Member Info for Brighty1

In answer to your question: David Farrier used to have a 12.83% holding in N4P back in 2018. It looks as though he's been significantly diluted down and that he is re-buying and is now up to 6.23% approx. The 9% holding of Mathenz Marc Kay announced today from 19th January is also interesting.....

Good luck, Brighty

Exactly and a reminder for newbies (& existing shareholders) that this is SO much more than just EV road vehicles.

* For example, DGI are tapping in to marine vessels too.

* Hundreds of such vessels are expected to be commissioned in the UK to service wind farms and other offshore installations. Globally, this number is going to be huge. i.e. The clamour for zero emission marine vessels world wide is going to grow exponentially.

* DGI has grant funding for the use of Pareta in marine operations. This is alongside a partner providing a hydrogen fuel cell power system.

* This project has now delivered a fully costed design for an integrated fuel cell and power-train system using the Company's technology.

* With no gearbox involved the driveline is much more efficient and reliable compared to the current diesel engine / gearbox system. Plus it has zero emissions.

* The system design was overseen and guided by Lloyd's Register's risk-based design guidelines.

* DGI now has "Approval in Principle" from Lloyd's Register for Pareta to be fitted to marine vessels.

* The system is designed to deliver zero-emission power to a ship saving approximately 1700kg of CO2 equivalent per hour at 3MW as compared to diesel powered vessels.

* The primary near term potential market for a circa 3MW system is expected to be power for workboats and crew transfer vessels servicing offshore installations in the North Sea and elsewhere.

* DGI is expecting to receive further grant funding, which will lead towards a full demonstration vessel project.

In summary, the marine sector is a huge global opportunity for DGI to exploit....

Good luck, Brighty

With all the focus today on HEMO-CAR-T now progressing to phase 1 clinical trials (which is obviously very good news) and the associated $4.2 Million fund raise it is also worth highlighting the other opportunity open to Hemogenyx via CBR:

* The global alzheimer's therapeutics market size was estimated at $4.24 billion in 2023

* The global brain tumor diagnosis and therapeutics market was valued at £2.9 billion in 2023

If HEMO can tap in to this market as well as AML then 2p a share today is going to look mighty cheap in due course....

Good luck, Brighty

Calm heads are required here. Some facts below to highlight the opportunity opening up for HEMO now that the company is able to progress HEMO-CAR-T to phase 1 clinical trials, following the lifting of the clinical hold by the FDA:

* More than 3,000 people are diagnosed with AML in the UK every year

* That's more than 8 people every day. In the UK, 42% of all cases are diagnosed in people aged 75 or over

* Survival rates from AML are one of the lowest for all cancers with only 13.6% survival after 5 years

* In the USA there are bout 20,800 new cases of acute myeloid leukemia. Most will be in adults

* About 11,220 deaths from AML in the USA each year

* The global Acute Myeloid Leukemia market is projected to grow from USD 1.5 Billion in 2023 to USD 3.1 Bilion by 2029

Global pharmaceutical companies already involved in the AML space - and who will obviously be interested in what Hemogenyx are doing - include:

*Celgene Corporation

* Cephalon

*Clavis Pharma

* Eisai

* Genzyme Corporation

*Sunesis Pharmaceuticals

*Abbvie

* Astellas Pharma

* CTI Biopharma Corp

Hemogenyx are, at last, going to be able to demonstrate the efficacy of HEMO-CAR-T. That's a major positive and a compelling reason to be a shareholder in the company....

Good luck, Brighty

Exactly. Great point. Hemogenyx clearly requires funding to trial Hemo-CAR-T and that was either coming from big pharma or via a placing. Now we know. It's time to let the Hemogenyx team now get on with the clinical trials. We will all be the beneficiaries of this if it pans out as we all hope....

Good luck, Brighty

Exactly. In the last 20 working days, alone, we have had 4 sensational updates:

* 16th Feb 2024 7:00 am RNS CBR Brain Delivery

* 14th Feb 2024 7:00 am RNS CBR Intranasal Delivery

* 9th Feb 2024 7:00 am RNS FDA Consents to Phase I Trials of HEMO-CAR-T

* 2nd Feb 2024 7:00 am RNS Approval and Issuance of U.S. Conditioning Patent

Big global pharmaceutical companies will be looking at Hemogenyx in due course for either a licencing or takeover deal. They have a track record of not wanting to miss out. Hemo-CAR-T & CBR are both innovative in our industry and that in our sector equates to licencing / M&A action.

