This is probably the tenth time this comment (too) has been made in this thread. Several commenters have pointed out the large number of what they consider unnecessary messages. I agree with them. Greetings to the mods, your job isn’t easy.
I haven’t wanted to bring unnecessary clutter to the thread, so this will likely be my first and last message. Feel free to delete.
Multi-modal integration of histopathology and transcriptomics reveals STAB1+ macrophage-associated efferocytosis as a suppressive immune mechanism in colon adenocarcinoma
Chinese researchers are becoming active, and have investigated that Clever-1-positive macrophages improperly clear intestinal cancer cells, thereby silencing T-cells and making the tumor treatment-resistant.
They also highlight bexmarilimab, as it has already been shown to turn these macrophages back to defending the body.
Good research. Independent, modern, and directly supporting Bex’s potential new, and very large, target —> colorectal cancer.
If I had to guess, the complexity of the situation is prolonging partnership/deal negotiations. Immediately on the table is trial 3 for one indication, but at the same time, the same molecule has nascent indicative data for much greater possibilities.
What to include, what not to, with what model and at what price.
That’s a lot of puzzle pieces for the team.
That link does not lead to the article but to the Springer Medizin homepage. This one should probably work: Multi-modal integration of histopathology and transcriptomics reveals STAB1+ macrophage-associated efferocytosis as a suppressive immune mechanism in colon adenocarcinoma | Journal of Translational Medicine
I had to go read what efferocytosis is. It is a mechanism used by macrophages to engulf dead cells from their environment.
Among these immunosuppressive mechanisms, efferocytosis—a macrophage-driven process that clears apoptotic cells—has garnered increasing attention [16, 17]. By suppressing tumor-associated antigen (TAA) presentation, enhancing M2-like polarization, and activating immunosuppressive signaling, efferocytosis markedly diminishes tumor immunogenicity, thereby facilitating tumor progression and metastasis [18, 19, 20].
Regarding Bexmarilimab’s mechanism of action, one proposed part is an effect related to lysosomal acidification, which in turn influences the presentation of those antigens.
edit: A little more context. So, in endocytosis, when a cell takes in external material, these internalized materials are directed to lysosomes for degradation. This occurs through pH regulation of lysosomes by acidifying them. Bex partly regulates this step, which affects whether proteins taken into the cell are directed straight to degradation or if antigenic peptides are cleaved from them to be presented on the cell surface to other immune cells.
In this stock, these probabilities and especially their estimation are quite central. Everyone probably considers them in their own way and tries to grasp the future expected value of profit. Below is a table with 5%/stock, profit and loss percentages, and their estimated probabilities. I also included this current discussion, where something is about to happen and the prices will skyrocket, as long as money and my own interest don’t run out first, in which case I’ll take my own out and sell, getting my money back.
The impact of the loss/profit probability should now be well estimable. I think that the probability of loss is reflected by the company running out of money, in which case investors have to provide more funding and the ownership of current shareholders is diluted. On the profit side, there is a quick result in the form of sales or a partner. The third column describes the situation in this very active discussion, where neither has yet materialized. The duration of that probability should also be estimable, at least in my opinion. I started following the stock out of interest, also making a modest purchase (in the permille class). This is also the first such stock I’m following, so I might have to pay tuition fees. Only 19 more stocks to find, at which point the overall probabilities of profit will start to improve.