Oncimmune Share Chat (ONC)

I see i was as accurate as ever with my statement that it might bounce to today and i would make money.

It hasn't bounced and i haven't made money. lucky my reason for investing is not day trading as I would be destitute.

Perhaps i should sell my trading patterns so everyone else can do the opposite and make money. Apologies to those invested here i'm in so the price will fall. I will let you know when i get out that way you can buy in and make money :)

*Lab capacity

Haha, I feel the same way. The world of investing has turned its back on me. I have continuously been lowering my average and so far the SP has only gone down. Personally, I feel optimistic here but it seems like the investing community of ONC is waiting for proof that the revenue can increase in a sustainable and consistent manner. Looking back at the past few years, there have been a number of bumps and twists and turns with some unforeseen events causing drama. But there are some fundamental changes in place:

1. Commercial strategy is in place

2. Sales team is established and ramped - expanding

3. Scope widened to address more use cases

4. Quality management team in place

5. Profitable next year

6. Tripling last years revenue in FY24

7. Cash secured to last for next 12months

8. Lab capacity available

At this point they need to just sell and scale. But they definitely need tell more of an outcome based value narrative. It needs to be communicated to and understood by simpletons with money. Therefore some more marketing and PR would be great! This service is and should be flying off the shelves. Precision medicine is the now and future of healthcare and ONCimmune provides an invaluable service to enable this with high precision and predictability of the human immune response and the service can be deployed at scale (more so if AI were applicable). As Martin said in the last VOX Interview. OnC is tripling g last years combined revenue from ImmunoInsights and Early CDT with just ImmunoInsights alone. And this is just the start. I believe him firmly. There I will stay here and see this SP go to 5GBP and beyond

Set out like that it all looks pretty good.

fingers crossed the market agrees.

We have to stay positive otherwise you end up looking at the numbers from the Annual report in a less favorable way. Context is key

Can someone give me a reasonable explanation for the dramatic and earth shivering weakness of this companies shares?

There doesn't appear to be any risk appetite at the moment. Perhaps all the smart money is heading over the Atlantic to AI related Nvidia, which is ever stronger...it's going to end in tears and probably drag us all down with it!

You are right. People flock to the trend. Wish there was a bit more momentum behind ONC. Will just take a little longer and will need more press

I invested when Martin came on board, thinking the changes would bring a new exciting strategy. However, the interim results are not pretty. Cash outflow for H1, FY2024 was £2.18m, despite the cost savings, and leaving £911k in the bank! Assuming the same level of sales in H2 (as indicated in the forecast) and release of the escrow amount (£1.17m), this would mean a further outflow of approx. £1m in H2. This suggests a placing is likely. It seems that AIM placings for biotech companies are 30-40% below market. The current share price is likely to take a hit.

Longer term, I am concerned that, with the sale of the diagnostics business (likely the reason for the post-covid spike in valuation), the current offering is a niche technology in a niche market. Precision medicine requires diagnostics not biomarkers. The commercial models for biomarker discovery and use are still not well established. The technology employed by oncimmune is good but more likely a nice-to-have, rather than a necessity, as evidenced by the downturn in sales due to belt tightening in biopharma. So, while we can expect some growth with the larger sales team, it is possible the sales may never exceed £3-5m. Hence the lack of interest in the shares.

As always DYOR.

Altenburg,

Cash may or may be needed. TBC, depending on growth. Touch and go!

The new CEO came after the diagnostics business was sold, so a past fact. If you feel so about the new strategy and the prospects, you really should not own this share. I have a different view on the prospects based on my own research and contacts in the industry. We are entering new market opportunities so an element of uncertainty regarding timing of growth is normal.

Should move well today!! Back to high teens short term

Flying out the traps! Todays bag!!!

Can’t believe they had this down at 9.5!!! Should touch 20 today with relative ease

Huge news bag territory already!

New contract with world’s top pharma!! What else do you need for a FRIDAY FOMO

Tiny float so be fast before she gets motoring!! It will

With nearly 30% of the 75 mil float held tight by buyers at prices two fold and more this can only go one way from here. Illiquidity is what took it down to 10!

Here come the buys

Nice buying so far, this was priced as illiquid at 10! Could way double down if the volume persists.

In talks with creditors tho to defer capital repayments and revenue not to be realised until 2025..🤔

Will easily stave off with new revenue stream with a major.

Had a quick look GB etc

I took on board some posts from July

So will leave but looks good and great endorsement contract

Took SAR instead yesterday as lots near term catalysts ( see summary from someone yesterday morning

This is encouraging tho GB

Not only did this enable us to win a major new contract with an existing long-term Top 10 Pharma customer, it also opens a new technological offering, in line with our strategic goals.

No worries Laura looks good for a rerate at these levels

So under the radar it doesn’t even appear on the top spot of the leaderboard