Member Info for Brighty1

Great post. I bought in to CERP on the back of Leo Koot and agree with your view on where this is heading for our share holding in BPC. Over at another of my oilers, TXP, Miton has taken a sizeable investment via the recent 95p placing. There is certainly a hunger in the sector so I wouldn't rule out M&A for BPC at all - but at the right price, which could be significant if all goes to plan. Good luck, Brighty

This is a huge vote of confidence re Miton. I agree with Desmond re not going below 100p again. I've been basing my calculations for next year on 250p per share by December 2021 but I'm more inclined to lift that to 300p per share based on the assets / fair value. As you quite rightly say, Lexion, "no gamble here on future prospects - it is game on". Good luck, Brighty

Paying down the debt and then resuming dividends is a smart move. A reminder that between 2017 and 2019 when dividends were being paid we were trading in the 250p to 350p share range. At the start of this year the share price was over 150p (& that was with a dividend reduction of 50% and much larger debt). Once the OO has been completed and the debt paid down and dividends reinstated I'm expecting the share price to trade between 150p and 200p over the next 24 months and then between 250p and 300p thereafter. Good luck, Brighty

This will be £8 - £10 in due course and what is really exciting about SNG - and captivating from an investment perspective - is that success with Phase 3, to some extent, is pretty much a done deal. i.e. We already know that patients who had SNG001 were more than twice as likely to recover & there were no deaths in the group receiving the SNG drug formulation. What's even more monetarily mind-boggling for all SNG shareholders is that the research is proving that our product boosts lung defences, so it's a win win not just for a Covid19 fix but to tackle influenza etc. Good luck, Brighty

The knighthood for Professor Stephen Holgate was also a pretty enormous signal! Seriously though I've been saying on here for ages that if SNG can prove that Inhaled interferon can prove to save lives then Synairgen is the real deal. That part of the jigsaw was confirmed earlier this year. The noise today is going to be great for SNG, especially the global exposure which will help Clinigen. In our sector peer evaluation is the lynch pin, hence why the Lancet's review is so crucial for credibility. What is really exciting - and compelling from an investment point of view - is that a degree of success with P3 is pretty much a given. i.e. We already know that patients who had SNG001 were more than twice as likely to recover & there were no deaths in the group receiving the SNG drug formulation. What's even more commercially electrifying for all SNG shareholders is that the research is proving that SNG's product boosts lung defences, so it's a win win not just for covid but flu etc. Fantastic. This will be £8 - £10 in due course.Good luck, Brighty

So has Albert Bourla (Pfizer) or ANother major pharma ceo been on the phone to Nigel Theobald about N4P's remedy for a "vaccine that can be dried, stored at room temperature and reconstituted without any degradation of DNA"? (N4P's RNS announcement last week) That would be a "collaboration". Interesting times ahead here. Good luck, Brighty

Acquisition of Sareum: The RNS today also offers much needed clarity to a prospective suitor from an M&A perspective, as during any due diligence period Sareum would need to be providing the licencing partner or buyer with indemnification provisions as well as updating any outstanding milestone, licencing & patent issues. The RNS issued today, the covid RNS 2 weeks ago and the patent RNS last month certainly support this position. i.e. Sareum are getting all their ducks in a row. Thoth's 28p+ party is still very much on. Good luck, Brighty

This announcement contains inside information for the purposes of Article 7 of Regulation 596/2014.

Tim Mitchell just announced via RNS "We believe this revised agreement between Sierra and CPF clears the way for the further clinical development of SRA737, either internally or through a partner, giving Sareum the potential to benefit from downstream milestone payments.

"While the aggregate level of these milestone payments is reduced, we are confident that this amendment will expedite the advancement of the SRA737 programme in a timely manner. We look forward to further updates on the clinical development of SRA737, a molecule that has shown great promise in clinical trials and preclinical studies, particularly in combination with other types of cancer therapy.

"In parallel, we continue to invest our own cash resources to progress our exciting wholly owned TYK2/JAK1 inhibitor programmes towards the clinic as planned."

This announcement contains inside information for the purposes of Article 7 of Regulation 596/2014.

Good luck all Sareum investors, Brighty

People are not doing the maths here. If ODX manufactures 1 million Lateral Flow Tests per week within the next few months then that is a huge revenue stream for ODX. Follow the money. Good luck, Brighty

4.7 million shares set at £2. Good luck all Sareum investors, Brighty

All I will say to the doubters is this was 150p+ on Jan 1st this year with a small dividend of 7.1p (which had been reduced by 50%). With a resumption of the dividend in 2021 this should climb back to the 100p-150p range it traded at in 2019. To provide some further clarity for investors in BWNG in January 2018 the share price started the year at over 250p (plus a dividend). In the previous year, 2017 with yet again a full dividend, the BWNG share price ranged from a low of 200p+ to 350p+. Also, it worth noting that the debt was a great deal higher then, hence the current open offer to reduce it, but the share price was trading much much higher despite the previous management's foray, under Angela Spindler, in to high street stores in major shopping centres. This cost BWNG dear but since Steve Johnson arrived as CEO the focus has been on closing the high street stores and reducing the debt. The Open Offer is the final piece of the jigsaw to restore N Brown Group to its former glory days as a direct sales retailer (via online as opposed to the old fashioned catalogue days) when the share price hit over 500p. I'm expecting the share price to trade between 150p and 200p in the next couple of years and then between 250p and 300p thereafter. The Open Offer is no reason for concern. It makes perfect sense to pay down the debt and then resume dividends. Good luck, Brighty

