Our live Investing Matters Podcast Special which took place at the Master Investor Show discussing 'How undervalued is the UK stock market?', has just been released. Listen here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
Gasman23 - I think you’ll find this is a public forum where individuals can share their opinions- both positive and negative. You don’t happen to work for e-therapeutics, do you?
If you not happy sell up and go away, as all your comments are negative.
More words from the company who seem averse to disclosing any hard data! The updates for their haemophilia & cardiometabolic treatments are exactly the same as 6 months ago- so no progress there. If their AI/ML that they stated was “transformative “ back in June they should have multiple new molecules in their pipeline- but no. And a cash burn of ~1M/month for a company with ~30 headcount with nothing substantial to show for it is appalling!
Very encouraging business update, a lot of exciting pipeline projects and cash burn better than expected.
No near term cash concerns and commercial discussions ongoing. What’s more is the ETX platform looks to have now been proven. 2024 could be a transformative year if those major commercial deals land as expected
Why not adding at this price then
Given fro where it fell- how come you are not adding at a low sp
Either way, as a long term holder I’m just glad to see some solid blue for once.
Don’t think there’s a leak. ETX is accustomed to having these spikes due to the low free float. There appears to be a general rise in interest in bio pharmas again. C4XD followed a similar path to ETX down and has risen sharply, as has N4P today
That’s the point, big jump on no official news, hence a possible leak.
Why leaky plweas expnand have you seen news
A veritable frenzy.
What's happening, i wonder?
Leaky ship?
I’ll be amazed if they’re even aware it’s happening
Hi Ali,
Are eTX going? I've sent off for the agenda.
https://www.aidrivendrugdevelopment.com/events/ai-driven-drug-discovery-summit-usa
These data packages are due to be released shortly.
New Edison note below.
https://www.edisongroup.com/research/more-to-come-in-rnai-therapy-discovery/32906/
The next 12 months will likely be key for proving whether they will be successful or not..........otherwise they may need to raise further funds
DD77 - I held back on the off-chance Ali would produce something substantial. Unfortunately the data in the interims and in his presentation is poor. Something also doesn’t add up around the timelines for generation of the data - if it was generated in the previous 6 months , where did the data come from in their patent filings back in Feb? Also, during the first 30s of Ali’s presentation he alluded that he had experience with small molecule drug discovery- but there no evidence I can find that he’s ever been involved in this modality? So started to dig into the experience of the C-Suite. CSO appears to have no real DD experience and CBO/COO appears to have followed Ali from Silence. CFO appears to be related to the previous interim CFO. DYOR and you’ll find the reasons to either hold or dump. I know what I’m doing now….
RRJ43 - you were dumping this stock in July, now you're waiting another 6 months. Make your mind up
Yep - there was data, both in the interim results and at the interview. Problem is that it’s scant - Alnylam, Arrowhead were all producing comparable data 10 years ago. Where’s the data from animal disease models, tox studies? What have they been doing for the past 2.5 years? If the timeline in Ali’s presentation was realistic they’d have multiple molecules in Ph1 by now. Will wait another 6 months….
Good on you. I would top up in a heartbeat if I could, this despite the fact that my interest in this stock already has me majorly in the red 😩
Money where my mouth is - that was my buy of 20 000 more today.
It's a winner from these levels if you trust Ali and have patience.
It's a fantastic presentation - great, ctting-edge science and some massive name-drops and hints.
Who isn't interested in catching the upcoming wave of Tech-Pharma?
Ali is superb at explaining in lay-manese and as ever engaging with his enthusiasim.
It's all been said before though. This was 40p before on expectation. That's gone stale.
I suspect managed big sales have occurred the last 6 months.
It's time to see concrete results, simple as that.
Agreed Redno nice news but no real meat behind it at this stage. I was starting to feel like they needed to release something just to arrest the slide and dip below 10, but sadly I’d hoped for more.
Think this going to have to be a long term hold to see any sort of return for me 😩
Yes, positive development.
Will look at interview however it's all about DELIVERY, actual delivery.
Haven't had my coffee and therefore a bit cross but is the question mark entirely necessary or overly elaborate with HepNet? ?
Good rns today collaboration
Bored or not, you have to admit he’s correct..