Member Info for BOJO2020

I think it is more Sir Mick that is looking for confirmation by having studies redone. He is the kind of guy that checks everything twice. Then he can drive this baby forward with confidence.

Yes Nolupus,

This drug works but as you know that does not mean it will get to market. Shame as I do believe it would save a lot of lives.

Anybody loading up on Next Source @ around 18p?

Just to add to the debate about SNG here.

I have an uncle that became extremely ill with COVID. 3 months later and he survived just...

He will never be the same again. My cousin updated the family every night by text and I can assure everyone that that those wonderful, talented and dedicated NHS Staff did all they could and used EVERY drug and technique available. Not to mention many inventive and novel interventions we here about on the news.

I see a place for SNG001. It may not help all, but it may help some.

Skittish,

I cant match your figures and analysis.

My take on the slow reaction could be one or more things.

1. The markets don't understand the deal - i think this is unlikely!
2. Investors don't understand the deal - more likely as the vanadium space (lets call it V space) is unusual. Although private investors should not be able to move the needle significantly like institutions and funds.
3. Enerox is not listed although BMN and MUST are. Also Must is suspended temporarily. Maybe once MUST comes back then boom?

I think the thing to hang onto is that the markets certainly get the VRFB space. It has historically out performed V miners by miles. Just compare IES to BMN. I think once MUST comes out of suspension and Enerox stretches its legs only slightly then PRIM could fly.

My personal theory based on adding up lots of different things is that BMN will use Enerox to get heavily into the VRFB space. Remember this is a burgeoning market. As I have stated, they (or no one else for that matter) cannot compete with FAR in terms of mining efficiency. Or its half brother Next Source (TSX) who have a smaller but very significant V resource of outstanding quality. Next are not likely to mine the V anytime soon as their primary asset of big flake graphite, and they are set fair with the TESLA supply chain .

So my main point is that the markets seem far more agreeable with the concept of VRFB's rather than vanadium miners. Even so, this is all pretty new to investors. I think the V space will play a significant part of the green future. Certainly in 5 to 10 years. That said, Enerox and MUST could fly any time.

ATB

This may give some of you a broader understanding of the vanadium market. VRFB's are in their infancy so now is the time to get into the right investment. So well done PRIM.

See the link below. These are competitors to BMN but they are likely going to be the lowest cost vanadium producer. Not only that but they may put some manners on the Chinese due to the size of resource! Not sure if you are aware but the big countries and companies are positioning themselves in the commodities markets with a view that they must go green. Hence the need for vanadium, nickel, graphite. It is all about the high grades so that they can be used in EV's or VRFB's. All about efficiency and not beeing held to ransom by China IMO.

Anyway, watch this until the end. Not a pump of Ferro (FAR) but they seem to have the box seat.

Enerox will be one for the future as following BMN's investment, IES went from 90p to £2.30 last year.

https://youtu.be/fAm3MiS6d74

Hope this helps.

Jac,

I think it was clear you were thanking Nolupus for the tip. Just some crossed wires.

Just so you know, Hemo is a share that promises much and delivers now and then. Clinically I am not so sure it’s a goer, so remember to take your profits!

The knife was falling very fast!

Markets re-open on Tuesday!

Just wanted to pass on my hearty recognition to all LTH's.
You held when I could not.
I have started re-accumulating again last week, this morning and at 4.29pm.
The positive data cannot be denied...

This therapeutic works, its just the numbers to prove it are small.
The numbers issue will be fixed in phase 3.
Now we know which patients can be helped the most.
In scientific and clinical terms this drug makes sense.

Good Luck

Added @ 1.2014. Lets see!

Looks like a big seller offloading so once thats done maybe?

Are you happy with the latest data Nolupus?

Any thoughts?

Blind panic at SNG. Might it see £1.20?

https://www.proactiveinvestors.co.uk/companies/news/948203/synairgen-price-target-maintained-at-505p-by-broker-finncap-948203.html

SNG have proven that a sub set of patients really benefited from the therapeutic. Numbers not so convincing so fair market reaction.

So, we know the drug works and is safe but how does it compare against regeneron and all the rest?

Roll on phase 3. Price is so low that people are stuck until September...

Christmas came early!

JTB,

Have you thought about expanding into other sectors as well as mining. We are happy to chew over your thoughts if it helps.

ATB

Sunshin,

I added more SNG but maybe should have added GDR first. Was not sure if SNG might make a big leap but apparently not!

Anyway, good news for both shares!

I think more importantly AN said it is not usual for companies such as Angle not to have FDA. My view is If we don’t get FDA we would see a pullback short term of maybe (using IMM as a recent example) of maybe 30%. That would simply create a buying opportunity as Parsortix is a clinical investment that is better than the competition. Medium to long term it will be sales, route to market and further clinical validation that will drive this.

Clearly FDA would put us in the bracket of hot stocks and following that all hell would break loose!

In any case, Parsortix is the star. Validation from FDA or clinical authorities will just be part of the story.

This has something that no other of my pharma biotech holdings have. 41 peer reviewed papers...

Is anybody not in this one!

Phantom,

Thanks for posting the link to the web cast.

Now I know ANGLE is a hold and the FDA whilst very desirable is not essential.

Having access to AN and Griffiths whilst under more scrutiny than normal (proactive are a bit lightweight) allows us to glean a more defined understanding of where this is going.

This was never a punt for me as it is my second largest investment behind Sclp, but I understood the FDA to be more pivotal. Of course it still may be but I now realise not getting it would only slow us down.