Member Info for Albinio74

I think considering how late in the year they would have been able to start selling AS, combined with Covid impact, was not expecting fireworks, they remain bullish and so much so they wanted the Canadian market too which is a positive vibe to come from them (more than just words).

Confident Alkindi will perform strongly within its market once Covid eases, the interims noted good growth in more established markets despite CV19 so that is probably a better barometer for future potential.

Chronocort still the potential short term springboard for DNL.

ha, opened lse ages ago and not refreshed missed - Hunsen's link - look forward to your views HunSen.

no chance to read it either - link for anyone interested

https://www.edisongroup.com/publication/improving-treatments-for-endocrine-disorders/29037

Eton Webinar for final results Tuesday 16th March

https://ir.etonpharma.com/news-releases/news-release-details/eton-pharmaceuticals-report-fourth-quarter-and-full-year-2020#hi

I can't find any video links though for the presentation

https://twitter.com/DiurnalLtd?s=09

The pdf slides download is very detailed and well worth a read through (link from Chester below).

Thanks Chester

returned home from work a little late to catch it - anyone know if the presentation is available to view?

Bluffmongery and fauxbabble are his chosen subjects

Is what he knows

should we get the expected chronocort euro regulatory approval we should get a big move fairly quickly, that will be a game changer for DNL, Alkindi will do well for them but not going to get the market excited, any ditest progress too will get a strong market response IMO.

Weren't modern water languishing around the 0.5p mark pre GB? And once the 10-1 share offer went through they were getting around 2.5p a share weren't they (DVRG were 20 odd p I think and mostly in the thirties since so about 6x the base price of MWG, are those numbers about right?

Diurnal also own a chunk of Eton shares, formed part of the up front payment for Alkindi (unless they have unloaded them but don't think that is part of the strategy).

Are there any interviews/articles regarding future plans and whether any other Crypto will be on the app?

Downloaded the app yesterday and did a couple of low value Bitcoin purchases, very simply to use.

Subsequently have started a small position here but not something I could claim any experience/knowledge on, Crypto here to stay so may as well try and understand it better.

To be fair, when i posted the link it wasn't showing on LSE.

Hopefully pointing to a positive EMA decision soon.

https://www.londonstockexchange.com/news-article/DNL/chronocort-results-published-in-jcem/14849030

by the RNS this morning, between work and a late return home been trying to keep up and read through, but pretty happy.

Strong II backed raise
A little bit of director buying
Very positive comments from commentators like Malcy won't do any harm

Oh and if anyone had any doubt before, while accepting o&g is always riddled with risk this is clearly a very big find splat in the middle of some of the best infrastructure you could ask for, that is good right?

Not interested in the odd attempts to distract from what is happening here, bit like having an amazing meal at a restaurant and letting someone ruin it by constantly saying they didn't like one of the pictures in the wall or something.

Oil and gas investments put investors through it for sure but when they go right they can offer such rewards and looks like something big is unfolding here.

"Fair Value" is not a target price as such, but a snapshot assesment / valuation, Hardman give a DCF of 223p going through the same process but maybe valuing risk and near term sales growth differently in their calculations.

From September folllowing FDA approval for Alkindi

https://www.hardmanandco.com/research/corporate-research/and-then-there-were-three/

I don't feel either represent a target price over any particular time, but offer detailed valuations of the business for investors to refer to.

Nice round up Deemule, although I would never right anything off on AIM or when it comes to O&G, a cash call would have to be for something very specific not already factored in IMO, and therefore also likely attached significant asset value building (certainly not to keep the lights on) - but don't see any imperative near term need.

In a nutshell - it makes more sense to focus on the 20% growth in existing markets v the 4% in new markets at such a strange time.

As an add on, the Eton sales update will be more relevent than either considering the market (USA) and how bullish they have been.

And finally if Chronocort is approved (as seems likely) 4% or 20% of growth for Alkindi probably not going to have a major impact on SP in the months/years ahead.

I think that is a positive TU and RNS bearing in mind the very obvious impact of Covid on launches and hospital visits.

£20m cash - opportunity to see the company through to profitability

20% sales increases in Germany and the UK

Increasing regional footprint and sales network for Alkindi (paving the way for Chronocort)

Reaffirmation of anticipated Chronocort approval q1

In a "normal" year the sales growth (6% Inc licensing) might cause some doubts but in such an odd year against the positive backdrop I am surprised by the drop today.