The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
I imagine everyone are out living their lives or have gone to a place that you are not!
Hi!
Orange cannon, I agree re the requirement for more sales but personally my confidence in the tech was seriously boosted by the decision of Siemens Gamesa to partner with Invinity. They will have had leading industry experts assess the technology and I am happy with their obviously positive conclusions.
I think it’s only out there as an ingredient at the moment .....unless anyone knows otherwise. I asked the company a few months ago and all they said was it would soon be available but without revealing where or in what.
nlondon....I do hope so! I certainly think the ongoing Richard Griffiths buying is significant.....he’s not exactly a mug punter and as someone has pointed out on ADVFN he seems to be happy now paying twice as much as when he started accumulating.
Well something is certainly going on but the trial results won’t be for a while yet. The official government website is now showing the estimated primary completion date as 6th May. This was updated a couple of weeks ago https://www.clinicaltrials.gov/ct2/show/record/NCT04413552?view=record
Maybe there is something on the move elsewhere in the portfolio?
Andrew Scott interview with Clive Dix on the company update.
https://www.proactiveinvestors.co.uk/companies/news/903987/-momentum-building--within-c4x-discovery-portfolio-as-it-looks-to-license-nrf-2-programme-903987.html
Compoundinterest...you may well be right but the Barrons.com website splits holdings into those held in the Mutual fund and those held by the Institution. BG Global discovery fund holds 1.3m shares and then in addition BG & Co hold or held 2.93m. The 2.93m mid-market block trade seems too much of a coincidence for me. I don't think City Financial ever held that many but I'll be happy if you are right earthling and it gets any overhang out the way.
That huge trade looks to be exactly the same size as the Baillie Gifford holding.....I wonder if that might be a fund to fund transfer? Not sure if it would show up like this though.....
$167m acquisition of early stage drug discovery platform demonstrates the value of small molecule discovery technology to big pharma.
https://www.fiercebiotech.com/biotech/amgen-bids-167m-to-buy-drug-discovery-shop-nuevolution
Very pleased to see Clive Dix adding to his holdings again yesterday. He already owns over 1.4m so to use real cash to buy more in the market is a good indicator of his confidence. The company has made enormous progress over the last three years which has not yet been reflected in the share price....the next licence deal and a milestone payment from Indivior should change this and bring it on to the radar of more institutions and pi investors.
C4X features in the @FT Article on UK Biotech: Nimble biotechs become vital partners for large pharma groups.
https://www.ft.com/content/e199a93a-f3cc-11e8-9623-d7f9881e729f
Clive Dix, chief executive, says large pharmaceutical companies “are crying out for innovation and are struggling to get enough of it in their own organisation to have the best molecules coming through. They’re therefore going to?.?.?.?smaller, more innovative companies and licensing products from them”.
“I’m convinced that within five years we could be the UK’s biggest biotech company, a company that sits in the innovative space forever and grows.”