The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
Absolutely, NY. Hold out for the best deal.
Key issue; Stop saying you’re in the deal window, edging deals, then to kick the can in the hope all with forget.
Stick to a consistent story, however long that may be.
This pack was meant to be a detailed pack. It wasn’t.
This pack was the inflection point. It wasn’t.
This pack proved the platform and signalled deals. It hasn’t (yet).
This pack was the pathfinder for a long list of chemos. Now it isn’t. They’re old.
The market size for dox was “$1,2 - 5bn”. Now we’re told not to get too excited.
He’s now lost the commercial dressing room. No acumen.
NY - he’s not transparent when he wants cash. He speech was totally at odds with what he said even 6 mo the ago. They were in the commercial window then, but now only starting the curve today.
He hasn’t a commercial scooby. Fantastic achievement with the tech, move over and take the help.
PL - Pin that post. Perfect summary.
Ny - some good advice in there.
But even after calm, it’s true that AS needs some immediate help and be reminded who’s paying his £400k salary.
He continues to onboard cash burning folks that are not delivering value to SHs. Today’s box interview was a kick in the teeth.
Should be helped or replaced.
Zero commercial acumen. Benefit of the doubt while he stumbled to tech proof. No longer, he needs to be relieved of the mic, and massively pressured to deliver.
Agreed Energy. Keep away from that idiot hill.
Very miserable today. That’s clear - licence deal AS.
Stevie - December 24 being at this price is a good thing?? 120p for over three years, that would make it 4.
He needs to sell the tech and get on with it.
*vox - viz would have been far more valuable.
Did everyone listen to the viz interview?? Very clear what’s happened - he’s booted the can so far down the road it’s been recycled.
What a performance. Best yet - needs to go
Wouldn’t bother Tim. TLDR; he hates shareholders.
All about cash. It works. No more questions - sell the substrate. Shareholders now in control. Deliver AS.
Ophidian - exactly. Doesn’t understand, yet pulls the easy thread.
The data is very thin, my main criticism. There’s enough to tell us it’s working, but I’d like to have seen more.
Eggy - I’m not here to throw abuse. Never done it (unless really miserable).
As a stately figure once stated, “I simply correct”.
Doesn’t understand the log scale. Doesn’t understand the difference between exposure and concentration.
I agree with Ophidian. What’s going on…
JC - previous RNS for 2.98, and latest reporting figures in Avacta decks/website. Something makes little sense.
BV - Correct. They’ve been screening patients since his last outing. It’s a bit of smoke. FDA yet to approve.
JC. Cheers. Conifer dropped to 2.98%, are now over 4%. No TR1.
PL - exactly my point. So, if simply down to the holder, they didn’t let the market know on the way up.
SB - we didn’t get a TR1 when conifer increased. Not sure the intricacies of TR1 reporting, but they seem to be less than simple.
Timster - yes.
The data is good. As expected. Really disappointed it was yet another partial release. Efficacy signals are good, not ‘blow the doors off good’.
PKs are (again having to interpret) look great. But quite similar to other prodrugs.
Overall - good.
Key, most positive bit; they’ve managed to prove a FAP targeting tech that actually works. And improves Dox. Never been done before.