Member Info for Brighty1

Neil Elton joins MTEC as CFO from Learning Technologies Group Plc

Starts on 15 January 2024 and will join the Board of Directors on 1 February 2024

An experienced finance professional with more than 18 years' experience as CFO of high-growth, publicly quoted companies. His most recent public company role was CFO at Learning Technologies Group Plc

"create long-term shareholder value":

Neil Elton:

"I look forward to joining Made Tech and to working with Rory and the team to successfully execute the business strategy and create long-term shareholder value."

We could do with a focus on shareholder value.....

Good luck, Brighty

Another £1 Billion + deal in our sector today, with GSK paying $1 billion upfront and up to $400 million in certain success-based regulatory milestone payments for Aiolos Bio. One day this could be SAR.....

Good luck, Brighty

Yes and as the CEO says, the potential demand for zero emission marine vessels is "enormous" & that the "enhanced reliability, performance and compact nature of our novel motor technology will be very appealing to marine operators". Fantastic....

Good luck, Brighty

The RNS today, summary of key points below, would explain that £55,000 buy on Friday...

* N4P has demonstrated via a series of in vitro experiments that Nuvec® can deliver increased transduction efficacy, when complexed with Adeno-Associated virus 8 ("AAV8").

* This follows on from earlier work where the Company showed that Nuvec® increased transduction efficacy of a standard Adenovirus vector.

* Specifically, Nuvec® was mixed with AAV8 carrying a fluorescent green protein gene and used to transduce human-like liver cells (induced pluripotent cell model). When the viral vector was complexed with Nuvec®, transduction efficacy increased 2.5-fold compared to the AAV8 vector when used on a standalone basis. AAV8 was chosen for investigation as this virus is currently being used for products already in clinical development.

* The number of approvals of new gene therapies and the need for appropriate delivery systems have reached unprecedented highs and demand is growing exponentially.

* The AAV vector market alone (AAV based gene therapy and AAV manufacturing) is projected to grow from USD 1.9 billion in 2022 to USD 11.1 billion by 2035.

* For in vivo gene therapy, the Adenovirus (AV) and Adeno-Associated virus (AAV) are acknowledged as the most used delivery vehicles. However relatively high amounts of AV and AAV are needed to be clinically efficient and this appears directly correlated with adverse events in patients such as unwanted immunogenicity and potential safety implications.

CEO Quote:

"Our work shows that Nuvec® has the potential to reduce the amount of AV and AAV needed and thus decrease both the cost of goods and immunogenicity associated with using these viral vectors. We believe this will be a major focus of the pharma/biotech industry as these viral vector delivery systems are further investigated.

"This work is running in parallel to our ongoing oral and dual loading work as well as the Nanogenics' Glaucoma product, an update on which will follow soon."

In a nutshell, yet more encouraging news from N4P....

Good luck, Brighty

Yes, it's a waiting game. N4P is at present anonymous on the investor radar. That needs to change. However, the rapidly changing nature of the vaccine & oncology treatment markets and the significant opportunity that this presents for siRNA delivery is clearly a massive opportunity for N4P. For example:

* The market size for manufacturing viral vectors is currently worth $5.5 billion and is expected to hit $12.8 billion by 2028

* Data has shown that Nuvec is comparable to Roche's Venetoclax and AZ's Gefitinib. That is significant in our sector.

* More news is expected soon, according to the recent N4P briefings.

Once the investment community finally realises what's going on here it really is going to be fascinating to watch the share price rise. So, it is over to Nigel and the team now to finally get the message out there and bang the N4P drum. Who knows but we might even witness your 30p prediction....

Good luck, Brighty

Get them whilst you can at 12p ! The current share price hugely under values MTEC based on 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.

A reminder, MTEC's share price was over 40p last year and just 2 years ago it was 140p a share. A serious share price re-rate could be on the cards here.....

Good luck, Brighty

ABDX will be providing a trading update in the next few days, in which the company will announce that:

* "Revenue for H1 FY23/24 is significantly higher than revenue for H1 FY22/23."

