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.
Hello there Adzy. Yes and with confirmation that two large Pharmas are interested in the phase 2 clinical trials and likely looking to take part the SP at anything above 9 pence is a steal !!!
That was a sell from the 11th - Am sure there is alot of big holders wanting to trim down, risk of no deal or running to next year
Large purchase yesterday on close...
Strange price action today?
No flies on Dave. Great interview by him. Good to see JS confirming the interest of 2 Phrmas.
Poolbeg Pharma - Riding on the tailwinds of the GLP-1 momentum
POOLBEG PHARMA PLC
Glucagon-like peptide 1 receptor (GLP-1R) agonists, a drug class targeting metabolic diseases such as type 2 diabetes and obesity, have arguably become some of the world’s most in-demand drugs. Their rise in popularity has been triggered by the highly impressive efficacy profiles boasted by the most recent clinical trial read-outs, leading to global supply shortages and sizable capital outlays from big pharma to significantly enhance existing manufacturing footprints.
11 March 21 pages - anyone access.
Any link to that Cavendish note please?
Certainly is alot in the pipeline and concerning deal they would not wanting to be showing their hand too soon. Big Pharma will have an insistence of silence while they are carrying out their diligence. We however don't want any entity stretching out our runway and wasting our time to get us into a more compromised position as you can often see in the oil and gas industry.
Onboard a plane ready for takeoff for a week's break in the Canaries to get away from this rainy miserablle conditions for a spell.
A new note published yesterday from @Cavendish_plc on #POLB with a 19p price target…
Thanks Cash
Sounds about right. Complex enough I imagine to ensure all parties involved get a good deal. Hopefully we will see the SP start to rise. Perhaps we migh also hear some news regarding expansion of patent protection for POLB-001 in other indications. We should hear some news soon enough on the GLP trial. wonder what is happening with the Nasdaq listed company who are testing our oral delivery play. RSV AI side is quiet. Poolbeg was supposedly looking at existing drugs that had been sidelined for other indications that could potentially be repositioned for RSV. Would like to know what is happening here and what might be the interest. POLB-002 no word. And then of course there is the Influenza AI clinical vaidiation that is ongoing.
Hi Spuddy,it's hard to know how a deal would be structured. One would think that a Pharma that was planning to run a trial for Polb 001 would have some sort of terms or MOU signed to offer them some sort of exclusiveness which would offer them protection of getting gazumped at the twilight hour. This of course would have to protect Poolbeg Pharma from time wasting of a company backed out at the last minute. Presumably common deal structures are in the industry and our new expanded board would be well aware of industry standard in such cases.
Hopefully we can break back over IPO price today with 9.80p to buy at the moment.
Thanks very much Cash. Looking good. Just requires patience. Could not find the telegram chat group. But what you said sounds very promising. Polb-001 would be a nice fit for Pfizer and a biddiing war would be very much welcolmed. Wonder how such a deal might be structured, especially if there is more than one company interested. Would the interested parties bid for right purpose to conduct trials. JS mentioned one Pharma company looking to do trials by the year end and on the back of positive readouts progress to parthenrship. So trying to figure out whether any potential parties would be bidding against each other before or after trials. And if after how would that work if one of the interested parties had previously been involved in the trial.
Hi Spuddy, don't know how to add a member. Just search for Poolbeg Pharma and maybe request membership. One member got a positive report back post a conversation with JS at the weekend at investor show where he stated that a Pharma is to trial Polb 001 for Oncology by years end and pending a positive outcome partner up. Apparently there are at least 2 Pharmas in the Oncology space interested so maybe a bidding war to get first bite of the cherry 🍒
Hello there Cash. How are things. Do you have the link to the telegram group by any chance
take care
Spuddy
Wouldn't take much to see this soar.
Https://www.cnbc.com/2024/03/10/pfizer-is-betting-big-on-cancer-drugs-after-covid-decline.html
Could very well be the new potential partner that is being talked about over in the Telegram group. That would be massive if we could attract the deep pockets of Pfizer who are looking to change direction on their products.
In the meantime add and trim - fabulous opportunity at these levels.
That's what we are all waiting for Mary.
Should be great newsflow for the month of March
HL did not allow more than thn automatic 1000 - had to go via a limit order.
Prev in at 8.14 out above 11 with a 30% gain and now back in again with the profit offset to build a position to average to £zero cost - is the plan - a trebler here.
There must be a lot more than x1000 to buy as some 100k trades already gone through today?
1000 max buy at the moment ?
Hello there Bazzman. How are things. Yes it is a tree shake but in the absence of any news in any direction this was always going to happen. We need to hear some concrete progress. It is obvious that day traders and MMs and shorters will take advantage whilst we hear nothing new. I believe we will but it is annoying to see the share price action and one needs alot of patience whilst invested here
Old CF hasn’t always got perfect timing in his dealings!