Member Info for Brighty1

A reduction in tumour volume of 65% is worth $Billions in the pharmaceutical sector. What comes next is anyone's guess:

1. A huge Licencing deal or 2. Multi Billion takeover...

Good luck, Brighty

40% up today and 355% in the last few days. The Tesla Trio clearly have big plans for DGI. Share price wise it looks like a possible Greatland / Sareum / Argo style leap could be coming here. You only need to see what’s also happened recently at POS up 800+% in 1 month, ORCA up 450+% in one month and Tempest up 3900% in October (yes x 39: NASDAQ: TPST) to get a taster of what could happen here….

Good luck, Brighty

Good luck to us all tomorrow. Will we get more than a data update? e.g. Licencing or takeover news could follow quickly if the data is as stunning as we are hoping. A reminder that in Q3 of 2023 there were 376 takeover deals, worth a total value of $33.3 Billion. The $7.3bn takeover of Reata Pharmaceuticals by Biogen was the biggest deal in this period. i.e. It's all to play for here with AVCT. A $5 Billion takeover (x15) valuing AVCT at 2025p would be a good start to Christmas....

Good luck, Brighty

December is normally a month we hear news from PYC....

Good luck, Brighty

Yes, these 3 Tesla guys are planning big things here. I like this line: "build a larger business through significant complimentary acquisitions within the wider electric mobility and energy storage spaces". The ambition to build a major player is palpable....

Good luck, Brighty

This looks an excellent opportunity for MOS to become a major player in the Mexican publishing, betting and media ownership market. Lets see if the talk of creating "significant value" happens in due course. It's certainly an interesting RNS today....

Good luck, Brighty

AstraZeneca announced today that it is to acquire Icosavax

* The deal is based on positive Phase II data

* The deal is upfront cash of approximately $0.8bn

* Maximum potential contingent value payments represent, if achieved, a transaction value of approximately $1.1bn

In summary, yet another $1 Billion + deal in our sector for a small bio company with innovative science....

Good luck, Brighty

Over the last few years in December PYC has issued contract wins and other positive commercial news. A pre-Christmas RNS or two might be on the cards, hence the 15% rise today in anticipation? See below …..

17th Dec 2020 2:00 pm RNS Partnership with TRHC's DoseMeRx®

17th Dec 2020 7:00 am RNS Merck Contracts

14th Dec 2020 7:00 am RNS Approval of NIHR-funded PARTNER study

22nd Dec 2021 12:00 pm RNS Contract award

13th Dec 2021 7:00 am RNS Merck Contracts

23rd Dec 2019 7:00 am RNS Contract award

20th Dec 2019 10:30 am RNS Merck Contracts

17th Dec 2018 7:00 am RNS Renewal of Agreement with Merck

12th Dec 2017 10:17 am RNS Director Dealing

Good luck, Brighty

What a puzzle the MTEC share price is? This is a company going places with FY revenue up 37% to £40.2m, cash of £8.5m (as at 31st May), contracted backlog growth of 44%, EBITDA of £1.5m and sales bookings up nearly 40% at £69.9m BUT with a share price at just 10p? Something does not stack up here? MTEC's share price was over 40p earlier this year and a couple of years ago it was 140p a share. Logic would suggest that a significant share price re-rate is on the cards here unless a cheeky MBO at 17p is on the cards as you suggest....

Good luck, Brighty

Yes, we could be in for an "Arby Christmas"!! ARB went from roughly 20p on Christmas Eve 2020 to 145p a few days later on 8 January 2021 making many of us have a very happy Christmas and prosperous new year (before its even bigger climb to over 300p....)

Good luck, Brighty

Yes, N4P has a tiny MCAP that could soar on good news. Don't forget that Tempest Therapeutics gained 3,973% this year on positive news so there is hope for N4P. For those that aren't aware about what happened, Tempest had a similar share price collapse to N4P's which saw it fall to approx $1 US dollar before results from its liver cancer trial were unveiled. Interestingly their MCAP had fallen similarly to N4P's. It then rose from $3 million MCAP to $130 million MCAP....

Good luck, Brighty

It is abundantly clear from all the data we have been told about over the years that Nuvec has huge potential in reducing the ability for tumour escape. What's also exciting about the RNS today is the fact that Nuvec is successful in ALWAYS loading and delivering dual siRNA. This is obviously good news for N4P's negotiations with big pharma. Come on Nigel lets get a licencing deal with a major company as N4P does not have the resources to go it alone.

