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Sounds like he knows his stuff.Well deserved.
Interesting rns. 4sight mentioned specifically and that is what was mentioned in that article with roche. Roche talking at the JP Morgan event today in the states.
Nick was instrumental in the AZ and sanofi deal. Wonder if he will be in the roche deal coming imo. Making sure he is CTO so he gets the recognition he deserves.
Needs to be on another exchange.The company is very unnoticed here on the fringes of the aim market.
Interesting. C4xd are here. https://www.jpmorgan.com/solutions/cib/insights/health-care-conference
https://www.rocheplus.es/innovacion/tecnologia/tendencia-sector-farmaceutico.html
From the other day. About trends that will shape the pharma sector. References what C4x are doing with their drug discovery.
I don't follow Redx but wasn't that deal for another class of drug targeting a different condition and a while back in different market conditions?
It is unusual though and i can't explain why the price hasn't rallied even somewhere back nearer 25p at least.
Good news would set the momentum going in the right now. Seems like there is no new institutional money bidding this up right now as i doubt anybody much is shorting this unless somebody suspects something we don't know.
Could be news and payments very soon on the agreement with indivior given both of the below. With primary completion any day now. https://clinicaltrials.gov/ct2/show/NCT04976855
Taken from indivior q3 update mid October….the below. https://www.indivior.com/admin/resources/dam/id/988/Q3-2022%20RESULTS%20RND%20UPDATE.pdf
INDV-2000 (Selective Orexin 1 [OX1] receptor antagonist):
- SAD study: CSR finalized and published in July 2022.
- MAD study: Following clinical hold lift on July 27, 2022, MAD study dosed on September 14, 2022.
- Formulation PK study: Study conduct to begin October 2022.
- CYP3A4 interaction study: Start-up process in progress.
- Nonclinical, chemical development, and formulation development activities in parallel tracking according to plan.
The placing was done at 25 to…fill ya boots at 17 will bounce hard soon. Polar capital have been adding to their holdings. Agm in a couple of weeks expect updates
Mad how this has dropped since the AZ deal, I read redx had jumped 220% on a similar priced deal!
Due a bounce. At 52 week low. Placing done at 25. Can buy at 17.80. Could be a good move coming.
i`m keeping an eye on this one
A little tick up today - see if this follows through tomorrow. Results next week will look good - even a summary of the last 12 months will find a lot of very positive news. I cant imaging the forward looking statement will be anything but posiitve either.
And now sell 22.131 and buy 21.90. On HL try it. Any one care to explain?
Correction
To sell quote 21.911 and buy 21.90. Go figure. Are MM’s asleep?!
To sell quote 21.911 and buy 22.90. Go figure. Are MM’s asleep!
None of their drugs are even past phase 1. It will take time for the wider institutional market to realise they can fund their drug platform without further funding. The odds are definitely greater now as they have more products licenced. I feel this will re-rate quickly, but who knows when. Institutions tend to pile in, similar to retail, all at once, once they feel the odds are in their favour. Look at the US markets..... all in.... all out of 'growth' stocks.
There are a substantial number of block, off exhance trades, here though, which indicates institutional ownershiper and interest.
I think it was old retail seller. Whoever it was must be done, as more buys then sells so far.
This is good one. They can only get more contracts, one success and its a made company for a very long time.
Is down due to lack of interest and knowledge about the company, and recent RNS has certainly put it on the radar. Which other company at this mkt cap has $1.1b+ order book with royalties attached to also.
IMHO
Make sense..
Canaccord have been liquidating many of their holdings for quite sometime now after a significant decrease in their revenue. My guess its them selling.
Like the smaller traders II’s may have averaged down and now slicing but once they have stopped cant see this staying down here for long.
Or one of them...
Mr Richard I Griffiths (Guernsey) 59,049,066 23.4%
Polar Capital (London) 43,455,000 17.2%
Lombard Odier Asset Mgt (London) 38,723,678 15.4%
Baillie Gifford & Co (Edinburgh) 21,495,228 8.5%
Canaccord Genuity Wealth Mgt (Jersey) 12,086,031 4.8%
Calculus Capital (London) 9,312,876 3.7%
Polar Capital (London) who got shares from last fundraising are a long term holders, maybe Lombard Odier Asset Mgt (London) are offloading? Because the SP makes no sense...
buy and hold
added a few
Wants to move up...
buyers coming back in.