Member Info for Brighty1

Thursday has been a popular day to release good news in the past from Sareum. e.g. Who can forget Thurs 1 July 2021 "Completed Covid-19 Research Project Delivers Encouraging Results". Will we be hearing an update tomorrow about the Australian CTN or a licencing deal for 737? News is due on both....
Good luck, Brighty

Up 48% since January. "It doesn't matter how many times you fail. You only have to be right once and then everyone can tell you that you are an overnight success." - Mark Cuban (Net worth is an estimated US$5.1 billion, so he knows a thing or two!) His saying could quite easily apply here to the TYM Chairman. PC only needs to get lucky once and the share price will rocket. https://www.share-talk.com/tym-shares-after-arcm-the-next-aim-copper-play-to-watch/ Plus, Sanderson Capital has upped its holdijng in TYM to 138,056,670 shares / 7.66% of the issued shares. They also know the potential here....
Good luck, Brighty

This is going to be of significant interest to Abbvie / Roche Group (Venetoclax ) and AstraZeneca (Gefitinib) as N4P are basically saying today that Nuvec is comparable to their Venetoclax and Gefitinib drugs. This is a WOW moment for investors.

* "Further in vitro studies have demonstrated that Nuvec® was comparable to that produced by two commercially available small molecule drugs, Gefitinib for EGFR and Venetoclax for BCL-2".

This is big news for N4P moving forwards and it will certainly get them on the radar of Abbvie / Roche Group / AstraZeneca. A fantastic RNS and highlights real progress at last.

Some additional background:
Gefitinib: (sold in Europe and Asia) is a type of targeted small molecule cancer drug called a tyrosine kinase inhibitor (TKI). Tyrosine kinases are proteins that send signals telling cancer cells to grow. Gefitinib blocks these signals. For Gefitinib to work the cancer cells need to have receptors for EGFR.

Venetoclax: sold under the brand names Venclexta and Venclyxto, is a type of targeted therapy drug called a BCL-2 inhibitor (blocker)used to treat adults with chronic lymphocytic leukaemia, small lymphocytic lymphoma, or acute myeloid leukaemia. Some leukaemia or cancer cells make too much of the BCL-2 protein.

Good luck all N4P shareholders,
Brighty

Yes, big news on a £1 million+ boost for GDR from the new multi-million pound Devote health innovation accelerator for the Manchester region could be just days away. There's a £100 Million up for grabs from Devote (apparently £33 million for the north west) so your £1 Million prediction could be dwarfed with an even bigger £££ amount. Let's face it, Devote could have been written for the GDR business plan! i.e. Devote is to "deliver enhanced genomic diagnostics to prevent stroke; rapid genetic point of care devices to detect genetic changes". There are only two genomic companies in the north west that can provide this currently. 1: Genedrive and 2. YourGene. The reference to genomic diagnostics to prevent strokes is obviously particularly interesting for Genedrive’s CYP2C19 kit as is the reference to genetic point of care devices to detect genetic changes regarding our MT-RNR1 ID Kit. News, as you say, could be in-bound pretty soon on this.....
Good luck, Brighty

Yes quite right re AstraZeneca and J & J. The latter's UK arm, Janssen, is funding the Universal trial so they will be very very up to speed on how effective SNG001 is - as will be AstraZeneca. We all know how interested AZ was in SNG001 back in 2014. Maybe there are plans to re-licence it? Funnier things have happened. Here's the media briefing from 9 years ago:

* AstraZeneca signs licence agreement with Synairgen

* AstraZeneca has signed an exclusive global licence agreement for rights to Synairgen’s SNG001, an inhaled interferon beta in clinical development for treating respiratory tract viral infections.

* Synairgen CEO Richard Marsden said: "With its strong research focus and extensive experience in respiratory disease, AstraZeneca’s commitment to developing novel medicines for patients with asthma and COPD makes them the ideal partner for SNG001."

I'm certainly with you regarding AZ or J & J via its subsidiary Janssen UK taking on SNG001. The 27th April (this Thursday with results from all 3 companies on the same day) is going to be potentially a very interesting day....