* "We remain highly focused on continuing to grow our revenues and reducing our cash-burn in FY23/24 and beyond".

* "Our ongoing priority is moving the Company to a positive cash flow position based on continued revenue growth and stringent cost control."

Good luck, Brighty

Agreed and it won't be too long before the UK / FCA will have to embrace the NEO bank model. It has to when you bear in mind that NEO banking already has a global market size of 72.47 Billion. Angra Limited with Wellesley at CEO is a first class move…

Good luck, Brighty

Yes, spot on re your HSBC comparison. We are the new kids in town with, as you quite rightly say, "the wallet, the fx, the exchange, 4 stablecoins for the masses & also the bespoke p2p, b2b business angle with bases in Canada, UK, Singapore, HK, Europe/Lithuania, Perth so far". Plus, don't forget the huge revenue potential of 0.2% of each BTC traded on the GS20 Exchange .....

Good luck, Brighty

This is a $50.25 billion sector (2024) & is projected to reach USD $144.48 billion over the next five years. Even if DGI can achieve a miniscule share of the market this will be huge for the company and its share price.

Then factor in the current EV battery replacement price of between $5,000 and $20,000 and DGI's proposition becomes even more compelling and sustainable. The lower environmental impact of sodium and lithium-ion batteries are a game changer in the industry. That's why the Tesla Trio have bought in to DGI.....

https://www.mordorintelligence.com/industry-reports/global-electric-vehicle-battery-market-industry

Good luck, Brighty

Here's a couple of interesting links, below, for long term SAR investors:

* The biopharma industry will continue to see healthy M&A activity in 2024, according to a PwC report, with deals totaling $225 billion to $275 billion.

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

* And here's more M&A deal activity in our space to excite Sareum shareholders who have a long term investment strategy....

https://www.biospace.com/article/biopharma-closes-2023-with-flurry-of-m-and-a-activity-from-astrazeneca-bms-roche/

Good luck, Brighty

Come on Richard Marsden & the SNG BOD. The link below confirms that Verona is finalising the commercial launch of its drug candidate Ensifentrine, designed to treat COPD. We know SNG001 / Interferon Beta can save lives and that our data is compelling. SNG must speed the process along or on-licence SNG001 ASAP or we are going to be too late to the party....

https://www.biospace.com/article/verona-gets-400m-boost-from-oxford-finance-hercules-capital-for-copd-candidate/

Plus a reminder of what could happen here in due course: https://www.biospace.com/article/biopharma-closes-2023-with-flurry-of-m-and-a-activity-from-astrazeneca-bms-roche/

Good luck, Brighty

I love your "Wake me up at 1p" .... However, I'm not waking until 2p at least ! Which, by the way, could happen sooner than some people on here think. A x10 from today's share price to 2p a share is still only a 200 Million Mcap business. Longer term, I reckon 20p+ a share in 2-3 years time is very possible. Those that are happy to wait a couple of years could be very happy....

https://biz.crast.net/tesla-mastermind-sodium-tech-and-little-known-welsh-car-battery-maker/

https://www.youtube.com/watch?v=fNaqHpqMhlI

Good luck and Happy 2024, Brighty

It's well worth pointing out as we await the anticipated move in to the clinic and then licencing news from HEMO in 2024 that big pharma sign the majority of their licencing deals at the earliest stages, as this data from JP Morgan highlights:

* The largest share of in-license deals into big pharma happens at platform and discovery stages.

* These are often the riskiest but provide the partners substantial support and control over programme development.

* Deals signed at these earliest stages saw median upfront payments of $45 million in 2023, to date.

* Large-cap biopharma (market cap of $50 billion-plus) are still signing $100 million-plus deal upfronts. Median upfront values increased for Platform / Discovery stage programmes as well, reaching $47 million.

Here are some of the biggest licencing deals in 2023:

* 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.

Source: https://www.jpmorgan.com/content/dam/jpm/commercial-banking/insights/life-sciences/jpmorgan-chase-q3-2023-biopharma-final-ada_v2.pdf

Prevail are onboard with HEMO for a reason......

