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"Conclusion The growing interest and investment in next generation ADCs suggests that Abzena is well positioned to have its ThioBridge technology more widely used. ThioBridge was developed to produce more homogenous and stable ADCs in an attempt to improve clinical outcomes. The versatility and reproducibility of ThioBridge has been demonstrated in several evaluation studies by potential partners coupling a number of specific antibodies with a range of cytotoxic payloads, allowing them to select the optimal candidate to take through clinical development. Therefore, ThioBridge is increasingly attractive to drug development companies in the field of oncology. The latest agreement for ThioBridge technology after extensive evaluation work provides further validation for the technology and has boosted market confidence that Abzena offers significant returns for investors."
Hardman Research: ThioBridge deal highlights undervaluation ThioBridge deal highlights undervaluation: Abzena is an integrated group offering a broad range of services and technologies to improve the chances of discovering and developing effective biopharmaceutical drugs. With strong footprints in both the US and UK, the company provides a fee-for-service offering with the additional opportunity to embed its technology - 'Abzena Inside' - into commercial products, on which it will derive a long-term royalty stream. Abzena has signed a licensing deal with a US biopharmaceutical company for the use of its ThioBridge technology. This deal has a potential value exceeding $300m and has significantly boosted market confidence in the company. Buy big.
good timing
Too good not too. Now to wait..
Way undervalued
In the news last week when people were buying at 64p. Nothing changed multi million pound deals coming.
Buys now showing... Only way is up.
My man did a deal for £150 million is the fireworks starts for us from Monday ....all the seller's are robbed off now my the mm
It good to have the analysts on side aswell as Woodford and Invesco (assume that they were invested at the float price - 80p odd a few years back). Enough positives for me to hold this back to that level (and hopefully beyond). Expect that we'll see a major increase in revenue at the next update. And that revenue is predominantly in USD, so positive exchange rate movement also.
Apologies: $300m+ and 150m+ And these are just two of the contracts around their services, let alone the product value.
Major players have bought into the services that they provide - clearly, they provide value, USD350m of value for one of them (sure, we don't have the specifics), but That's more than potential. And a market cap shy of USD 60m (circa 10m cash) doesn't sound a lot to me for proven buy-in.
I called this correctly previous post. The company says potential, no indication of how many years nor if profitable. You can see exactly the same pattern in Futura Medical which has launched its Viagra equivalent gel and generating revenue. In comparison a way less risky higher potential than this. It was always a day traders play and until it generates revenue and real profits is best watched. Other drugs companies either have or could have their own version drugs too. Currently still overpriced based upon tangible fundamentals IMO.
Fingers crossed. But I would be surprised. Trump seems to be sowing plenty of confusion and panic - it may infect the market place today.
A blue day ....surely
I have been thinking that every day this week!
It must have hit its Low now. Surely a cracking entry point for those not in! (I'm in)
only 40% down in 6 days ..
be last of the cheap stock going...
Wrong board - sorry!
Well if you bought in at 57p you must have had confidence it would go higher so why the "hope" now ? Nothing's changed and a fantastic future.
Got to the 130 range faster than i thought, going to watch this like a hawk.
On what basis? Don't get me wrong, I stupidly bought in at 57p last week -against my better judgement - so I want it to turn around but it'll need more than hope and good intentions.
it will turn and it could happen very quickly.
This share is a fricking joke! Just red red everyday
I think it will rise but only when there is more meat on the bones of the present news. 'Potential' earnings are nothing more than 'potential' ..until we know more, of course - usually in the form of hard revenues/profits at which point I think this will move - and it may move swiftly.