The really big question is when will a deal be signed? Will we have to self fund further research or will a large pharmaceutical company step in and licence our science for £millions....

Good luck, Brighty

Exactly and your £75 Million figure is probably under valuing the licences, considerably. The most recent RNS confirmed a takeover deal would be considered if the price was right / would benefit the shareholders. Xophe13 correctly points out that the major shareholder (check out the individuals concerned) would need a "substantial offer" to make it worth their while.....

"We are very aware that strategic interest in USA regulated gaming, including horseracing, is very strong at present and will continue to be for several years. The larger operators, and also new entrants to the market, are looking for stable operations to either merge with or to acquire outright. This is exactly what WatchandWager offers, and the key Executive has been instructed by the Board to pursue these opportunities, if they are of benefit to shareholders. We will keep shareholders fully informed of any developments in this area".

Good luck, Brighty

This has to be good news for the GS20 Exchange:

* BlackRock’s bitcoin ETF saw record daily trading volumes yesterday.

* More than 42 million shares of the iShares Bitcoin Trust (IBIT), worth roughly $1.3 billion, yesterday. This broke the previous record of roughly $1 billion the fund recorded during its first day of trading in January.

* This quote from GST on 21st December says it all: "There has been a progressive build-up of signed-up users, and the Company are greatly encouraged by the market traction the GS20 Exchange is enjoying. The GS20 Exchange is generating revenue for the Company via trading commissions at varying levels depending on the type and size of transaction undertaken".

Come on GST. Let's have some news soon on how well the GS20 Exchange and the rest of the GST businesses are performing.....

https://blockworks.co/news/blackrock-bitcoin-etf-trading-record

Good luck, Brighty

There's a very interesting line coming out of WEBIS today that a merger or takeover of WatchandWager is being persued by the BOD of WEBIS. See below:

"We are very aware that strategic interest in USA regulated gaming, including horseracing, is very strong at present and will continue to be for several years. The larger operators, and also new entrants to the market, are looking for stable operations to either merge with or to acquire outright. This is exactly what WatchandWager offers, and the key Executive has been instructed by the Board to pursue these opportunities, if they are of benefit to shareholders. We will keep shareholders fully informed of any developments in this area". - Denham Eke, Chair Webis Plc 26 February 2024.

This could, at last, get very interesting if a takeover or merger occurs. It's always been about our licences and what a major player would pay to gain entry in to this market. It looks as though the game is on.

Watch this space....

Good luck, Brighty

I agree and M&A projections in the pharma sector for 2024 make for very interesting reading for Sareum, as long as our company can get SDC1801/1802 & SRA737 de-risked. i.e. positive P1 trial data. Once we have the data the opportunities become quite big. We are talking £billions if PWC are to be believed and let’s face it PWC should know!

PWC is reporting that they expect a return of larger deals, in the $5 billion to $15 billion size to fill targeted strategic gaps.

• PWC conclude, as I have also posted on here on numerous occasions, that “patent expirations in the sector are on the horizon and are making drugmakers more interested in pursuing de-risked assets”.

• The PWC report indicates that “Mergers and acquisitions are back on the rise” and that they “see the trend continuing in 2024”. The report says that “drugmakers are more likely to make higher-value deals in 2024 as they address growth challenges that loom later in the decade because of patent cliffs". This is great news for Sareum and one that many on here have been posting for years about, including the great Thoth2.

• The biopharma industry will continue to see healthy M&A activity in 2024, with deals totaling $225 billion to $275 billion, according to PWC. These are BIG numbers.

https://www.biospace.com/article/2024-predictions-for-biotech-m-and-as-/

https://www.fiercepharma.com/pharma/2024-forecast-ma-saw-uptick-2023-expect-trend-continue

Frustratingly, however, Newcastle based 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, a food supplement designed to treat symptoms of psoriasis, to consumers in France. SkinBio is also selling AxisBiotix-Ps in Spain, Italy & here in the UK.

