Member Info for Brighty1

Now might be the opportune moment for Stephen Parker to be tapping his Silence Theraputics Rolodex of investors. Two of the biggest private investors during his tenure as Chairman were Richard Griffiths who held 21.9% in 2016 and Robert Keith who held 17.3% in 2016. They might have been the SAR HNWI's of 2020/2021 but if not it is surely time for Stephen Parker to hit the phones to Richard Griffiths and Robert Keith.....

Good luck, Brighty

Exactly and here's some more background for you:

* ROAD used to be known as Barkby (BARK).

* They changed their name following a JV deal with Meadow Partners last October.

* Meadow specialises in middle-market real estate transactions across all sub-sectors and risk profiles.

* Its partners have been responsible for the acquisition and ongoing asset management of over USD 30 billion of real estate assets located in the United States, Europe and Asia.

* Meadow is a real estate private equity manager based in New York and London with USD 6.2 billion gross AUM.

* Barkby / Road has been exiting its non-core investments to focus on building a portfolio of roadside real estate assets, including drive thru restaurants, convenience retail and EV charging infrastructure.

* Quality businesses are being signed up to let the units, such as Greggs.

* ROAD also has an option to increase the JV to a 10% holding. It currently has a 3% stake.

* The risk is that Meadow swallow up ROAD but the reward is that together they aim to create a £250 million modern roadside portfolio.

As I have posted over the last few months this is a slow burner that could become a sleeping giant following the Meadow Partners JV partnership...

Good luck, Brighty

ROAD's 300% gain in 2 hours today from 3p to over 12p could happen here on the back of a positive resources update or partnership announcement.....

Good luck, Brighty

Exactly from 3p to 12p in 2 hours is pretty good going. Don't forget that 3 years ago this was over 40p a share and 2 years ago it was over 25p a share. It looks as though the Barkby JV with Meadow Partners LLP was a smart move. Key clients are being signed up and new sites are being added to the portfolio....

Good luck, Brighty

Exactly a 140% rise today already. It's taken a few months and a few bumps in the road but I'm up over 100% on ROAD now. The leases are being signed with major players, such as Greggs etc, and the overall growth strategy looks encouraging. It will take a few years but this looks like it is on track to deliver an interesting roadside business. The JV was a game changer....

Good luck, Brighty

There's a reason ROAD is up over 100% today. 3 years ago this was over 40p a share and 2 years ago it was over 25p a share. For those that are unaware, ROAD, is in the process of exiting its non-core investments to focus on building a portfolio of roadside real estate assets, including drive thru restaurants, convenience retail and EV charging infrastructure. See Sky News report last September, when ROAD was called Barkby (BARK). This is a slow burner but with some good upside over the coming years....

Good luck, Brighty

ABDX confirm launch of OEM self-tests in Boots

* Boots to sell its first own brand self-tests in stores and online across the UK provided by Abingdon Health

* The global lateral flow assay market size is expected to reach USD $23 billion by 2027.

More positive news from ABDX....

Good luck, Brighty

Another £Billion + Takeover deal in our sector announced today:

* AZ acquires Fusion for 2.4 Billion

* Interesting to note that Fusion's FPI-2068 is only just moving in to Phase I clinical trials

* FPI-2265 is currently in a Phase II trial

i.e. Big bucks being paid for P1 and P2 clinical candidates....

Good luck, Brighty

Another £Billion + Takeover deal in our sector announced today:

* AZ acquires Fusion for 2.4 Billion

* Interesting to note that Fusion's FPI-2068, is only just moving in to Phase I clinical trials

* FPI-2265 is currently in a Phase II trial

i.e. Big bucks being paid for P1 and P2 candidates....

Good luck (we are going to need it), Brighty

The moment that Dr Peter Sargent joined PYC last year, first as CSO and now as CEO, conveyed a game changing moment for this little company. He's held senior management roles at global consultancy business Syneos Health Inc (NASDAQ: SYNH), & was Head of Business Development for the UK's National Institute for Health and Care Research (NIHR), leading a team supporting global life science businesses access to funding and research infrastructure in the UK. He obviously liked what he saw at PYC and joined the company for a reason. 2024 looks a far more promising time to be invested in PYC as a result.

You would imagine from his track record that he's pretty well connected and has the ability to attract and negotiate much bigger contract awards than the previous regime. It will be interesting to hear how things are progressing at 12 Noon today.....

Good luck, Brighty

Good news: Phase 1a trial for SDC-1801 in Australia is progressing smoothly, with the Single Ascending Dose (SAD) and Food Effect study revealing no significant adverse events.....

Good luk, Brighty

I'm always positive on the Sareum science - I've made good money here - but the speed at which we are moving and the perilous financial situation they have found themselves in, mostly self-inflicted by not raising back in 2021/2022, greatly concerns me as a shareholder. We don't want to be last to the party with this. Our company needs to speed up. The FDA, five months ago, approved Bimzelx (bimekizumab-bkz) for psoriasis treatment and here in the UK Artax Biopharma has obtained clinical trial authorisation from the MHRA to assess AX-158 in a Phase IIa study in psoriasis patients. Plus SBTX (SkinBio) are considerably further ahead than Sareum in relation to approval to launch its psoriasis treatment. SBTX has already received approval from regulators to sell AxisBiotix-Ps, for psoriasis treatment, to the general public in France, Spain, Italy & here in the UK. I've already had one x24 from Sareum in 2021 by holding for 10 years in my ISA and I'm hopeful that this will be repeated again from these levels with a takeover in the coming years but we are going to really need to see a step change in the modus operandi of the BOD. They should be prepared to move aside to protect their investment as well as ours, if they are unable to progress quickly now. Afterall, TM and JR have had over 20 years at this with Sareum since 2003....

