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Agreed pretty clueless
Here's an example of how prolific their writers are expected to be. The observant will spot a few glaring errors in Boyrazian's analysis/understanding of ORPH, most here understand better.
How much research do you imagine these guys do before hitting the keyboard? A few minutes is my guess.
https://www.fool.co.uk/author/tmfboyrazian/
Ref Motelyfool,
They repeat the same errors as they did with ORPH. They can't even grasp the basics, this being POLB does not take anything through to phase III, they pass the baton on to big pharma.
The other issue with MF, is there freelance writers are asked to write about 3-4 companies in each editorial, with c 200 words each. I know because I was asked by Tom Blake if I would be interested in contributing to MF. I declined because their writers are nothing more than clickbait fodder. There is no way I am writing fluff pieces for clickbait.
MF was once a great resource for investors. Sadly, they backed away from the UK to focus on the US market. They have adopted a clickbait policy now aimed at reeling in subscriptions with poorly research editorials.
Hi Elric, I hope you’re doing well! It’s nice to connect with you. My name is Tom Blake and I came across your website and Substack recently, it looks like you’re covering some very interesting companies! Our team is always looking to collaborate with new industry and company experts, and I'd love the opportunity to learn more about you and discuss a potential partnership with The Motley Fool. Specifically, we're looking for industry and company experts to join the team on a contractor basis to share their insights with our growing community of Fool investors. If you're interested, I'm happy to send over additional information via email! Thanks, and all the best! Tom
https://youtu.be/mtvecVjrHyg
Don't know why this keeps springing to mind
Busy week, thanks for the detailed response Earache…only had chance to look at the motley fool article, will look at the others this evening…
On the motley fool article…he’s completely muddled…
“Completing Phase II and Phase III trials will be a multi-year process during which many things can go wrong. To make matters worse, there are currently 32 other competing influenza Phase II drug trials and a further 16 already in Phase III. Needless to say, the competition remains fierce. And with no other medicines currently in its development portfolio, Poolbeg looks quite risky as an investment in its current state.”
Poolbegs’ lead drug is a therapeutic, treating illness, cytokine storm scenario again, but different pathway - will it prove effective, who knows…but it’s not an influenza drug treatment/vaccine.
His view on the number of influenza drugs in development may be accurate, but suspect it covers vaccines and therapeutics and also aren’t universal in nature as per my note last week (think he’s mistaking Poolbeg and Imutex) .
Briefly on the Biondvax piece, that was aiming to be a universal vaccine so competition for Imutex not POLB - different market. From memory Biondvax was around £50mn market cap, but climbed to 250-300mn before phase 3 failed - climb started after ph2 success confirmation but also tied in with whole Covid ramp in 2020 so difficult to tell how much of the growth was attributable to which factor, hence difficult to value Imutex…
Thanks Earache for taking the time to give us your views.
I will sell up on Monday.
Oh wait. I'm locked in like just about everyone else here, which only goes to prove that you are wasting your time posting here. How many time wasters do we all know that are actually worth listening to?
I am shocked any one actually bothers to read your posts anyway. I see your post. I see how long it is. I read a few of the replies. And I know it aint worth reading. I actually read Monimans reply to you though all the way to the end. I bet it was more interesting than yours. And now i'm going to Tesco to buy a Rhubarb pie. That is how to write a useful post. One that stirs someone into action. You could learn a lot from that post Earwig.
Come on people. It is so obvious what Earbender's agenda is.
Ignore the bore.
Nothing wrong with the speed he talks at, you just need to listen faster.
Earache you have definitely misunderstood what is going on here.
You are having a bit of a nightmare here.
GreenD..you've made a fateful mistake by engaging with Earwax... his only interest here is sl@gging off CF, facts relating to the company are not in Earwax's vocabulary.
Hi Earache,
Just been going through your last note - I’m ignoring the back and forth bb comments, don’t want to add fuel to that fire, distracting enough as it is, but wanted to see if you could clarify something please?
