Member Info for BigDano

Share options granted not shares purchased but I guess it does tie them in for the coming years.

Must be coming close to the end of the daily RNS's. 17m shares brought back and with Brexit uncertainty out of the way this hopefully will continue on a positive trajectory..

Anyone got any beanie when the likely next phase of payment from the Indv deal kicks in..

https://www.google.com/amp/s/www.proactiveinvestors.co.uk/companies/amp/news/908759

14 reviews on Argos since Sep, looks like there has been an increase in reviews on Next too since the roll out to their new stores. Hopefully it all leads to increased sales..

3 revenue deals confirmed:

Https://audioboom.com/posts/7433375-valuethemarkets-podcast-033-with-ray-barlow-ceo-of-e-therapeutics-etx

Sure is, will allow tullow put approx 200m from sale against their debt and the rest goes to their share of the FID.

Patients is needed, positives on the horizon .

"According to impeccable sources" .....

https://observer.ug/businessnews/62799-uganda-expects-3-5bn-oil-investment-deal-by-january

Good to see Eve mattresses carried as an item that's on sale in a full page newspaper add for amazons black friday event.

RNS - BOOM......

The Fool has spotted the value, maybe they do get the odd share called correctly after all..

https://www.fool.co.uk/investing/2019/11/20/have-3k-to-invest-id-buy-these-5-and-6-dividend-yields-for-my-isa-before-christmas/

Looks like they are losing the period of exclusivity where they have sole right to market Sublocade. Is this correct, anyone got more insights on this?.

https://endpts.com/fda-to-revoke-orphan-designation-for-opioid-addiction-drug-sublocade/

BUTD did you even read the Edisson analysis?.

It clearly states in several places that the financial terms of the transaction were not disclosed. They are merely projecting this year and first half of next. These are not facts. Stick to the actual numbers and stop spreading false info.

https://www.edisongroup.com/publication/rewards-for-keeping-the-faith/22994/

Good to see their view on the valuation front is positive.

Valuation: Unchanged ahead of more collaborations

We have updated our valuation to £69.4m or 26p/share, from £63.5m (24p/share), due to the impact of a stronger dollar on the dollar-based comparative transactions. All underlying assumptions remain unchanged. ETX expects more collaborations, and more visible transactions than the Novo collaboration and we would expect these to be incorporated into ETX’s valuation when they occur.

Stop spouting rubbish. Show us evidence not speculation that the Novo deal was for 400k. Where and when was this ever released to the market?. The last interim results clear state new deals signed post period. Stick to facts not pure speculation..

Stick to facts not assumptions, where are you going with your 400k revenue that has already been included such rubbish. The results state..

Revenue of £0.2m (H1 19 to 31 July 2018: £nil)

· Reduced operating loss of £1.6m (H1 19 to 31 July 2018: loss of £2.8m)

· R&D tax credit for FY19 of £1.1m

· New revenue generating collaborations signed post period

Last point clearly states new revenue collaborationS. You or I don't know what the increase in revenue is but regardless it helps reduce the cash burn... In fairness the company only ever calls revenue recognition not the value of signed commercial deals, this is always a great sign for companies at this stage. Too many investors don't understand how to interpret companies at this stage of their lifecycle. Next results will determine where we are really at and will be the basis of my next decision to sell or add... for now it's a hold and any further collaborations announced will be a bonus.

The mcap is bang on in my view considering they are close to breakeven and have a deal with one of the big 5 in play etc..

Bptd- the cash burn is .7m for the last 6 months. Let's stick with the actual facts. Revenue will also be up this period as second commercial collaboration will be recognised on the books so the cash burn will be reduced further.

Snr mgt team are confident...

3 institutional buys gone through, I take it this relates to the recent round of funding and only now they are getting processed..

How did you work that out then?. If they had a hot water bottle version of the sloth I reckon it would sell like hot cakes....

I see Ray was talking at last weeks Mello investors event, any punters on here attend?.

https://melloevents.com/event/