Good luck, Brighty

Exactly. It's excellent to see that FY 2024 revenues are expected to be materially higher than FY 2023 revenues of £4.0m.

Plus that revenue of £2.4m for H1 2024 more than doubled from £1.1m i.e. 117% up. That's impressive. It's all coming together here, albeit slowly...

Good luck, Brighty

Exactly Jima. Just look at the AZ deal today to acquire Amolyt Pharma, after its Phase II data for Eneboparatide proved enough for AZ to pay $1.05 billion in cash, with $800 million upfront. That's yet another $1 Billion+ deal for a clinical stage company. If SAR can start providing data then we still stand a chance of a substantial pay day. However, OUR company really does need to get its skates on before it runs out of cash. The days of dithering and waffle are over. It's time to deliver Mr Parker, Mr Mitchell and Mr Reader.....

Good luck, Brighty

One point for everyone to remember is that we've not had a negative outcome in any of our research / trials to date. Yes, the BOD have made some cataclysmic decisions on financing (in particular) and that worries even an ardent SAR supporter such as me but:

* The June 2019 data showed 100% regression of tumours in lung cancer

* The Workman / Garrett March 2020 report showed that SRA 737 when synthesised with gemcitabine had extremely encouraging results

* We've also had the data from the UKRI grant funded Covid-19 research project which showed that SDC-1801 was superior to the anti-inflammatory steroid dexamethasone and similar to baricitinib.....

For the above and because of the 2025-2029 patent expiry data that I recently posted (worth billions) I am keeping the faith. However, yes, our Chairman and CEO have some very very serious questions to answer. Sadly, the current situation is self inflicted and it is not acceptable. Waffle and radio silence won't work anymore....

Good luck, Brighty

This is a very good find and exceptionally interesting as it states that the "Principal Investigator is David Porter, MD,University of Pennsylvania". David Porter, as some of you will know on here, along with his team were indeed overseeing the CAR-T Master Translational Agreement with Penn. It would be the logical next step for Penn to recruit patients for HEMO's AML treatment.

The update confirms"Recruiting" for:

* The purpose of this study is to provide a new type of treatment for AML. This treatment combines a new type of stem cell transplant along with treatment using chimeric antigen receptor (CAR) T cells that have been engineered to recognize and attack your AML cells.

* The first treatment is a modified stem cell transplant, using blood-forming stem cells donated from a healthy donor. From the same donor, we will also make CAR T-cells, which are leukemia fighting cells, which will be given to the patient via an infusion into the vein after the transplanted stem cells have started to grow healthy blood cells. The modification of the stem cell transplant means that the healthy bone marrow cells will be "invisible" to the CAR T-cells that are trying to kill the leukemia cells.

* Official Title - Phase 1 Study of Lentivirally Transduced T Cells Engineered to Contain Anti-CD33 Linked to TCRζ And 4-1BB Signaling Domains In Combination With CD33KO-HSPC In Subjects With Refractory Or Relapsed Acute Myeloid Leukemia

Sounds like HEMO. If it is we should be seeing an RNS soon on the recruiting of first patients for the trial....

Good luck, Brighty

Exactly, the agreement saw HEMO grant Eli Lilly a research license for "anything jointly developed under the Agreement, as well as an option for an exclusive worldwide license to commercially exploit jointly developed materials" but Vlad / BOD walked away. Always risky to do but in the long run commercially prudent. What value do you put on world beating treatments? $Billions and $ Billions judging by the takeover deals in our sector.

Good luck, Brighty

Exactly. For those with a bit of patience this is incredible news for HE1 investors. "A major helium producing field" is, as you say, big news.....

Good luck, Brighty

A realist, actually! It's clear that ITV requires a new BOD and CEO to turn things around.

* Tufan Erginbilgic, the RR CEO, was appointed and the share price reacted accordingly within 12 months. It's a vision thing.

* I've moved a large chunk of my ITV holdings in to RR, DGI, LLOY, GST, HE1 & HEMO as these are growth stocks. At the moment you can't say that about ITV.

* There is plenty of upside with ITVX, the studios and even the advertising revenue is still a positive if you get your messaging right. However, at ITV they fail to communicate the positives. Everytime the CEO / BOD communicate the SP goes further downwards.

* Just look at the debacle of the ITVx announcement. This was excellent news but look how it was mishandled from a shareholder point of view....

Good luck, Brighty

The trouble is the Dame is no Tufan Erginbilgic (RR CEO). It will take a new CEO at ITV to reverse the SP decline and mind set. See below:

https://fortune.com/europe/2023/12/20/rolls-royce-ceo-tufan-erginbilic-burning-platform-best-stock-performance-30-years/

* In the space of a year, Rolls-Royce Holdings Plc has gone from being derided as a “burning platform” by its own chief executive officer to achieving by far the best annual return of any company across Europe.

* But Tufan Erginbilgic, who took over as CEO in January, says he’s not guided by quick wins, focusing his sights instead into the latter part of the decade and beyond. That’s when the former BP Plc executive says Rolls-Royce’s overhaul will really bear fruit, making the company nimbler and vastly more profitable as a result.

* Along the way, Erginbilgic is breaking with old habits. Gone are the days when the jet-engine maker would agree to loss-making contracts, hoping to recoup the money through maintenance work later. Going, too, is a complicated structure as Rolls-Royce combines business functions, cuts jobs and sells assets.

It's called vision. Not something that is readily available at ITV currently. With a new CEO and BOD maybe....

Good luck, Brighty