Utilico Insights - Jacqueline Broers assesses why Vietnam could be the darling of Asia for investors. Watch the full video 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.
Krone- It's going to be such fun at the AGM!
RMM - Surely Sareum, MGC Pharma and Eternans are simply sinecures for Parker. £58k p.a. and 23m in share options for the occasional delayed tweet and chairing the occasional meeting. No visibility, no demonstrable leadership, no institutional investors no nothing! Standing by while we are well and truly shafted by NG..... Parker has to go following the cancellation of his options.
Krone - It would be very difficult to put a price on SKIL and for a buyer it would be a high risk purchase that could produce nothing. I personally would like to see SAR get more focused on a TYK2 licence and demonstrate some commercial nouse. Slightly disappointed (but not surprised) that following NG's visit to London nothing has been released about 737 and in addition no comments on recent releases in the field of immunotherapy. Unsurprisingly the SP continues to flounder while SLN (Parkers ex) continues to put on weight without obvious news(I'm think of writing an academic paper on 'The Idiots Guide to Managing a Share Price' Chapter 1: The Art of Communication - Talk to your audiences). I'm hopeful that NG while on his trip did actually meet with CRT to update them. But who knows, it may just have been a corporate jolly and we'll see nothing of consequence..... All eyes on TYK2 please! GLA.
I think the SKIL platform is already valuable- It has churned out Aurora (which isn't dead yet and still available for re-license), CHk1 and the 2 Tyk2 compounds. So to say 2 chaps and a system have done that is valuable in it's self.
Thoth2 - many thanks. Presumably the SKIL library will include many targets with potential for application in the context of NLRP3? If so SKIL itself would be very valuable.
here is the research dump. from the last week. NLRP3. engrave it in your brain. will be v important. alzheimers & dementia has been intractable. is it tau is it beta amyloid ? or something else as all trial have failed. some shot to read from last week. hot cakes as it were,
https://www.nature.com/articles/s41586-019-1769-z
https://www.ifmthera.com/news/new-research-demonstrates-direct-link-between-inflammasome-activation-and-amyloid-%CE%B2-pathology-in-alzheimers-disease/
https://www.genengnews.com/news/in-alzheimers-inflammasome-drives-both-amyloid-and-tau-pathology/
and the science. a bit heavy & technical
https://www.ncbi.nlm.nih.gov/pmc/articles/PMC3824101/
and a bonus
https://www.ncbi.nlm.nih.gov/pubmed/20484629
not sp moving, but TYK2 is much wider application than most think cuurently. (hopefully opinions will change before we retire !). gla
Nlrp3. Google it for the last week. Inflammation and alzheimers. Some fascinating very early research suggesting nlrp3 is the missing link between the tau and beta amyloid in alzheimers. And yes nlrp3 is regulated by tyk2 and jak1. I'll post up some links when I have my PC on. But seems to be making the news in the last week. Not the tyk2 piece. That's my own but I'll post that link up too.
"I don't fancy hanging around for another 10 years hoping that the silver bullet wont turn out to be made of plastic!"
Me neither, in fact none of us- the jam will have gone off by then.
Ian....it cost about 2m to make the application for approval to trial although i think its staged, might be more for tyk2 though....who knows.
Tim and john might be planning and wanting to go all the way with it....its their baby and can take them nicely through to retirement but thats probably not suitable for us so i must admit, im not comfortable with where we are with anything at the moment....unless something really good occurs to take away my concerns i would rather they cashed in and got us some value.
I dont fancy hanging around for another 10 years hoping that the silver bullet wont turn out to be made of plastic!
Thanks for sharing Thoth. So, the biggest LTH has bailed and for no other reason that they're fed up with the jam tomorrow story. If that doesn't send a message to the BoD then I don't know what will. Actually I do and the 17th December is looking bleak. The gravy train will not be leaving the station this year.
Thats the danger thoth and we are now paying massively for that dilution and even more so if we break out or in the event of a takeover.
Most of us remember the huge placing at 0.25 at the end of the YA drawdown...them drawdown and that placing has kept me under water in Sar for 6 years or so and that was despite me buying shares at 0.19 and the sp 4 bagging from there...this is the damage dilution can do.
So, im sorry to sound like a broken record but from here the bod need to be making some very hard decisions that benefit us or we could be in real trouble....its time to consider the best exit strategy or get us a deal that pays a special divi.
Over to you mitchell & reader....your the 2 who have been here 15 years...so what you going to do:)
I'm very confident and my money is where my mouth is and shall he adding 3m shortly. But you can't be upset with people. It has been a constant sp decline since the float. The odd spike that proved premature. And tm only doing press when a fundraise is coming. And most of the fundraise seems to be operational costs. Eg. Salaries rather than research. Hoping to be pleasantly surprised before feb. But they are not attracting new investors. The biggest lth I know of has bailed. So if they plan another raise it will be well south of here.
But there was starting to be a little reaction on an upwards SP. I’m sure that holder could have kept hold of the shares, as if a long term holder the actual money was probably written off. Or that’s how I see it when invest for a final goal... it’s in there till it’s realised or there are severe signs it’s going to bust... which i still believe aren’t here yet.
The News/Updates or lack there of from the AGM could well be the next decision point on the stay/reduce/increase invested path.
GL
No specifics but a general ****ed off ness with the jam tomorrow for years and years now
Thoth- I am assuming you are referring to the near 9 mill shares classed today as unknown. If so can you shed any light on the reason for the sell and why they have actioned this shortly after a very encouraging poster on Tyk Cancer at the recent high profile Coneference event?