Member Info for Brighty1

I love your £1 party optimism. Probably 25p a share is more likely in the medium term, which is only a £300 million mcap for HEMO. DYOR but AVCT gained a MCAP of £300 Million once they became a clinical company. However, I do agree on £1 a share on a billion takeover though. This is very much the norm in our sector these days with big pharma snapping up smaller innovative companies in our space for billions. Check out the JP Morgan qtrly data on deals in the pharma sector to get a feel for just how big the transactions have been over the last few years. Many have been in the billions of pounds for relatively small bios. i.e. this would equate to your £1 a share price. Very interesting.....

Good luck, Brighty

Yes at 2.99 currently, so if we are 4-5p pre FDA news than a 100% gain takes us nicely to 8-10p. That's very doable when you bear in mind other share climbers in the last few months. The first target for me is 10p a share. AVCT is an interesting model to follow for HEMO investors. They went from 16p to 232p and are still over up 6 times from the 16p days as they progress through clinical trials. The upside here once we hear about IND/FDA/CAR T, CBR etc is considerable. It looks like 10p a share within the next few months is more than probable if we get positive news and 25p a share is very possible within 12 months if we get a licencing deal.....

Good luck, Brighty

We are fast approaching the "value inflection point" for HEMO that Prevail's CEO, Mary Schaheen, has mentioned. i.e. Prevail know the true value attached to being a clinical company, which is a MCAP many multiples of our current share price....

Good luck, Brighty

Excellent news today from DGi. China = the world's largest market for electric vehicles.

* China National Intellectual Property Administration ("CNIPA") has issued DGI's first-ever Chinese patent

* Covers DGi's proprietary Pareta® electric drive system.

* Patent grants DGI intellectual property rights for this technology in China, allowing the Company to expand its footprint in the world's largest market for electric vehicles ("EVs").

Good luck, Brighty

Saint68, in answer to your question; £47 Million would secure the future of the business for many years without any more fund raising worries for such a small company. You also need to factor in that 25p a share is only a £300 million mcap company. That's peanuts in our sector, especially based on what HEMO is bringing to the market. DYOR but check out the JP Morgan qtrly data on deals in our sector to get a feel for just how big the licencing and T/O transactions are in our space....

Good luck, Brighty

Follow the money. Another 10 Million buy just happened....

17-Jan-24 11:49:38 0.22 10,000,000 Unknown* 0.21 0.23 22.00k

Good luck, Brighty

Yes DavieB, the average pharma licencing deal last year was $47 Million, which if Prevail and Vlad can pull off would see the HEMO share price rocket way past 25p a share. Interestingly, the majority of the licencing deals struck in the pharma space last year were in the $10 million to $100 million upfront cash bracket and 4 of the licencing deals last year were over $100 million in upfront cash payments. Yes, over $100 Million! 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

I agree. 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. With Prevail InfoWorks acting as the CRO for the upcoming Phase I clinical trial we are fast approaching the "value inflection point" for HEMO that Prevail's CEO, Mary Schaheen, has mentioned. i.e. Prevail know the true value attached to being a clinical company, which is a MCAP many multiples of our current share price. e.g. The average licencing deal in our sector in 2023 was $47 Million dollars. Just imagine our share price if that happens…..

Good luck, Brighty

Probably higher than 3p. Don't forget that 4p a share was achieved in the last quarter. A contract win or two could see that repeated. As you say 2p next stop....

Good luck, Brighty

Exactly. Big news in our space. We now have Nanogenics as well as Nuvec at the cutting edge, both with huge potential.

* More than 75 million people worldwide are affected by Glaucoma

* The total Glaucoma treatment market size in 2021 exceeded $5.5 billion and is growing.

CEO: " A novel product in this space alone represents a good opportunity for Nanogenics and importantly the antifibrotic siRNA sequence can also be used to investigate other fibrotic treatments for liver and lung fibrosis."

Good luck, Brighty

Not long to go now. The HEMO RNS today is very upbeat: "We look forward to becoming a clinical stage biopharmaceutical company once consent is received from the FDA."

The countdown is on....

Good luck, Brighty

An excellent update from IQE today:

* Revenue for the period is expected to be at least £115 million

* A more than 20% increase from H1 to H2 2023

* Adjusted EBITDA of at least £3 million and a net debt position of c.£3 million

The last time IQE was producing results like this the share price was over 100p...

Good luck, Brighty

MTEC's share price was 140p not so long ago. Yes x 10 f the current share price. This is crazy. The share price was at 40p last Feb. DYOR but 14p a share really under values MTEC based on the recent guidance of FY revenue up 37% to £40.2m, cash of £8.5m, contracted backlog growth of 44%, EBITDA of £1.5m and sales bookings up nearly 40% at £69.9m.

