They’re giving this to all oncology companies?

If they’re able to identify the optimum responders, does that mean PRED will also own these cancer therapeutics?

The press release starts with Predictive’s vast DNA library of patients. Customized small molecule ATR, DDR, RAD3 treatments anyone? PARP inhibitors have been called the 4th wave in cancer treatment. We could see a very large oncology company grow out of this JV. Eli Lilly just acquired a genetic oncology library for $8 billion. https://www.pharmaceutical-technology.com/news/lilly-closes-loxo-oncology-acquisition/Can anyone confirm more acquisitions?

And Predictive’s library is larger and better. Who knows what its worth!?

In Boston this week a DDR conference. Perhaps we will see more unveilings?

Whats CSLA/CITIC gateway to China which is the largest oncology/gynecology connection? China is the largest cancer population in the world. Atrin’s people are world class, I talked to someone in oncology and they confirmed this is a big deal that the market will likely not understand for awhile.

But then again, I don’t think it was for the public, I think it was specifically intended for analysts within major brokerages, but that’s just conjecture. What role does Predictive’s law firm play in this (WSJR)???

This isn’t an announcement for the layman. It’s for the financial analysts in the cancer space. The GLOBAL space, that predictive and Atrin are undoubtedly eyeing.

Oren Gilad is a smart person, and has done his due diligence with Predictive. Since the hit piece we have also seen a global collaboration with Thermo Fishcer pre-clampsia (Gates foundation), and Deloitte come in with the company. Why would Atrin, which by the way has a MINIMUM of 20 pharmaceutical chemists based on this board alone, come to Predicitive? Collaboration on the DNA databases perhaps? Customized small molecule DDR treatments perhaps? I suspect Thermo’s involved in this somehow because of all of their genetic/genome sequencing capabilities??? Can anyone confirm?

One thing that keeps popping up is Dana-Farber Cancer center of Boston. Surely there must be a connection with PRED and Huntsman? Andy Anderson, University of Pennsylvania leader’s and cross leadership. I know Huntsman must have a relationship since they are across the street in Salt Lake City, but can anyone else give information on this? I couldn’t find anything solid other than crossing paths on research and previous work experience in the boards.

Don’t discount Orrin Hatch, he may come into play with Huntsman. They all know each other.

These are the smartest people in the world, and they entering a JV with PRED. ATR research, which Oren Gilad started is nobel prize material. Read the press release, Oren Discovered ATR functions in cancer.

Breast cancer, Ovarian Cancer, Endometrial Cancer, Cervical Cancer treatments would go perfect with the GenDB database that Predictive owns.

Just my guess, but these PARP inhibitor’s and ATR treatment pathways are some of the most promising areas of research.

Merk buys $2.5 billion deal for KRAS inhibitor’s (https://cen.acs.org/pharmaceuticals/oncology/Merck-strikes-25-billion-deal/98/i2) Arix Bioscience acquisitions (https://www.bloomberg.com/press-releases/2019-11-06/arix-bioscience-plc-artios-expands-ddr-pipeline-with-new-asset)

This is hot stuff. I would guess close to $30 billion in acquisitions MINIMUM in the last 12 months. Do some google searches, you can’t make this stuff up. https://touchoncology.com/dna-damage-response-an-emerging-target-for-groundbreaking-cancer-therapies/

AstraZeneca, Bayer (https://endpts.com/vertex-sharpens-focus-on-gene-editing-in-licensing-deal-with-merck-kgaa/) Merk ($230 million deal for DNA-PK inhibitor) https://endpts.com/vertex-sharpens-focus-on-gene-editing-in-licensing-deal-with-merck-kgaa/ Myriad (https://www.precisiononcologynews.com/cancer/myriad-genetics-files-fda-approval-bracanalysis-cdx-lynparza-prostate-cancer#.XjCYV7B7m70)

Does anybody know what meetings Atrin has had with the FDA? They seem to be pretty far in the IND process? Looking at their website, they could be in clinical in 4-5 months.

I’ve reached out to some peers at Huntsman and others at the University of Utah who might generally have an idea, and nobody will comment. “Sorry I can’t talk about it” is the furthest I got. Perhaps someone has heard rumors?

This is hot stuff people. And predictive got JV access to the author who started it all (Oren Gilad!). All the big players are buying up DDR treatments, and this JV is with the guy who started it all.

Lets not lose sight that Kenneth Ward recently received ASRM awards for identifying early cancer markers. I’m sure that this is a major driver of the collaboration.

There is likely much more going on behind the scenes than we are seeing!

This press announcement leaves more questions than answers I am discovering upon a little bit of digging.