Good luck, Brighty

Yes and just look at some of the 2023 licencing deals in our sector, below. No reason why AVCT can't be next:

* 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.

* 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.

* 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.

It's got to be a whopping licencing deal soon for AVCT....

Good luck, Brighty

Yes, one day we will wake up to a monster T/0 RNS, nothing below 20p a share is my expectation.

* As I have mentioned on here before the license renewal with the CHRB is strategically important to the company due to its potential of offering sports betting to California residents when the state legislature passes this into law.

* Plus, the ADW license allows Watch and Wager to accept online pari-mutuel wagers from residents of California on its range of global content. This is a huge incentive for a bigger rival to buy Webis for this licence alone.

* It's also fair to say that 20p a share is quite cheap for these licences in the bigger scheme of things, especially if a bigger operator wants to leverage the huge financial opportunity of online betting in California in the future....

Good luck, Brighty

Further proof that HEMO could become a very attractive licencing or takeover proposition once we become a clinical-stage company. Details below:

AstraZeneca to acquire Gracell, furthering cell therapy

* Upfront cash of approximately $1.0bn, a 154% premium to the 60-day volume-weighted average price

* Deal to increase to approximately $1.2bn, a 192% premium to the 60-day VWAP, subject to various conditions.

* AZ flags up in the RNS its ambition across oncology and autoimmune diseases

* Gracell is a clinical-stage business. Its BCMA/CD19 CAR-T therapy targets haematologic malignancies and autoimmune diseases.

Good luck, Brighty

AstraZeneca to acquire Gracell, furthering cell therapy

* Upfront cash of approximately $1.0bn, a 154% premium to the 60-day volume-weighted average price

* Deal to increase to approximately $1.2bn, a 192% premium to the 60-day VWAP, subject to various conditions.

* AZ flags up in the RNS its ambition across oncology and autoimmune diseases

* Gracell is a clinical-stage business. Its BCMA/CD19 CAR-T therapy targets haematologic malignancies and autoimmune diseases.

Good luck, Brighty

It's also worth pointing out that the ADW license allows Watch and Wager to accept online pari-mutuel wagers from residents of California on its range of global content. This is a huge incentive for a bigger rival to buy Webis for this licence alone = $$$$$$ millions

The other point is that the license renewal with the CHRB is strategically important to the company, not only for its access to the biggest population in the United States and one of the largest economies in the world, but also for the potential of offering sports betting to California residents when the state legislature passes this into law. i.e. once this becomes law in California the value attached to Webis' licences is going to increase very significantly = $$$$$$ millions

It's a waiting game as always but one day we will wake up to a monster T/0 RNS. As to a buy out price: nothing below 20p a share is my expectation.....

Good luck and happy Christmas, Brighty

Good news on licence renewals plus an updated Monarch agreement announced today from WEB. Highlights from the RNS today include:

* The company has renewed contracts with major international racing jurisdictions that include Australia, Canada, France, Hong Kong, Ireland, Japan, South Africa, and the United Kingdom.

* The renewal of the contract with Monarch adds to the array of content agreements held by WatchandWager, both domestically and worldwide. WatchandWager possesses the largest number of racetracks available to wager on globally, including the premier racetracks operated by Churchill Downs Incorporated ("CDI") and the New York Racing Association ("NYRA"). Those agreements give WatchandWager players full access to the US Triple Crown series in 2024.

* In addition to these domestic agreements, the company has renewed contracts with major international racing jurisdictions that include Australia, Canada, France, Hong Kong, Ireland, Japan, South Africa, and the United Kingdom.

* Webis also confirmed the renewal of WatchandWager's major regulatory licenses in the United States and the Isle of Man (UK). Among the licenses renewed are the strategically important multi-jurisdictional wagering license from the California Horse Racing Board (CHRB) and the North Dakota Racing Commission (NDRC).

This screams WEB has its ducks in a row for a T/0.....

Good luck, Brighty