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One day Rodney, one day! We’ll be millionaires.

That’ll be the Xmas Special then?

Hopefully Modi 1 results plus GT investment. There could be more but I’m starting to get suspicious about Gemabs intentions given it’s been 3 years and a major takeover of another firm. I do recall the SCiB2 period with Cancer research which yielded nothing except delay and procrastination. So when do the rights revert back to Sclp or GT for the mabs?

As others have said, Sclp needs a lucrative deal to boost the share price.

Wasnt PL reported recently of mulling over a special trial arm of scib1+ with keytruda?

They’ve done the safety study so it could join the phase 3 as a separate funded arm.

Hi EE,

Hasn’t the share price fallen as the last 2 annual accounts presentations ushered in fund raises and dilution. Hopefully this one won’t as PL now has 11 months service and proven assets .

Agreed EE, I’d do both at once plus sort out GT too. However it’s only the CEO and FD so far. If it was about MODI1 then LD and clinical personnel would be involved too.

Isn’t 999 the emergency number? HAGW.

Yes I just clocked that post which was made 5 hours ago. It’s showing PL is gearing up for a busy remainder of the year. What would be the effect of new earlier stage trial with pembro? Let’s get the competition and market going?

Then there’s GT plus Modi results too plus the remaining Iscib1+ too.

Hi CP,

I’m eagerly awaiting MODI1 to get fast tracked too. I just had a look at the MM site and it seems recruitment is slower when unpartnered .

Of course we’d need funding for that too.

So what’s the bet for an announcement on Mon am. Wasn’t that 15m in the last 2 days?

It needs over 31m for a holdings RNS so will that happen on Monday when the city is quiet for the holidays?

Yes our FD seems confident of a revenue stream. There is a risk reward equation for Genmab in taking a stake in GT. However, I’m also aware that some firms buy assets to slow development down. How long have Genmab been working with the first Mab?

I’m sure in the past there was a chart which expected a progress payment by about now.

The Modi results will be a game changer.

However what the share price needs is a cash deal. I am confident PL will deliver that with 30m options.

Yes this is a new podcast. Every time I hear PL the more he goes up in my estimation. He explains things so well and is an excellent communicator. I tend to agree with TF in that they must already be engaged with suitors/partners due to the specialised nature of the market. Given the CMOs approach too then I suspect progress will be swift.

Again PL stresses the importance of meeting targets and has started to soften up the market with the news that the 2 modi1 trials are also on time.

Well done Rob. I was trying to block him but couldn’t work out how to do that.

Socked it to them! Trouble is why ain’t the SP going up?

Now if I was a certain US president I’d say - it’s the Deep State.

Just imagine what will happen after the RCC and H and Neck Modi results come out later on.

There’s certainly cash expected from other sources. Glamabs or GT Ltd? Importantly the term at pace was used frequently. Plus the emphasis on meeting targets.

Well I listened to the podcast today and thank cleaner for communicating her find. PL is showing that he’s worth his option package by outlining to direction and strategic capability of the current leadership. I’m so convinced that I upped my stake again today.

Indeed I can’t understand the negativity of some posters here! Why can’t you see the lead in process and the hints being provided about great news coming? Would PL taint his formidable reputation by mushroom management? He’s not that kind of guy! The explanation of the rationale behind the success was also new to my ears. Pharma need to know why it works and he provides that.

So my bet is the RNS will be Monday to Wednesday but I favour Monday after the last announcement and when the options are registered on LSE.

Chester -from ChatGPT

In the context of the London Stock Exchange (LSE), 'Off Book' trades are transactions executed outside the public order book, often between institutional investors, and are reported to the exchange post-execution. The 'SINT' trade type indicator denotes trades executed by a Systematic Internaliser (SI), which are entities that match client orders against their own book outside the exchange. These trades are typically not subject to the same transparency requirements as on-exchange transactions, leading to less immediate public visibility.

And both Immunibody and Moditope are platforms. Maybe Inan is correct?

Is a nod as good as a wink to a blind man?

The LinkedIn message from the CMO implies early success with liver and pancreatic cancers. For which product though?

Hi TF,

I quite agree with your transition plan. They can’t incur costs they can’t fund due to insolvency rules. The key is recruitment of a separate CEO - before or after funding? The second stage payment for the glymab should provide momentum and should be due soon.

The investors briefing was arranged at the last minute. Perhaps that momentum is in progress?

Hi Moon, the market is desperate to see £££££££££ from this.

Yes PL is doing what’s expected and sticking to timelines. He’s even got the FD trained in mgt speak too.