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Well done C4!
Hope there's even more to come.
Should be a good day.
GLA
Danno.
Yes, excellent news
Looks like patience might pay off
It's not only the $402m it could add to the bottom line that matters here.
The company's chances of getting one of its drugs to market has just increased by a further 50%. As soon as one succeeds it proves the company's tech actually works and the market cap gets well on its way to the tens of billions.
interesting, will see new highs here...
big deal here, what a break through
This should be 60p minimum with all the deals going off. ????????????????????????????????????
yes, 31 to break today, it will off - 60p-100p range
thinking about taking a big position here - this £0.5billion update
$402m is £303m.
Sorry, £330m.
Been waiting for sellers to get out to buy.
Sellers will pay more from here on.
This is money making news, and not 1 day wonder.
Should lift up soon here, IMHO.
up 60% on IOG so had great week. Maybe move profits in as it moves over 30p
Just had message (Neil Poster - I have filter on as advised by LSE)) is disruptive the board here. Calling me names, he was fighting me on other boards. His use of language is despicable.
He is now distributing many boards.
Please report this poster - he has no business on this board.
Unfortunately Neil is totally correct. Magnuson has arrived and will infest this board with 100 messages every day for the next couple of weeks. Please, any newbies, don't be taken in by his relentless ramping and B.S.
Haha you can't lie straight.
Who sent you that message?
You weirdo.
Anyway I won't block this board as I am not invested here.
Seriously though everyone beware of MAG A NUS and read his history he has ruined many boards.
GL here
Magmanus is a complete CU1T
Magmanus thought it was sensible to round £330m up to £500m. So at the very least you might want to approach his posts with a bucketload of scepticism.
what about the past contracts.
There are smarter people on this investment.
anyway.
My IOG is killing it now.
You said that $402m was £0.5 billion. It's actually £330m.
You didn't even get basic maths right. Why would your opinion be worth more than anyone elses?
Not going to arguing with £ and $, but you are right - there is difference.
Don;t buy here :)
Take a look at IOG by the way :)
It's days like this (when a company announces some good news) that posters like you crawl out of the woodwork to try to encourage others to follow your self-serving advice.
Here's my advice: shove it.
don't buy. bad stock then. :)
I am not in, but doing dd.
could close up here now that sellers are out. then what.
total value of deals $1.1B now ! mkt cap 50M. wtf.
And another delayed large buy popping up
Now paying over advertised as NT online
I can remember the spike on the $294m Indivior deal way back in March 2018 when the share price hit 150p. There were just 47m shares in issue back then so the market cap was ~£70m. Nearly 5 years on and the share price is less than 20% of the all time high as shares in issue have ballooned to 252m. There's a lesson there for any new AIM investors to learn...
Also note the upfront payments have declined over the last 3 deals;
Indivior - March 2018 - upfront $10m - total deal value $294m
Sanofi - April 2021 - upfront €7m - total deal value €414m
AZ - November 2022 - upfront £2m - total deal value £402m
I'd argue that the lukewarm market reaction today is due to the tiny upfront (~0.5% deal value), you wonder whether it even comes close to paying for the R&D that's gone into the development of the programme.