The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
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Since the start of the trial we have only dropped 60pc and if some saying no news till March looks like we are only heading one way, looks like puma could be right and we hit the 30s by then . But will we get the big rise s we are hoping to see or just raped by the mms seems amazing how this share is getting mullered on little trading
GLA
Who said anything about del boy? I'm talking Peel Hunt or some other big org that can open the doors for us. And Laz, I know you know the score, you know we need data, you know what a deal is likley to do to the SP. Not sure who made the squeaky chair comment. It's funny but also true. Tim Mitchells job as CEO, is to generate shareholder value. They've taken the cash from the market, his job, to the best of his ability, is to pay that cash back. Imagine negotiating a deal worth 100's of millions, if not billions and um'ing & ar'ing with punctuation from a squeaky chair all the way through the presentation. I'm jot saying we need a guy in a shiny suit but we do need someone who can talk with authority and confidence about the compounds. That may be TM and Parker but I'm not convinced yet.
Ha ha, celtic. You're like the spotty little kid who follows the school prefect around. Agreeing with everything they say. This is said in jest BTW.
Post of the day Lazarus
.....
This doesn’t help I know … but I look after a well known int wealthy client who has been hit 3 times in 2 properties… just saying.
I think a few on here are a bit off beam with the deal making scenario. I also think that we have the necessary expertise on board to do this.
No major pharma is going to succumb to a snake oil salesman CEO. We are talking science data, interpretation and further scientific potential, not widgets or used cars. No major pharma will risk their reputation or their own BoD's jobs by jumping in feet first without knowing what they were getting into. Their shareholders would rightly question their ability to run a major pharma.
As for when a deal opportunity presents itself, I would be far more comfortable with professional knowledge meeting its own peer group. It isn't as if our BoD have never experienced large corporations and the way they operate.
If there was a silver bullet solution I am pretty sure it would have been identified and acted on by now. Jeez! Get a grip and just follow developments.
I take the opposite view potnak. I don't want Del Boy & Rodney getting involved just when the goose is about to lay the golden egg. Within the next 12 months there could be all manner of exciting developments here (yes, yes, you've heard it all before and we're all growing older, I know...), then let's worry about who's negotiating on our side. Anyway, isn't Parker supposed to be the ace deal-maker? Just relax, give them some space and buy a few more cheap shares while you still can.
I'm past the rose tinted view of the science will save us. It's like any other investment, whether that be tech, oil, miners etc. I've said this a few times, not all AIM companies that fail have a failed product. They mostly fail because of lack of fiance, bad management or just fizzle out. A good deal maker could get us a deal way before the compound fails or proves itself. We've done the science, it's now time to pursue the shareholder value.
Fully aware that was an actual example of the disconnect in SP MK cap even with the progress since...
Damon this was 5 years ago. The comparisons to SAR are now redundant as we are way beyond preclinical now. By March we will (hopefully) have confirmed we are safe in humans, a huge step on from testing in Vivo/vitro.
Also I'd like to think that figure of around 150m (US dollars) would be substantially higher.
The deal is there for the taking. We need business savvy and astute leaders to get the deal.
Hence why people constantly parroting the trust the science line doesn't help. Who do they think will negotiate our slice of cake at the end of the day?! The man in the squeaky chair!
But isn't it the science that will determine Sareum's future? You either believe in it, or not. I think it should be "trust the scientists" and Tim and John (I believe) are leaders in their field. The current SP equates to roughly 0.9p in old money - my original average. It then 10 bagged from there. The real question is, can lightning strike twice?
5th August 2021 it was still a penny share...
Yes, Aber. The trust the science things always triggers me. We need Mitchell and Parker to be deal makers and if they need help in brokering a deal they should seek it but I guess this is where Peel Hunt will come in. However, the sp is looking very cheap, with a potential upside on 1a data. Possibly back over a pound and back in institutional investor range. I'm not sure we'll get a deal before 1b data, mainly because the RNS's usually states that as the plan. But 1a data, a big regulatory hurdle cleared, could be as close as end of March. Not long to wait.
Anyone doubting the value here take a look at the “pre clinical” asset sale below. A T/O can happen at anytime…..
https://quoteddata.com/2019/05/amgen-takeover-nuevolution-rare-valuation-preclin-immuneinflam-assets/
I have zero confidence that SP, Tim and John will be able to navigate a licencing scenario bearing in mind their complete and utter incompetence with managing PR (who is getting paid for doing nothing!?) and shareholder engagement. Granted they have had to deal with the sh*tshow that THE UK clinical trial scene is in and made a good decision to evacuate to Oz but apart from that, the jury is well and truly out.
Do I have confidence they will be able to manage a relationship with a large Pharma partner? No
Do I have confidence they will push back hard if the partner doesn't keep to timelines? No
Do I have confidence they will keep us informed? Look at the evidence. The BoD have said they cannot given info for SRA737 so why would they be in a position to update on 1801?
All in all, the mismanagement of the SP (and the finances) has been woeful. I would like them to take any offer over 400m for the stable. I have zero confidence they could manage any better post licence.
And people are really going to listen to someone with a childish handle name like yours.
You are delusional, spurs was right though unfortunately your from the afham camp and would never admit it, this game is not for you.
just glad that the consolidation was such the roaring success in stabilising the sp that we were told it would be and that 'real ****' are really earning their fees! (not!!)
this really is 'sh 1t or bust' now imo! 😔
So almost 90% reduction in SP in 2.5 years ... I keep hearing trust the science but we also need to trust the management capabilities of our BOD ... and this says a lot !!!!
I am holding but cannot say I am happy with either TM's CEO performance or SP's Financial decisions
Fingers crossed we get news soon
5 Aug, 2021... hit 442p.
Some good points in Damion's assessment, getting lost in the usual bickering. All this fits in with the RNS saying first half of 2024. it a gamble but still an buying opportunity for me.
£4 Alan, when was that then, just out of interest?
The fact is, this has done nothing but go down. I don't like it but it is true. I gave up averaging down after my last purchase at 128.5 let alone all the ones i bought at 400 after the consolidation which cost loads as i have been in here many years. Some of us have a right to be annoyed, that does not make us a fool or does it. So you lot who bought in at 50p have been very fortunate so far.
Hello spurs (Reality10), I forget your other label when you got confused & replied to a post using the wrong user name but no doubt others will recall. You're about as welcome back here as a dose of the clap. Sensible posters beware and/or ignore.
Follow the news - ignore the noise from the lackeys
Good riddance to Afghan the guy was a prize clown, a long with his little side kick one for rule. Both were toxic characters who had no idea for investing.
I remember another poster by the name of spurs on here who put a reasoned case forward on why the share was likely to drop below 50p, those 2 idiots screamed and stamped their feet but now who are the fools?
Anyhow the point is you do your own research and completely ignore people shouting month of the retweet and other nonsense, otherwise you can lose a lot of money.
Must be due news bherecdoon here is hoping