Once the trading update is released next month it looks as though a share price re-rate could be on the cards here.....

Good luck, Brighty

Exactly. Hold DGI for a year or two and the rewards will be much better than trading this share. I was in Greatland, which went for me from just over 2p to over 28p. I bailed before the eventual 35p+ price. Sareum went from .3 to over 8p for me and took a decade but the x27ish gain was well worth the wait. I also experienced the meteoric rises in Argo, Novacyt and Synairgen. i.e. These kind of "parabolic" gains do happen. DGI feels the same (as does GST by the way). It takes time, patience and nerves of steel but well worth the gains when they happen in your ISA or SIPP. The best advice I was given was "Buy and ignore the daily fluctuations". Set yourself a target of, say, 18 months and see where DGI is then.....

Good luck, Brighty

25p a share is very possible within 12 months. The first target for me is 10p a share. Just look at AVCT. They went from 16p to 232p and are still approx x 7 from the 16p days as they progress through clinical trials. The pside here once we hear about IND/FDA/CAR T, CBR etc is considerable. It looks like 10p a share (x4) within the next few months is more than probable if we get positive news....

Good luck, Brighty

Boundless Bio raised $100 Million 6 months ago. i.e. if it they have licenced SRA737 / CCT-245737 then they clearly have the ability to raise funds to progress drug candidates. Interesting.....

https://synapse.patsnap.com/news-detail/a9d660c9-96a5-3720-8c71-f0babbb48392-boundless-bio-announces-100-million-oversubscribed-series-c-financing-co-led-by-leaps-by-bayer-and-ra-capital-management-to-advance-the-first-ecdna-directed-therapies-ecdtx-for-patients-with-oncogene-amplified-cancer

Good luck, Brighty

OK regarding Boundless Bio and HotblackDesiato's post this is what I have found out. In summary, SRA737 can now also be found as CCT-245737 when searching for Boundless Bio, see the link below:

https://synapse.patsnap.com/drug/32bdb04583b043818d7808672c8fa1c6#research

Of particular interest is this piece of information:

Drug Type

Small molecule drug

Synonyms

PNT-737,

SRA-737,

SRA737

+ [1]

Target

Chk1(Checkpoint kinase 1)

Mechanism

Chk1 inhibitors(Checkpoint kinase 1 inhibitors)

Therapeutic Areas

Neoplasms,

Digestive System Disorders,

Endocrinology and Metabolic Disease

+ [4]

Active Indication

Ovarian Cancer,

Sarcoma,

Small Cell Lung Cancer

+ [13]

Inactive Indication

-

Originator Organization

Sareum Holdings Plc

Sareum Holdings Plc

Active Organization

Sareum Ltd.

Sareum Ltd.

Sierra Oncology, Inc.

Sierra Oncology, Inc.

Institute Of Cancer Research

Institute Of Cancer Research

Inactive Organization

Sareum Holdings Plc

Sareum Holdings Plc

Drug Highest Phase

Phase 2

Good luck, Brighty

ABDX reporting triple digit revenue growth in the first six months. That's good news plus there's a 2nd RNS regarding an update to shareholder concert parties ....

Good luck, Brighty

Exactly and with GSK today paying $1.4 Billion for Aiolos Bio it really does highlight how 10p / 110m mcap is peanuts in our sector. It's also worth adding to your reflections summary the fact that big pharmaceutical companies, as with the GSK deal today, have been paying billions recently for much smaller rivals. e.g. Amgen purchased Horizon Therapeutics for $27.8 Billion, Pfizer acquired Global Blood Therapeutics for $5.4Billion, Pfizer bought Biohaven Pharmaceutical for $11.6 Billion in Cash, Affinivax was 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 and $2 Billion to partner Quell Therapeutics, Eli Lilly acquired Versanis for $1.925 billion, Astellas bought Iveric Bio for $5.9billion, GSK paid £1.6Billion to buy Bellus. i.e. You can see where this could be heading in due course and why 10p a share on positive FDA news is very much attainable before we head much higher with a licencing deal and then a takeover....

Good luck, Brighty

Before dissing the Billion Pound deals in our space don't forget that in addition to the ongoing trials with SDC1801 and plans for SDC1802 we already have a P1 candidate with SRA737. Before Sierra sat on it for a couple of years (in favour of its other lead drug) SRA737 was being hailed as "lethal to cancer cells" and could "have utility as a monotherapy in a range of tumor indications". That's pretty big in our sector. This is why in due course SAR could be a Billion takeover target, especially when you then add SDC1801 and SDC1802 in to the mix. SRA737 might yet blindside many of the doubters on here if our new JV partner in the USA can develop the "lethal to cancer cells" data. How much would that be worth??....

Good luck, Brighty