It looks as though Pfizer is considering making the vaccine into a powder formula, as the freezing issue re storage and distribution is rearing its head in comment piece after comment piece. Step forward N4P CEO, Nigel Theobald, with N4P's remedy for a vaccine that can be dried, stored at room temperature and reconstituted without any degradation of DNA. This is what I would call a "collaboration". Game changer etc Good luck, Brighty
https://www.theguardian.com/business/2020/nov/11/pfizer-chief-sold-56m-dollars-of-shares-on-day-covid-vaccine-was-announced

85 million flu vaccine doses is unprecedented. Hopefully the divi will be increased accordingly for 2021 as a result. It will also be interesting to see if GSK's covid vaccine, like Pfizer's, requires freezing temperatures for storage and transportation . If so they might want to look at doing a deal with the small UK pharma N4P who last week confirmed that their Nuvec® product loaded with a plasmid DNA can be dried, stored at room temperature and reconstituted without any degradation of DNA. Just a thought. Good luck, Brighty

It is being suggested that an issue for Pfizer could be the cool storage that their Covid vaccine requires, which makes transportation (& storage) a potential headache. It will be interesting to see if Astra Zeneca's vaccine also requires freezing temperatures for storage. If so they might want to do a licencing deal with the tiny British pharma N4P who last week confirmed that their Nuvec® product loaded with a plasmid DNA can be dried, stored at room temperature and reconstituted without any degradation of DNA. Just a thought. Good luck, Brighty

100% with you. I'm holding my sub 20p share purchases until at least 100p, which should be mid next year and a nice x5+ gain. I'll be happy to dispose of the rest of my TLW holdings at 200p+, which I believe to be fair value based on the assets. The $575 million Total deal has secured the future of TLW in my opinion. I'm invested here for the long term. For what it's worth TXP and BPC are also looking interesting opportunities in this sector over the coming months. Good luck, Brighty

Exactly and throughout the due diligence process Sareum would need to be providing the licencing partner or buyer with indemnification provisions as well as updating any outstanding patent issues. The patent RNS issued last month certainly supports / infers this view. There is a lot of news due which should propel the Sareum share price to new heights. The 28p+ party is still very much on. Good luck, Brighty

Re Pfizer: N4P stated last week in its RNS that Nuvec® loaded with a plasmid DNA can be dried, stored at room temperature and reconstituted without any degradation of DNA. Therefore, I can't believe that Nigel and his team have not communicated this to Pfizer (& other big pharmas). This could be a game changer for N4P. Good luck, Brighty

It would have been helpful if SAR had issued something like
Sareum Holdings plc (AIM:SAR), the specialist cancer drug discovery and development company, notes the movement in its share price and can confirm it knows of no reason etc". Then a sentence reminding the market of Tyk, Covid, Flt, 737 etc. Not that complicated. I remain very positive but as I've said all along its about the newsflow. Good luck, Brighty

I rather liked the approach today by the ceo of Evgen, Huw Jones who in an RNS "noted the recent news that Pfizer have announced the first interim analysis of a Phase III COVID-19 vaccine. Evgen believe that multiple approaches will be needed to curtail this virus and the progress announced earlier this week is a hugely positive development". Good to see a CEO stating the blindingly obvious. Would have been good from Tim or Stephen wouldn't it? The key point, as we all know, is that we are due news on multiple fronts. We will still have our Covid data to release (who's to say this won't be ground breaking and commercially newsworthy), SDC-1802 TYK2/JAK1 patent update (& licencing of), milestone news on other licencing agreement/s (e.g. Sierra and China), probably more on lupus etc. There are not many AIM listed pharma stocks with so much commercial news in the pipeline. All still looking positive here in my opinion. Good luck, Brighty

Up until recently this was a well researched forum with top posts, research, facts and well thought through suggestions on where the share price for BWNG might be heading. So it is a shame to see the squabbles on here over the last week since the placing was announced. For what it's worth, do you think the Alliance family would invest the kind of money they are for the share price to stay at 57p? Ofcourse not. They will want a meaningful return on their investment in addition to dividends. It is not unreasonable to predict a share price north of 100p short term and considerably higher thereafter. See the investor slides at the N Brown Group plc website for where this is heading. By reducing debt, concentrating on the core business / online this has huge potential - if you have patience (i.e. wait until January 2021 onwards, which is only 2 months from now!) Good luck, Brighty