The good news is that there is room for many players in the psoriasis sector as it affects between 2% and 3% of the global population. e.g. The global psoriasis treatment market size was valued at USD 26.37 billion last year and the psoriasis market is projected to reach USD 51.48 billion by 2030. That is one heck of a market for Sareum to chase. Johnson & Johnson could be one of the companies looking to acquire a psoriasis focussed smaller bio. I have mentioned before on here that J&J’s psoriasis treatment, 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. Let’s hope that SBTX does not pip SAR to the J AND J M&A deal table…..

Good luck, Brighty

Your 5p prediction is actually very modest when you factor in the global opportunity for GST. NEO banking is forecast to grow to $2.1 trillion by 2030 from its current $72.47 Billion. When you then add in to the mix the GS20 Exchange this is in a no brainer to be invested in. It's more likely to be 50p a share in the next couple of years rather than 5p a share once Jack Bai, Tone Goh and Shayne Tan leverage a small percentage of the sector....

Good luck, Brighty

Quite right and don't forget that the potential demand for zero emission marine vessels globally is enormous. DGI's Pareta system in the marine sector could be a world beater. Here's a few exciting facts and figures for existing and newbies to digest:

* DGI has grant funding for the use of Pareta in marine operations. This is alongside a partner providing a hydrogen fuel cell power system.

* This project has now delivered a fully costed design for an integrated fuel cell and power-train system using the Company's technology.

* With no gearbox involved the driveline is much more efficient and reliable compared to the current diesel engine / gearbox system. Plus it has zero emissions.

* The system design was overseen and guided by Lloyd's Register's risk-based design guidelines.

* DGI now has "Approval in Principle" from Lloyd's Register for Pareta to be fitted to marine vessels.

* The system is designed to deliver zero-emission power to a ship saving approximately 1700kg of CO2 equivalent per hour at 3MW as compared to diesel powered vessels.

* The primary near term potential market for a circa 3MW system is expected to be power for workboats and crew transfer vessels servicing offshore installations in the North Sea and elsewhere.

* Hundreds of such vessels are expected to be commissioned in the UK to service wind farms and other offshore installations.

* DGI is expecting to receive further grant funding, which will lead towards a full demonstration vessel project.

In summary, the marine sector is a huge global opportunity for DGI to exploit....

Good luck, Brighty

There's an interesting report out by PWC on deal sizes / M&A activity projections for 2024.

The highlights are as follows:

* A return of larger deals, along with continued interest in the $5 billion to $15 billion deals to fill targeted strategic gaps.

* With patent expirations on the horizon, drugmakers are more interested in pursuing de-risked assets

* Mergers and acquisitions are back on the rise. Industry watchers see the trend continuing in 2024

* Wielding plenty of firepower, drugmakers are more likely to make higher-value deals in the new year as they address growth challenges that loom later in the decade because of patent cliffs.

This all bodes well for HEMO moving forward. A $5 Billion to $15 Billion deal sounds about right!.....

Source: 2024 forecast: M&A saw an uptick in 2023. Analysts expect the trend to continue

https://www.fiercepharma.com/pharma/2024-forecast-ma-saw-uptick-2023-expect-trend-continue

Good luck, Brighty

In the £Billions according to PWC. They are predicting a "return of larger deals, along with continued interest in the $5 billion to $15 billion deals to fill targeted strategic gaps"....

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

Pfizer acquired Global Blood Therapeutics for $5.4Billion

Pfizer bought Biohaven Pharmaceutical for $11.6 Billion in Cash,

Affinivax bought by GSK for $ 2.10Billion,

AstraZeneca acquired CinCor Pharma for $1.8 Billion,

Thermo Fisher Acquired PeproTech for $1.85 Billion,

Pfizer bought Arena for £6.7 Billion,

AZ paid 1 billion for KYM Bio,

AZ paid $2 Billion to partner Quell Therapeutics,

Lilly’s acquired Versanis for $1.925 billion,

SOBiovitrum’s CTI Bio deal was for $1.7 billion,

Astellas bought Iveric Bio for $5.9billion,

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

One day we will wake up to an RNS announcing something similar to the deals noted above. Next stop though is probably a licencing deal. The good news is that in 2023 the average licencing deal was for $47 Million.

