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Big Rise this morning, thought this news was going to be released yesterday afternoon
Bulk of Director's Buys at £1.10 and £1.14, £1.15 some lower but consensus around the £1.10 placing rate.
No Director will potentially want to risk losing their job within a bigger Biotech environment without some kind of earn out deal plus a decent premium for their share capital. So would £2 be enough? double their money, not sure i would do a deal that low if i was them. I don't know, a lot would depend on the commercial value of the business.
if you take just the Blautix pills for IBS, that's just one product in £2bn annual market place. Our market cap is currently down to £110m which is a farce, a licensing deal just for that one product would likely come in at more than the current mcap level and that's before we even look at their work in the fields of autism, asthma, diabetes, eczema, all the lifestyle diseases of the modern world - This is a billion plus company really.
See how it goes, expecting more shakes and MM nonsense in the meantime but, going on a break soon so will catch up after Christmas.
As i said before Que Sera Sera
GLA
Porky i share the same sentiment as you, I am bullish on the company prospects long term, but not neccassirly happy with the silence. Don't forget the data we are expecting was due back in July/August, so I see no why reason at least the Asthma data hadn't been delievered by now. Anyway not much left of Q4, so they need to pull their finger out sooner rather than later. I'd expect a minium £2 for any takeover right now.
It starts now!!!
I hear you Dave
Guidelines published confirm some for end of this month and some quarter one
The previous IR emails confirmed they were on track.
There is one scenario that does however concern me.... Its clear to me from competing data and the investment from other Big Pharma that this not only works big style but there is gearing up for LBP Production. And as Merck are not only a shareholder but also involved in certain trials they will have first hand knowledge of the effectiveness of LBP and 4D have practically EVERY patient known to man in this sector... the risk is Merck making a move now and taking them out cheap before shareholders see true value.
Think about it, the placing was at £1.10 if they tried a cheeky 35% premium to the placing £1.50 they could take this out maybe ????
Bidding war you say, yes, but if Merck have the internal data nobody else knows the true value
See what happens. For me i'm just adding now though to end of Q1. This is either going to be absolutely massive or LBP is a perpetual lemon and doesn't work. indications are that that is not the case - time will tell
GL
This is a poor show from management team. I'm sure even the derampers on here didn't think silence would continue for this long. Nearly at the end of Q4 and they've not even released a single RNS. That's disrespectful and rude.
Phill, ehh nope not yet. I just put down what I saw. At this stage I don't have enough information to close my position.
Like I said my assessment was solely based on the sp movement. Its funny how peeps on this boards can't take the slightest of criticism. btw statistically speaking dreamers are more often right than rampers.
Well in any case Im here to make money not to fund companies, I have learned wishful thinking will put your portfolio in red.
Looking at his posting history I think he could do with popping a positive pill.
B009 - assume you have closed your position then and you are here just here to warn us? Many thanks.
eeh the something tells me some poor news is on the way. price action doesn't look promising.
The RISE is coming