Member Info for Brighty1

Yes, we could be in for an "Arby Christmas"!! ARB went from roughly 20p on Christmas Eve 2020 to 145p a few days later on 8 January 2021 making many of us have a very happy Christmas and prosperous new year (before its even bigger climb to over 300p....)

Good luck, Brighty

Yes, N4P has a tiny MCAP that could soar on good news. Don't forget that Tempest Therapeutics gained 3,973% this year on positive news so there is hope for N4P. For those that aren't aware about what happened, Tempest had a similar share price collapse to N4P's which saw it fall to approx $1 US dollar before results from its liver cancer trial were unveiled. Interestingly their MCAP had fallen similarly to N4P's. It then rose from $3 million MCAP to $130 million MCAP....

Good luck, Brighty

It is abundantly clear from all the data we have been told about over the years that Nuvec has huge potential in reducing the ability for tumour escape. What's also exciting about the RNS today is the fact that Nuvec is successful in ALWAYS loading and delivering dual siRNA. This is obviously good news for N4P's negotiations with big pharma. Come on Nigel lets get a licencing deal with a major company as N4P does not have the resources to go it alone.

Good luck, Brighty

* £16 million plus royalties. That's ok in the current climate.

* A good bit of business by Val and we get shares in Ambrose Healthcare also.

* Could be an interesting day for the share price today, especially as we wait to hear on the EUDA Health merger with TheoremRx Inc.

* If we do hear positive news from Val about TheoremRx in the next few days then we could very well see the 50p-70p a share predictions come true.

Key 401 messaging today: "The agreement details clinical and commercial milestone payments to be made to ValiSeek totalling a value of up to £16 million plus royalties"...

Good luck, Brighty

Yes and in due course GDR's MT-RNR1 ID Kit rolled out across the UK is worth up to £8.5 million pa to GDR. This is based on approximately 100,000 NICU admissions with a customer price per test of £80+. If we get traction in the EU then that market is worth up to £46.8 million pa to GDR and if we get the nod from the FDA the U.S. market is worth approx £34 million each year to GDR....

Good luck, Brighty

Good progress made by DEMG. See below....

* The first in market sale of the new TrueVue monitor was completed at the end of November 2023.

* In addition, the Company has received initial orders for new TrueVue monitors, which it expects to fulfil over the coming months.

* Larger scale production run commencing in coming weeks.

* It is therefore anticipated that the Group will have a strong start to the new year as larger quantities of the new TrueVue monitor are shipped.

Plus:

* As reported in the Interim Results statement on 18 September 2023, the Group's restructuring plan to remove c.£1.0m from the cost base has been successfully completed.

Some positive news at last from DEMG.

Good luck, Brighty

Yes, TYM has got to be one of the biggest - if not the biggest - under the radar opportunities on AIM currently. A few weeks back the company also confirmed it was subject to further "unsolicited joint venture interest from major companies". i.e. Code for more than one JV on the table. What we do know, so far, from recent RNS' and briefings is as follows:

* All five projects are now at a stage where drilling priorities can be developed. One of these, Konkola West, is now subject to a term sheet for a joint venture and other projects have been subject to unsolicited joint venture interest from major companies.

* Nearly US$10 billion of investment into new copper mine development in Zambia has been announced in recent times as a direct result of the Hitchilema government's more mining-friendly policies. This is generating a high level of interest in copper exploration in Zambia and TYM is well placed to benefit from this.

* Areas A1 & A2 are targets for traditional Copperbelt sediment-hosted mineralisation where known deposits in Zambia and the DRC range in size up to supergiant size (>25mt contained copper).

See the recent company briefings for full background but it does look as though at least 2 or more JV's are being discussed. We should be hearing about the Konkola West JV very soon. This also excludes any good news from Sweden regarding its fluorspar asset....

Good luck, Brighty

The JV deal for Konkola West is getting closer and closer. See the RNS today:

* The third party has concluded its due diligence investigations and the parties to the Term Sheet are currently reviewing draft agreements with a view to finalising those agreements as soon as possible. All parties have re-affirmed their commitment to completing the transaction.

* Commenting today executive Chairman, Patrick Cheetham said: "I am pleased to be able to provide the market with this reassurance and we look forward to updating the market further in due course with details of the agreement and the third party's exciting plans for drilling at Konkola West."

We are getting nearer to big news....

Good luck, Brighty

Northern Ireland is a very interesting location for GST's latest acquisition following Brexit. There's an EU UK/NI MOU regarding the establishing a framework for financial services regulatory cooperation between the European Union and the United Kingdom of Great Britain and .....Northern Ireland. This is yet another Smart move by GST.

Good luck, Brighty

Doc, you are so right re the curveball of Strive plus P2 getting and closer closer. I'll say it again until I am blue in the face but which major pharma isn't going to want SNG001 in their portfolio when we and they know that it:

1. "significantly reduces the risk of progression to severe disease and death compared to placebo by 70%"

AND

2. as Tom Wilkinson said at the time: " For these higher-risk patients, there remains an urgent need for new treatment options, and this analysis suggests that SNG001 could be a potentially efficacious treatment option for them".

