The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
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Difficult to understand why SP does like it does albeit with small volumes. Maybe sticky expectations built year ago are bothering.
In my eyes Faron has transformed their potential offering during past two years in an amazing way. A year ago I couldn’t imagine how much they have real opportunities to present us now, huge TAMs on their slides. Novel things, clear direction with alternative pathways to go depending on how things finally emerge during coming next Qs and Hs. It’s getting intense.
Shareholder Value can be measured in SP, but it is a result of A) the current business the company is engaged and how efficiently, B) future businesses and how competitive it can be there and C) the organization, management and personnel how it aligns with current and future business in terms of capability and cost.
Faron has no current business yet but they have excellent people been engaged in their science. They have presented future businesses on their slides based on their clinical results. Once these factors are getting more trust on the stock market, it will show up in SP. In my eyes they have built shareholder value significantly during past year.
Faron is engaging around a big novel thing with a lot of opportunities. Surely BP is watching and if not buying then trying to find ways to circumvent at first if possible (dystopianist).
What I have understood drug development is at least partially changing. Data, even old data and AI at their part will help developing, finding and pairing new molecules to cure diseases in a time and resource saving ways (e.g. Poolbeg). Existing platforms may benefit but can also be disrupted especially once there is a huge TAM at sight?
Encouraged to see some posters aligned with disappointment at the lack of SVV , some folk like to wrap the lack of SVV up in rose petals and then try to convince it has actually happened!
I am to here to rock the boat , but I will say it as I see it.
If it's going up what is there to say , i expected it to go up , if it goes down i want to know why.
I would suggest we are now at the new support level awaiting the next snippet.
Good luck guys n gals x
Dan,
Agree that company development had been great. However on the on the other hand SSV has not!
Oil, SSV may have been a poor phrase to use, but in terms of company development what do you think hasn’t happened that should have done?
Placing or partner either is dilution by another name, and unless we get an more grants this is the way it will be until we get either Traumakine or Bex to market.
Agree with the SSV comments. This was promised a long time ago!!
Could we have another placing in future, i would say this is a likely scenario. At what price though??
Cov, Why not try yourself. Marku made that comment In good faith. I'm Inclined to believe that the progress that Marku
Is seeing being made on all fronts has convinced him to wait a bit longer for further progress. That's Only my opinion and I could be completely Incorrect.
Drac I have already read here questions went unanswered , does it matter who asks it? Does anybody really think it would be answered:))
dan you're an obnoxious individual , i hope you live alone!
I didn't think it was Farons best presentation and the other Dr certainly wasn't Mr personality and having watched it again I didn't think Markku looked 100%.
Maybe a night out on the tiles after the ESMO presentation celebrating all the invites he received from the big boys.
The SSV statement was perhaps a bit ill advised as shareholders will hold that statement against him.... me included.
However the data has not changed they seem to be chasing more to have a stronger hand and all that's missing is publicity in the UK.
Down again on very few trades but it goes the other way just as quick.
Keep the faith ;-)
I’d put money on the fact Gaz doesn’t even watch the presentations, let alone get involved asking any questions.
Post all the negative comments you want, but at least back them up with a little more than your whiney why was Markku not correct that the shares price would allow me to sell out at the profit I’m happy with in the time scale he predicted rubbish.
You may not consider the advancement of Bex as shareholder value, you probably don’t even know Traumakine is currently in a P2/3 trial with initial readouts possibly in December. I along with many others do think this is shareholder value.
Covgaz , Why don't you ask Faron/Marku that question.
Well Dan judging by some others here I am not the only one a tad disappointed at the performance , but you seem to only jump on my back eh. It's a pity you can't allow folk to have a negative stance without the need to put you twopennorth in when it's not required. We are not all happy with the progress.
Are you a scientist? I doubt it posting here. So you will just have to believe the data is good , what if it isn't as good as Joe Public thinks it is?
Never count your chickens.
You tell me what research you do dan? Look for tweets? Cut and paste a bit? Look at the numbers as released last week and give your opinion? The scientific study is progressing slowly , it may not cut it eventually. You cannot research that data yourself , so don't pretend you can.
Rose tinted specs will get you nowhere , if you are not prepared to questions comments and performance of the SP then just ignore me , i want to know what a CEO means when he says we will have significant shareholder value within 6 to 9 months , and then we don't. I'd like to know why not , what changed?
Sorry Gaz I didn't realize you wanted an actual answer...you normally just want an unopposed rant.
You do still seem to be mixing up SSV with SP, until you get over the fact that nobody including Markku can tell you when the market will see fit to let the SP hit a certain price you are going to be disappointed. Value has been added its just not been recognized by the markets yet.
"what research can be done" well for a start you might look into when we might be getting our next updates, you were moaning about no news last Tuesday when anybody that had done the most basic research knew we had an update due on Friday.
"Research is fruitless" ...seriously?
"I take the results with a pinch of salt" you take the results of a scientific study with a pinch of salt?
"the market will let me know how good they are" you give the market to much credit
Hey dan looks at jeds post, he actually answered my question. I said I wasn’t selling if you care to look back. As for research, what research can be done. We are governed by the results, research is fruitless imho. Now I ask, did ssv not happen because results were as good as anticipated? I doubt there are any scientists amongst us here, I for one take the results with a pinch of salt, the market will let me know how good they are. And so far Mr 5000 and Mr Market remain pretty unimpressed.
I though you were selling up before last Friday Gaz? I notice you had nothing to say after Thursday and Fridays presentations when the SP was heading upward, now after a couple of down days you are back on banging your same unresearched comments about SSV.
Maybe its time you stop clinging onto that comment and do some research? Then you can decide for yourself if we are likely to see any SSV.
Was thinking about SSV last week as well and although scientifically Faron have made great strides in the last 12 months, from a market cap/sp perspective it has been quite a disappointing period. I certainly don't believe that the SSV comment was made to deceive but it's not now being mentioned at all by Markku. I think the question regarding funding and/or partnerships could move the needle in the short term and every time Markku gets asked the question he answers very swiftly, appearing to not want to give any clues.
To all the bulls here , you know who you are. So we are now ebbing value away on a weekly basis , would any of you say the SSV comment was a lie? It should have been with us last April , and it would seem we are no closer to it.