(Earache) There are currently 32 other much more recently developed universal influenza drugs actually in Phase II trials and 16 already in Phase III.
(Q) Do you have details of these you could share? As far as I know, Imutex is the only ph3 ready universal vaccine candidate. We know Biondvax failed, Vaccitech ph 2 failed. While Novavax Nanoflu and Medicago have developed quadrivalent variants at ph3, my understanding is that they target the head (easier to mutate) rather than the stalk (Imutex) which limits their effectiveness and doesn’t make them universal. Inovio is ph1, Vaxart Flugen ph1, Vivaldi ph2a, Altimmune’s Nasovax I think is ph2a and seasonal rather than universal…I’ve tried finding others but with no luck.
Re POLB-001, is an Immunemodulator, works as a therapeutic rather than as a vaccine.
I know Hvivo did further development work 2018, as to appetite of acquisitors, think we would all be speculating, depths of complex science that one. I don’t think phase has a huge bearing though, see ph 1 completions, 2a, 2b ready devs being acquired frequently and success rate risk factor is a given in the sector, you know you’ll miss far more often than win…
buys are still showing as sells
Thanks Elrico & Earache for your comments, much appreciated.
On balance will sit this out for now, maybe take a look at SAR once again?
Jiffy,
As a shareholder through the in-specie and market, I also had an interest in the presentation. I did send feedback to the company about it being rushed. TBF to Jeremy, who is usually more measure, I think the 20 min pitch was not enough for what he wanted to say. and allow time for Q&A which I think could have been better. I am sure better questions were asked but did not get asked. For me, the Q&A is can be more important than the pitch, especially if it has been seen before.
If you are local to Portsmouth, POLB, ORPH, OPTI and INSG are holding an in-person presentation where more time will be allowed for the pitch and Q&A. https://twitter.com/LEMMINGINVESTOR/status/1448297758172012546
Hi all,
As a current non shareholder, I watched the LSE presentation with a view to learning what th company was all about etc.
In theory, the concept and business model sounds fine, and the fact that no need for an immediate cash raise etc.
My initial feeling though was that whilst the model sounds very interesting the presentation itself was somewhat very rushed through and I didn't come away with the feeling yes I'll invest. So for now POLB wil be on my watchlist :O)
How many other non holder/newbies felt the same?
Earache,
Ref speed talk. I agree, too fast for peeps like me to compute without constantly rewinding.
Light on content? We shall see; let's see what they deliver over the coming months. You must agree POLB are in the right space, and forging partnerships that have the potential to unlock value. Let's at least give them the time to implement the strategy.
Ref the $250 bn market size. I requested the data to back this up a couple of weeks back. I provided them, which clarified the sum of parts. The figure covers a range of treatments, studies, and associated works. This is why it is unlikely the $250 bn figure for the infectious disease market will be found in that narrow context. JS agrees because he has the same data.
You talk some ****
As in no interest at all............. days without a single comment on this board, but it is early days, Cathal Friel is Chairman and there is international interest growing in OO--- soon this board will have 100 plus IMHO...
Why? This was from 14th Oct:
Poolbeg Pharma PLC - London-based clinical stage infectious disease pharmaceutical company - Eyes expanding patents for PredictViral platform, which estimates disease severity and contagiousness in people recently infected with a respiratory virus. Poolbeg says: "Expanding on existing PredictViral IP, these latest patent applications have been submitted in the UK and aims to protect a method of predicting whether an individual exposed to a respiratory virus (such as influenza, RSV, hRV) will have a higher severity of disease and / or be more likely to be contagious. The Company will continue to focus on expanding its IP portfolio as required." Company adds patent applications filed by Open Orphan PLC's hVIVO on Poolbeg's behalf.
Remember hVIVO was founded in 1947 and has a possibly unique backlog of clinical data, invaluable in research.
News from todays Webinar should shed more light.
What's new from a few weeks ago?
They applied for a patent?