The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
It's a bit of a mush mash update, kicking the can a little further. Market doesn't like uncertainty. Unsure about whether to sell or not, catch 22 situation. CT is obviously a cracking CEO but as a communicator he leaves a lot to be desired.
Schlum...Pharma outfit?...Destiny have their own news which is due any day now, meteoric rise coming....XF73 dermal πππ₯ππ
....should be Alice-Wrong!π
DRO Mich.....you can't invest if you're in one of them....just another 6 years fir you to wait ππ€
......along at 5p.......soon we'll be sprinting at 85p...spring is on its way!π₯πππ·π·
....since Lionsgold was taken off aim, tally? just another name for CP's pension pot, promises promises have led to nothing, I'm nearly 70 not in good health...I'll be dead before it relists!!! I could think of a few other words CP stands for!!!π‘π‘
Wow!....I'm sure CT has noticed the RNS from GSK this morning....1 billion up front payment to Aiolos...and they're only at phase 2!......more fuel to the fire for his negotiations, its bubbling under nicely and the herd haven't even arrived yet!!π°π°π·π·π₯π₯
Cheers, Alamoππ
Week
Good investment opportunities come around when excellent companies are surrounded by unusual circumstances that cause the stock to be misappraised.
Some good news from my younger sister who works for Barrons funds in NY, one of the in sectors atm which funds are latching onto is the biopharma sector this year as there are a lot of underappreciated companies at a low valuation. Included in the conversation were the UK and Indian sector, India especially as she highlighted that their economy would grow the most this year. US funds have a lot of spare cash to invest so judging by that we can expect a few surprises on the horizon. Let's hope Destiny can get a good deal as the signs look good.
Cheers, alamo ππ€
As per info research on my first message, Roche are only in the news because of the fact they are a well known company. Get this...."we are a very long way" from it being used in hospitals Prof Piddock said!!
"Full clinical trials... take a lot of time, several years ( average 10), and indeed they cost millions of pounds to do. Even if the trial is successful, then the drug has to be approved for use and then made accessible to those that need it - and that is all over the world not just in a few countries that can afford it.
"Therein is the big problem - the economics of making antibiotics."
Despite the considerable hurdles, there is "definite hope".
"It is really exciting - and not only is it good for this type of bacteria, but this could be built upon for others as well," Prof Piddock added.
XF73 is much further along the track, when the big boys realise this then I expect all hell to let loose, and us, Destiny Pharma, will be highly regarded as an innovative company. So far under the radar it's unbelievable! Earthquake waiting to happen.!!π₯π₯
Cheers, Alamoππππ
After seeing the new antibiotic Zosurabalpin in the news today from Roche I discovered this : Acinetobacter Infections Pipeline Insight β 2023' report provides comprehensive global coverage of available, marketed, and pipeline Acinetobacter infections therapies in various stages of clinical development, major pharmaceutical companies are working to advance the pipeline space and future growth potential of the Acinetobacter infections pipeline domain.
Key Takeaways from the Acinetobacter Infections Pipeline Report
DelveInsightβs Acinetobacter infections pipeline report depicts a robust space with 25+ active players working to develop 27+ pipeline therapies for Acinetobacter infections treatment.
Key Acinetobacter infections companies such as Entasis Therapeutics, Spero Therapeutics, Omnix Medical, ABAC Therapeutics, Venatorx Pharmaceuticals, TAXIS Pharmaceutical, Vaxdyn, ContraFect Corporation (CFRX), Debiopharm, Idorsia, Telum Therapeutics, Bioharmony Therapeutics, DESTINY PHARMA,BioVersys, HOFFMAN LA-ROCHE, SuperTrans Medical, Agile Biotics, Qpex Biopharma, Antabio, Nosopharm, Aridis Pharmaceuticals, Brii Biosciences, and others are evaluating novel Acinetobacter infections drug candidates to improve the treatment landscape.
Zosurabalpin is Roche's baby and it's in the major news on tv because of the size of Roche but it operates in the same sphere as Destiny!! Once XF 73 gets the same promenance then it'll be a blockbuster, we're talking not millions but billions, I've upped it to a strong buy!
Cheers alamo π₯π₯πππ₯³
I'm sure CT is well aware of the cash situation and will know the deal will need to be sorted well before '25. What this update says to me is that he won't be sold short by certain large Pharma's coming in with an offer which is derisory, he will have a figure in mind and won't go below that based on what XF 73 is worth.π₯π
Finally, at least as regards money, I see that the Mail on Sunday have alighted upon IDS for 2024. I reckon they are right. Their new sorting office, near Daventry, is the size of 30 football pitches. That rather puts Amazon in their place. Buy at 280p.