Member Info for 13thmonkey

The money is out there, either in agreements or as a BO/TO. And they are not the only one.

before anyone makes anything of it, THE VALIUES ARE GOING DOWN, PAAAANNNNIIIC!

Touk, you have a go at people for talking about the future in terms of prices etc. which are actually of interest and an outcome of success. Then you try and highlight someone moving jobs? Not at a strategic leader level, just a senior scientist. Get a grip on reality, trials going well will eventually increase the SP, someone leaving and starting somewhere else will very likely have no impact.

But they are hilarious!

Hanoi, I don't think the premium pricing is that awquard to talk about, as the cost of managing the side effects will be reduced, so you could increase the cost but still leave it as cost neutral, and time beneficial in terms of clinic time, leaving those professionals free to deal with others. Nett impact to the hospital increased billing, nett cost to insurers zero increase, with a better patient journey. No one loses.

My dad died of prostate cancer, (wouldn't go to doctors for hardly anything), symptoms weakening leg strength (possibly), night time peeing (but he drank 4-5 pints of beer a night), probably other symptoms I wasn't aware of.
Mines large but the right texture on the surface, I also cycle a lot so PSA is not a great test for me.
Get tested, finger up bum if needed, honestly it's not that bad (unless your doc has giant sausage fingers), the docs should not be adverse to doing it.

BSFA before Ivy, seems to be a better product imo

very long? about normal really.

personally I won't be holding anything for any period of time in a new owner, there's too much risk in their background (which I won't understand, look at the talc cancer payout last year, is one of those hidden in the new owner?), and too little reward ongoing, to hold a single stock in what I hope would be £100'sk they might double in the best case. Any divi I could equal or exceed in a fund/trust and reduce the risk dramatically by spreading the load, typical divi for bio is 2-3%? that's not even matching inflation.

The trotsky, I think that 'no, not now' is the key point, but the possible reasoning behind it, attempting to create new solutions to many problems with the same fundamental tool kit so that at least one potential customer would recognise that the newly offered solution fitted their problem was sound, but no one was buying. It was too novel, china will only ever buy made in china (imo), and for everyone else 'we've never needed it before' was the answer. But given the cost of track and trace, if <1% of that made it's way into automated waste water testing, and not a apprentice with a jug, then he'd have been touted as a genius.
Someone will realise that the cost of monitoring and acting early is much much less than the cost of not doing so at some point, hopefully we'll still be around.
No point in me selling now, what's gone is gone, what's left is bottom draw.

Mb53, why can't it present any data that is market sensitive, all they have to do is announce it beforehand or indeed on the morning of. The way you are taking suggests that there can't be anything sensitive presented at that point, which is seven weeks away, which taken to it's logical conclusion suggests that no one can ever discuss anything in the future that they haven't already released today.

18 months ago quint was very very much in favour of a single stock portfolio (PRTG, probably approaching a decade put from medicine in the field). Since then he's gone much wider, and also more random and seems to be trading vs his started position of research and hold. He's sometimes pro Avacta and seems to get it, sometimes against it, suspect it's mood related.

Buena, I'm not making a claim that the high values are ramping. If making such a claim then there are two options, it's either a deramp or there is an appropriate value in mind. So the question is what is that appropriate value, and perhaps some logic behind it rather than just 'it's too high'.

Personally, the answer depends on how it is achieved, if there is no buyout then it'll be a while, but I can see profits of conservative 750mn pa being easily achieved with room for growth therefore supporting a pe ratio of 15+ so c 10bn.
Under the buyout scenario, even low multiples of revenue would deliver a similar result but quicker. I think a buyout is likely as the creation of new competitor would viewed as a threat by incumbent, and they would see the tech as a competitive advantage.
I think this is all conservative as it's only really counting 1 drug and not the platform, and there's no uplift for competitive bidding. I'm happy to wait.

So you have no figure of an mcap trust you think this should be worth? You don't have a reasonable level for this to reach

Starbright, so what's it worth then? If you think most high values are a pump, what do you think it'll reach?

Also blocked for referring to pig serum, not even a comment against Avacta, Chris seemed to deserve a block though, delay =/= stepping aside, that would be effing ridiculous.

According to ade it's happening a lot.

Don't forget the frozen hydrogen stopping work claim.

I assume you're taking the ****? H2 does not have a freezing problem.

RAH is this is 'others have failed' comment? Can't recall all of the sentence around it.