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Does anyone know the potential market size for US sales of Efmody, on a successful FDA approval?
In reply to the comments concerning dilution I would only say that you do not build a major pharma company without investment just as you cannot make an omelette without breaking eggs.
I think when I 1st bought this there was only 100 million shares issued now it jumped to 160 million
I know this is a long time hold, I have been holding it for 2 years already
A confident fundraise at a minimal discount.
"Now funded to profitability" for the cortisol franchise.
Diurnal has all the hallmarks of a quality & sure-footed company.
I am assuming you’re a short term holder then? This is a long term hold.
A few wont take up open offer as last time i paid 60p and it dropped to 48p . IMO if she drops under 64 im a buyer gla
What joke they had a placing not long ago @60p they keep diluting this shares
20 million placing at 70p
Diurnal are presenting at our webinar on the 27th April which may be of interest to shareholders or potential investors. Martin Whitaker – CEO presents! More info here: https://www.sharesoc.org/events/sharesoc-webinar-with-diurnal-dnl-27-april-2021/
A pragmatic decision, obtain the EMA approval and get to market across Europe asap. The latest Edison Research suggests that Diurnal will need to spend £25m on trials etc; before reaching profitability. Obviously having product on the markets doing well, will make it easier to raise the money and be less dilutive sharewise, As the SP is likely to be higher on prospective revenues.
With regard to fundraising, IP Group have a 32% interest in Diurnal. They also have a 15% holding in Oxford Nanopore, who have announced an intention of an ipo later this year. Analysts are suggesting that their current holding will be worth over £300m. Some of that should go as part of the ipo. The point being, any decision IP Group make with regard to more funding for Diurnal, will be made without worries about finding any extra cash. Though now that Diurnal appear to be on course to become a commercial success, they may be relaxed about allowing their holding fall below 30%, in order to allow other investors to gain access.
Shareholders who want to participate in the probable success of this company need to tuck the shares away and be patient.
What are your views?
At the moment I am quite happy putting together the constituent parts.
What are the major benefits?
HI hope your ok i Think i found that out on morning star ., I found intresting stocks of late and this week another 2 , Have a great day i will be on the boards less as lots of studying to do for new project . Keep winning and catch up again
Hey Scored, where did you find his pay details? I have outlined the Long Term Incentive Plan (LTIP) a couple of times and this can be found in the RNS archive. One key metric for his (their) reward is the share price SUSTAINED above £1.
I assume you mean Martin, I know you are on SharePad as I see you in the chat talking to support :-), take a look at the DD tab, he doesn't seem to have many more shares than me (unless that is cash and not shares)? But Richard Ross has 2.22m shares.
I have great confidence in DNL but it's also the most frustrating share I own.
One interesting thought on the latest RNS is that withdrawing orphan designation on Efmody may well be paving the way for applying the drug for non-orphan purposes (e.g. Addisons).
From my limited research, "orphan" is more rare than Addisons (which is just rare!).
Hey Scored, sorry, I had a manic week at work and have had very little time to respond to anything else.
Yes, I have spotted AGY on a SharePad screen and done a bit of research, it's on my list and you are right ,looks quite interesting. One of my recent work assignments was in a baby food manufacturer and they take allergens incredibly seriously. Strict segregation which is audited by BRC and the top retailers, the site was strictly "no nuts" - not even in the staff room or car park.
So this is certainly an interesting market which is potentially a game changer for an increasing allergy problem.
I will certainly continue my research and keep watching. Thanks for the suggestion.
Pay is over 500000 a year wonder what he gets if it hit targets . MOST ceo are on 250 k a year at this stage of play . 3rd quarter hopefully moving for new products on mkt . BE intresting to see if we get eton money in next quarter if we dont well
A NICE LOT HOWEVER want 70.9 plenty of time nothing happening to 3rd quarter LIKE to pay 65
IM PRETTY SURE one of our directors is on the board at COG that has motored from 20p to 1,30 in last year
I still have a few reduced my holding for my 50/50 plan it works better for me .50 PERCENT long 50 percent trading atb
Do you still have your core position here, Scored?
if dnl drifts a bit more
Forgot about AGY I seen them present a few year ago in that London. Thought they had real promise, might need another look.
HOPE ur well still here have a ponder over agy AGY .DEBT FREE over 45 million cash small mkt cap etc trying to break into usa 8 billion mkt for peanut allergy - 22 YEARS of growth under valued share main share holder abbot lab with 56 percent abbot one of the biggest pharma in the world worth over 213 billion yes billion
HI bojo --- AGY -- have a read undervauled usa this year entry
Yeah, I listened to that too. He also, however, said elsewhere in the podcast that he got out of other companies way too early. I understand his point about DNL but I'm going to hold and if it does drop down, buy more. I'm in for the long term.