“Executives will continue to deploy cash balances and seek out areas of innovation and clinical differentiation,” PricewaterhouseCoopers wrote in its Pharmaceutical and Life Sciences: U.S. Deals 2024 Outlook. “As regulators’ perspectives on key deal factors become better understood, there may be a return of larger deals, along with continued interest in the $5 billion to $15 billion deals to fill targeted strategic gaps.”

Source: https://www.fiercepharma.com/pharma/2024-forecast-ma-saw-uptick-2023-expect-trend-continue

Good luck, Brighty

Exactly right. AVCT must be close to achieving a licencing deal? Hopefully, we will be in this league soon:

* Akeso paid $500 million upfront by Summit Therapeutics in 2023 to in-license ivonescimab. Additionally, the partnership outlines a potential deal value of up to USD 4.5 billion.

* Alnylam received an upfront cash payment of USD 310 million from Roche in 2023 to co-develop and co-commercialize Zilebesiran. Additional development, regulatory, and sales milestones could potentially elevate the deal value to USD 2.8 billion.

* Evotec paid $50 Million upfront in 2023 by Bristol Myers Squibb. Tiered royalties on product sales further underscore the financial commitment, resulting in USD 4bn potential deal value.

* Kelun-Biotech paid an upfront $175 Million by Merck in 2023 to co-develop preclinical antibody-drug conjugates. Future development, regulatory, and sales milestone payments, which could total up to USD 9.3 billion.

These are just some of the big licencing deals in the last 12 months. AVCT can't be that far away from a licencing deal.....

Good luck, Brighty

Exactly. These numbers from MTEC are very good:

* Adjusted Profit before Tax is up +343%.

* Adjusted EBITDA is up +180%.

* Contracted Backlog is up +28% at £61.3m.

* Drive by government to digitally transform public services in an agile and cost effective manner means that Made Tech is well placed to deliver long term growth.

* The re-rate in the share price must be coming soon. This was 37p 12 months ago and 140p in 2021.

* 9p a share undervalues the MTEC business significantly on the numbers and messaging above....

Good luck, Brighty

Exactly & the Tier1 global leader in vehicle components announcement - including funding to DGI - was very significant.

*Confirmation, in due course, of who the global company is will be very interesting.

* With prototypes already being produced and the fact that they are already talking up vehicle trials in H2 2024 will be catching the eye of key decision makers in the sector.

* Remember, Peter Bardenfleth-Hansen, Jochen Rudat and Christian Eidem have already done this once with Tesla. Their contact books will be bulging with buyers....

Good luck, Brighty

Exactly, it is not what you know in business it is who you know.

* Christian Eidem, Jochen Rudat and Peter Bardenfleth-Hansen have incredible contacts plus a track record of tremendous success. This bodes well for DGI.

* Christian Eidem, ex class mate of Elon Musk and friend of the Murdoch's and Trumps. That's a great link / photo. That's what you call a mover and shaker. He's also our major shareholder....

Have a great weekend and Good luck, Brighty

Exactly and from your Oxford Dictionary list relating to the CEO's usage of the word 'HUGE' I would say that the HE1 discovery is 'Gargantuan'. Love it!...

Good luck all HE1 investors, Brighty

Whilst Peter Bardenfleth-Hansen and Christian Eidem are capturing most of the attention, the third man in our Tesla Trio needs a shout out. He's Jochen Rudat and he played a pivotal role in Tesla’s expansion into China. This is brilliant news. It is particulary important in relation to the CNIPA patent, which covers Pareta's intellectual property rights in China. The OK from CNIPA is a crucial and important milestone for DGI. It allows the very man who pioneered Tesla's success in China to do the same for DGI. It's all well and good have the patent but you need a top sales guy to unlock the market. This is Jochen Rudat's speciality.

It's worth noting too that Jochen Rudat spent 10 years working under Elon Musk at Tesla and launched the Models S, 3, X and Roadster in Europe. Prior to handling the expansion of Tesla in China he built a sales and marketing force in Europe that put Tesla on the map.

Good luck, Brighty