Good luck, Brighty

One of the other key points to remember is that Janssen will have been reviewing SNG001 from all the Universal data, as per the briefing back in April. Trials were chalked to initiate in H2 2023 so we could be hearing news soon.....

Good luck, Brighty

R&D and M&A depts of major pharmaceutical companies will know that following treatment with SNG001 there is an 86% relative risk reduction in hospitalisation. This is big news in our sector, both commercially and medically. In summary, a licencing deal for SNG001 is still the most probable outcome rather than SNG going it alone. I expect a licencing announcement will happen soon....

Good luck, Brighty

Exactly right. Upland confirming today that it has commenced preparation for the SK334 exploration campaign is long awaited and big news for investors. We'll be getting news across a number of fronts, covering:

* license undertaking through a Production Sharing Contract

* commencement of formal farmout process

* well planning and drill site preparation

We've also had confirmation that:

* "several oil & gas seepages were recorded in the prospective areas"

* "a hydrocarbon micro seepage oil study has confirmed the presence of active petroleum systems in the area".

* "The SK334 block shares the same geological setting and basin history with significant discoveries in the Belait, Jurdong fields and the neighboring billion barrel Seria Field in Brunei".

An excellent update....

Good luck, Brighty

Exactly. Most on here are investing for the 1000%+ rise on the back of Prevail successfully aiding HEMO with the FDA, clinical trials and then a licencing deal. A reminder that many of the licencing deals being struck in the pharma space this year have been in the $10 million to $100 million upfront cash bracket and 4 of the licencing deals in 2023 so far have achieved over $100 million in upfront cash payments. It's not rocket science to see why Prevail Partners were happy to subscribe for shares at a premium of over 240% at 6p+.....

Good luck, Brighty

Big news in the pharma sector from HEMO today with the company announcing that CBR can potentially be used to develop new treatments for cancers, as well as for solid tumours. This is a break through in the sector and for HEMO in proving CBR's viability. Now we know why Prevail Partners were so enthused about investing in HEMO....

Good luck, Brighty

Exactly and we should be hearing about the rig selection following the meeting in Holland earlier this month plus the JTS report. Once we know more on the PSC too we should then see your 10-15p a share prediction become a reality.....

Good luck, Brighty

Funnily enough KoolKat I agree with most of your points re Sareum, including your observations about our Chairman, the BOD selling shares, our RF deal, consolidation, PH etc etc. I've been pretty vocal on this too. It's all been handled badly by the company. Where, perhaps, we differ is that I am very optimistic (bullish as you call it) about our long term prospects. I'm interested in the global patent expiry pipeline opportunities, in particular. e.g. the fact that J&J’s Stelara has annual sales of over $7 billion and targets psoriasis, psoriatic arthritis and Crohn’s disease and its patent appears be expiring in the next 2-3 years is a very big opportunity for Sareum. I've had one x24 from Sareum by holding for 10 years and I'm hopeful that this will be repeated again from these levels with a takeover in the coming years....

Good luck, Brighty

OK for those on here querying the huge value that big pharma attach to new innovative drugs to add to their legacy pipelines here are just a few of the recent transactions....

Amgen purchases Horizon Therapeutics for $27.8 Billion (yes, 27.8 Billion)

Pfizer acquires Global Blood Therapeutics for $5.4Billion

Pfizer buys Biohaven Pharmaceutical for $11.6 Billion in Cash

Affinivax bought by GSK for $2.10Billion

AstraZeneca acquires CinCor Pharma for $1.8 Billion

Thermo Fisher Acquires PeproTech for $1.85 Billion

Pfizer buys Arena for £6.7 Billion

AZ pays 1 billion for KYM Bio

AZ pays $2 Billion to partner Quell Therapeutics

Lilly’s acquires Versanis for $1.925 billion

SOBiovitrum’s CTI Bio deal for $1.7 billion

Astellas buys Iveric Bio for $5.9billion

GSK's pays £1.6Billion to buy Bellus....

As you can see big pharma do pay BIG bucks for smaller rivals. If SRA737, SDC1801 and 1802 get to P1/2 then, yes, one day we could wake up to an RNS announcing something similar to the deals noted above....

Good luck, Brighty

£5 billion+, judging on recent deals. That is approx x 15 of the current AVCT share price at £1,980 per share. It's very possible when you view the deal sizes in our sector currently. It could be much higher though. Re Sareum, I'm in the Potnak camp at £2 Billion for a takeover once SRA737 / SDC 1801 / 1802 are in P1/2 trials...

Good luck, Brighty

Yes, both AVCT and HEMO have exciting news to reveal. With HEMO all eyes will be focused on any hints about FDA progress, clinical trial news & or licencing. Prevail Partners' subscription of 11,066,667 shares at 6p a share was for a reason. They were very bullish about the significant value inflection point via our clinical trial. It's pretty obvious that a positive whiff of a prospective licencing deal could easily propel our share price way past 10p a share based on the kind of deals being agreed in the pharma space this year. A reminder that many of the licencing deals reported in 2023 were in the $10 million to $100 million upfront cash bracket and 4 of the licencing deals this year have achieved over $100 million in upfront cash payments. It's not rocket science to see why Prevail Partners were happy to subscribe for shares at a premium of over 240% at 6p+.....

Good luck, Brighty