Good luck, Brighty

* £16 million plus royalties. That's ok in the current climate.

* A good bit of business by Val and we get shares in Ambrose Healthcare also.

* Could be an interesting day for the share price today, especially as we wait to hear on the EUDA Health merger with TheoremRx Inc.

* If we do hear positive news from Val about TheoremRx in the next few days then we could very well see the 50p-70p a share predictions come true.

Key 401 messaging today: "The agreement details clinical and commercial milestone payments to be made to ValiSeek totalling a value of up to £16 million plus royalties"...

Good luck, Brighty

Yes and in due course GDR's MT-RNR1 ID Kit rolled out across the UK is worth up to £8.5 million pa to GDR. This is based on approximately 100,000 NICU admissions with a customer price per test of £80+. If we get traction in the EU then that market is worth up to £46.8 million pa to GDR and if we get the nod from the FDA the U.S. market is worth approx £34 million each year to GDR....

Good luck, Brighty

Good progress made by DEMG. See below....

* The first in market sale of the new TrueVue monitor was completed at the end of November 2023.

* In addition, the Company has received initial orders for new TrueVue monitors, which it expects to fulfil over the coming months.

* Larger scale production run commencing in coming weeks.

* It is therefore anticipated that the Group will have a strong start to the new year as larger quantities of the new TrueVue monitor are shipped.

Plus:

* As reported in the Interim Results statement on 18 September 2023, the Group's restructuring plan to remove c.£1.0m from the cost base has been successfully completed.

Some positive news at last from DEMG.

Good luck, Brighty

Yes, TYM has got to be one of the biggest - if not the biggest - under the radar opportunities on AIM currently. A few weeks back the company also confirmed it was subject to further "unsolicited joint venture interest from major companies". i.e. Code for more than one JV on the table. What we do know, so far, from recent RNS' and briefings is as follows:

* All five projects are now at a stage where drilling priorities can be developed. One of these, Konkola West, is now subject to a term sheet for a joint venture and other projects have been subject to unsolicited joint venture interest from major companies.

* Nearly US$10 billion of investment into new copper mine development in Zambia has been announced in recent times as a direct result of the Hitchilema government's more mining-friendly policies. This is generating a high level of interest in copper exploration in Zambia and TYM is well placed to benefit from this.

* Areas A1 & A2 are targets for traditional Copperbelt sediment-hosted mineralisation where known deposits in Zambia and the DRC range in size up to supergiant size (>25mt contained copper).

See the recent company briefings for full background but it does look as though at least 2 or more JV's are being discussed. We should be hearing about the Konkola West JV very soon. This also excludes any good news from Sweden regarding its fluorspar asset....

Good luck, Brighty

The JV deal for Konkola West is getting closer and closer. See the RNS today:

* The third party has concluded its due diligence investigations and the parties to the Term Sheet are currently reviewing draft agreements with a view to finalising those agreements as soon as possible. All parties have re-affirmed their commitment to completing the transaction.

* Commenting today executive Chairman, Patrick Cheetham said: "I am pleased to be able to provide the market with this reassurance and we look forward to updating the market further in due course with details of the agreement and the third party's exciting plans for drilling at Konkola West."

We are getting nearer to big news....

Good luck, Brighty

Northern Ireland is a very interesting location for GST's latest acquisition following Brexit. There's an EU UK/NI MOU regarding the establishing a framework for financial services regulatory cooperation between the European Union and the United Kingdom of Great Britain and .....Northern Ireland. This is yet another Smart move by GST.

Good luck, Brighty

Doc, you are so right re the curveball of Strive plus P2 getting and closer closer. I'll say it again until I am blue in the face but which major pharma isn't going to want SNG001 in their portfolio when we and they know that it:

1. "significantly reduces the risk of progression to severe disease and death compared to placebo by 70%"

AND

2. as Tom Wilkinson said at the time: " For these higher-risk patients, there remains an urgent need for new treatment options, and this analysis suggests that SNG001 could be a potentially efficacious treatment option for them".

Good luck, Brighty

One of the other key points to remember is that Janssen will have been reviewing SNG001 from all the Universal data, as per the briefing back in April. Trials were chalked to initiate in H2 2023 so we could be hearing news soon.....

Good luck, Brighty