The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
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WTH.. Just for balance the CEO did outline the intention to concentrate on the US major teaching hospitals in the first phase given the limit on production in the current format. A couple of years to expand if I recall was the game plan.
There's definitely the potential for a buyout by Bracco, but hopefully not for a while. There's tremendous potential here. The co are forecasting 25 sales pa, which gives both capital sales and ongoing revenues for gas and servicing. Anyone with an MRI machine is a target for their tech.
Only a few weeks before we will know if this will pass the FDA. could be a 10 bagger.
Looks like a few trials are running that are looking at Covid and Long Covid .
Interesting to see that one of the BOD is running a key trial at Duke University .
https://clinicaltrials.gov/ct2/show/NCT04828135?term=xenon+mri+covid&draw=2&rank=3
I guess this guy Bastiaan Driehuys , who owns about 6% of the company is quite a key figure ?
Also interesting that Bracco Imaging Group own about 8% . They seem pretty big (3.5k employees worldwide and a turnover of about $1.4 billion ).
This is all new to me , so maybe some LTH's have ideas of where things may go in the future .
As well as the FDA decision , they seem to be involved in a lot of trials .
I'm still getting up to speed with this company ( added again yesterday and this morning)
41 trials that are actively recruiting , and 91 trials in total on clinical trials.com
There machines are out and about already , so it may be that there is something successful going on in this area that has prompted a renewed interest in the share .
All good anyway .
https://www.clinicaltrials.gov/ct2/results?term=Xenon+MRI&Search=Apply&recrs=a&age_v=&gndr=&type=&rslt=
Interesting that there’s no rush to sell as the sp creeps up.
Presumably there’ll be resistance at stages as we near the deadline for an announcement.
Does seem excessively bureaucratic that the FDA seem not to accelerate approval decisions but stick absolutely to the deadline date.
Can we get excited yet?!! It’s looking promising this morning…
deep joy. your last post my sentiment exactly
The fact of the matter is that the market knows a binary outcome coming up, albeit with the odds in our favour more no than before and even on a failure the cash pile and the IP has value of course. If approval comes then the valuation of the company (from the tech) will be huge straight off the bat.
People have to make a judgement call between risk and reward (fear and greed) knowing that on the announcement being positive the MMs will mark this up ridiculously instantaneously . It is a classic case of having to be in it to win it beforehand without betting the house. I got fleeced last time...I am going to take a fleece this time. :)
Could it go parabolic if they’ve signed up to deliveries to hospitals with FDA approval being condition of contract?….
Another good day.. the volumes aren't huge but, there are soaking up the sells of traders watching the RSI...Normal rules go out of the window when the clock is ticking and people are gauging positions. It may even go parabolic over the next few weeks but I hope not, as it causes problems then with price volatility. good day thou
I have posted this before:
A quick internet trawl came up with this one:
Novartis receives CRL for Leqvio(inclisiran) 11/12/2020
re-submission 6/7/2021
FDA approval 22/12/2021
So slightly before 6mths was up. Sometimes FDA will announce before the final day......is it Sep 30 here ?
DYOR etc etc
Well done to everybody brave enough, and confident enough, to get some at sub 40p
i can see a few dips as per last week as the 10% ers bank a profit but in between a steady rise over the next 7 or so weeks.
80p surely before FDA date. I think brokers etc are very conservative with success % having been burnt last time. For me it's over 90% now
Yep they are staying under the radar until FDA decision in 7-8 weeks..politics and all that. Wise move in my view.
You see it many times , when the SP is plunged down during news voids ( AVCT etc )
So long as you are well researched and confident , its a great time to load up .
Got a nice holding here now .
Would have been good to get some kind of PR news this summer though .
Since coming in here , I've yet to see a new interview or anything . I've just had to catch up on all the old stuff .
I guess they are just getting on with business .
now its looking good for 55p short term..
sitting nicely on support atm... the longer it stays here the more buyers might appear. The reverse is also true if it doesn't hold of course. Still cheap thou that's for sure.
Making another push to break the 50p level
Short term pullback then another go to hold the 50p+ chart breakout
Whatever - hasn’t slowed the sp.
;-)
Another posted. Likely a rollover despite no difference in price with both trades
Al.. I'll have that, it makes sense given the bid didn't move. Thanks for the insight
There was no movement on level 2 data at the reported time of the £506k trade which tells me the this is a buy trade that has been worked through the day, the biggest clue is the share price.
well the volume just doubled on a chunky million plus share sell .. maybe i was wrong LOL
deepjoy,
Yup, you’re probably right. Volumes still negligible and major shareholders standing firm. Good twitter write-up posted earlier.