Member Info for 13thmonkey

You think that anyone serious would consider 1bn as a reasonable offer. So 200Mn peak sales? Go do some research.

£4 ? Do you think we're only worth a billion?

What's the point? If it's a going concern then that'll tip it over into not being one. If it's not a going concern then there's no money, so you'll be going after bod directly, their assets are hardly likely to be worth enough to give us more than 1% of the latest valuation. However nobbling any future career as a director is no bad thing.

The higher price would easily be offset by less being spent managing side effect, so might actually be nett zero change in costs to the entity treating the patient. Plus a reduced risk of complications, fewer appointments, easier to manage etc.

Yeah, I found the proof written on some toilet roll stuffed into a pack of meds, must have been from a whistleblower. But it rained and disintegrated, so I've no proof. Guess that means it's even stronger proof.

I guess the suspension is part of big pharma?

'More than willing to lose' is the key point, where there is the possibility of great reward there is inevitably great risk if there wasn't then the reward would not be so high. It's a nice to have if it comes off, it's a shrug and lesson learned if it doesn't.
Personally I'm a tad too exposed here, averaged down a little thinking that the distressed seller would stop the rot, thinking that the managements knowledge when they bought in at £1.20 was actually important, believed that because of their background they'd be all over the financing, and then finally thinking 'what's the point in selling'.
More active management or a lower tolerance to risk is needed. Sell early or invest little enough that it's not an issue.

I'm not seeing much to be hopeful about, mentally written off, nothing I can do or say will impact it, it'll be a nice surprise if something is rescued.
I do hope that some of the paths thar 4D were investigating are continued and come to something, parkinsons in particular.

Small and artisanal farms won't cause untold environmental damage. Stop exaggerating, it doesn't help.

They are in administration, the administrators job is to find enough value to pay off Oxford Finance (or whoever it is), should this be possibly by selling off some IP, or fund raising by other means then that might be OK(ish) for us, if they can't or if all of the IP is wanted then it's not-so-good for us. Oxford triggered this as financial covenants associated with the loan were not being maintained.
Are they still trading? tough question, what is 'trading' for a company like this? Employees are still employed, the last RNS stated they had stopped recruiting patients which is ethical I suppose.
Read one of the other threads for a timeline, mid to late Aug is 8 weeks after this all started.
The Action Group is following the idea that things have not financially been represented well, and therefore there might be a legal avenue to follow, where will this go? no idea. Where's the money going to come from if they win?

I would say that this is not complicated, reading the last few RNS's would give you a fair idea as to what's going on.

What's complicated is what will the outcome be, if the likes of Merck are feeling generous then we might get a reasonable outcome, a loan perhaps based on what they know of the outcome of recent trials, or preferential terms. But why would they? what's in it for them? they could just offer what's needed to clear the loan for the whole company and get a bargain if they know it's delivering a benefit, the administrator might be inclined to agree to that. If they are not sure how well it's working then why would they do anything? A commercial loan might be a better idea, but having broken the deal on one loan who would lend? Admin will cost them cash, and time (& therefore wages), so they'd need more than if this hadn't happened.
I don't know if the administrator has to wait for the 8 weeks or if they could announce a solution earlier, if they can then i'm less inclined to believe in the beneficial solution as that would have happened by now. If they can't then it could go either way. Personally i'm assuming the investment is gone.
The outcome will determine if they delist.

how many doses delivered? What would be the expected death/injury rate across that many doses?

They are still there, and have referenced this thread.

Timster how many times has that been explained now?

Anyone expecting news in July, needs to take a look and question why they are expecting news in July, I don't think anything is expected. There'll be the usual whiners questioning why there isn't any though.

There is a great need for static power usage, the draw required is much lower, the life span will probably increase, after this (or if insufficient demand) then material extraction and rework is the next best step.

I don't know the answer to this question, but with everything surpressed at the moment is there the liquidity to create the buying pressure? Would institutions be buying in bearish market without something firm?

GB has just retweeted something covering Amazon's growth into medical care. They would have teh same benefit as boots, wholly agnostic to the product offered, which is the issue with Unilever etc.
It's a fantasy, let me dream.

Given the detail in the link I wouldn't say it's a massive part of it. It'd be nice to have an advert in one of the breaks.

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"The Ages of our Skin" features five reporter-led films from the following partners:

Ameliorate is a dermatological skin care brand providing clinically proven products to treat Keratosis Pilaris

Boots offers tailored solutions to address all customer’s skin health needs thanks backed by its pharmacy heritage and science-based beauty expertise

Dermal, one of the UK's few independent pharmaceutical companies, has been developing products for the treatment of skin conditions for almost 60 years

Olay are a skin care company investing heavily in science-based research to include UVA and UVB protection in their products as well as active ingredients such as Niacinamide

Sanofi, a global healthcare company, is working with the British Skin Foundation to ensure that patients with skin conditions are not getting left behind

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However that has got me thinking on the Spin out and buy out front, Boots.... 33bn, paying out 1bn in divis (3% ish), independent, so no brand lock in, gives them an expanded sales avenue and funnels customers directly to them, US and UK presence (Walgreen boots alliance).

I suspect you'd need to do a lot of disassembly for reuse so that the individual batteries could be placed into new housings in a different form factor.
As a user would you want '2nd use' batteries? I really don't know.

Surely that would be the thing to get before getting back in?
The answer will either be there are loads of opportunities on the horizon, or we're still waiting for the opportunities to come off depending on who you listen to and how fed up they are. Usually something about how much Bondy is paid is almost muttered about.