Good luck, Brighty

Yes, a licencing deal will be the quickest and most effective route for SNG. Last month AstraZeneca confirmed it was paying $63m upfront and up to $1.1bn to licence KYM Bio's CMG901 antibody drug . That's the kind of deal we are probably looking at here for Synairgen but the GSK £1.6 Billion deal for Bellus this week highlights the bigger picture for SNG shareholders too. Either is possible. Good luck, Brighty

Totally agree with you. It's also interesting to note that GSK announced this week that it has acquired Bellus for £1.6 Billion. They are a late-stage company with a phase III trial for adult patients with RCC (persistent cough). At some stage we are likely to see a licencing or takeover deal for SNG. This will be the fastest way to take our own antiviral treatment to market as SNG just isn't big enough to do this on its own....

Good luck, Brighty

GFIN 27% up in the last month, 22% up in the last 5 days and 7% up again today, so yes we could be about to fly / break out soon. Robert Keith (Eidos / Lara Croft) increased his holding in GFIN to 12.02% recently. One to watch....
Good luck, Brighty

Spot on. The roll out of Genedrive's MT-RNR1 ID Kit across the UK is worth up to £8.5 million each year to GDR, based on approximately 100,000 NICU admissions. That's pretty huge in itself to a company with miniscule revenue currently. BUT, the bigger picture is even more exciting with the EU market being worth up to £46.8 million (each and every year) to GDR, the U.S. market being worth approx £34 million each year to GDR and the rest of the world market equating to £13.8 million to GDR each year. This is just for the MT-RNR1 ID Kit and excludes revenue for the stroke kit, which is worth even more. What's not to like about this moving forwards? Shareholders in Genedrive are sitting on a goldmine here in due course....
Good luck, Brighty

The £703,000+ in 3 trades published today certainly look like big buys. As you say a TR1 might be RNS’d shortly …

17-Apr-23 09:15:46 0.255 20,800,000 Unknown* 53.04k O
14-Apr-23 15:48:21 0.26 130,000,000 Unknown* 338.00k O
14-Apr-23 15:24:36 0.26 120,000,000 Unknown* 312.00k O

Good luck, Brighty

It is also worth noting that our Chairman, Ian Gilham, has a track record for selling his businesses for hundreds of millions. As CEO of Axis-Shield Dr Gilham sold it for £250 million and as chair of Horizon Discovery he sold that business for £300m. I'm here for the x10 gain in due course as I think he will do the same with GDR.....
Good luck, Brighty

Further evidence that big pharma will pay big bucks for smaller companies with innovative products in our space has yet again been confirmed today with GSK's £1.6Billion takeover of Bellus. In a nutshell, on this basis you are talking hundreds of millions for a licencing deal or outright acquisition of GDR for our AIHL MT-RNR1 ID and our CYP2C19-ID tests.

You only have to check out the JP Morgan research note, link pasted below, which highlights the high level of R&D licencing deals in the pharma sector recently. The deals are huge and include:

* Sun Pharmaceutical Industries Acquires Concert Pharma for $576M
* Envision Pharma Group Acquires OKRA.ai
* GSK Acquires Sierra Oncology in 1 Billion+ deal.
* AstraZeneca Purchases CinCor Pharma Inc. in $1.8 Billion Acquisition
* Moderna to Buy Japanese Firm OriCiro in Its First-Ever Acquisition
* Amgen’s $27.8 Billion Acquisition of Horizon Therapeutics
* Pfizer Buys Global Blood Therapeutics for $5.4B
* Pfizer Acquires ReViral for $525M
* Pfizer Acquires Biohaven Pharmaceutical for $11.6 Billion in Cash
* Sandoz Acquires Drug Delivery Device Company to Boost Pipeline
* Thermo Fisher Acquires PeproTech for $1.85 Billion to Boost Gene Therapy Market
* Pfizer to Acquire Arena for £6.7 Billion to Boost Chronic Disease Management
* Novo Nordisk Enters Pharma Acquisition Deal For RNAi Therapies
* GSK Buys Affinivax for $ 2.10B

What is really good news for GDR investors is that M&A deals in the pharma sector (for which financial details were disclosed) reached $73.1 billion in 2021 and $93.1 billion in 2022. Today's £1.6 Billion GSK deal is why I'm invested in GDR as this could well be what big pharma will be prepared to pay for Genedrive in due course....

Good luck, Brighty

Superb RNS today from N4P regarding the EGFR results, which highlights how well suited Nuvec® is for working with siRNA....

This is certainly encouraging news especially as yet another 1 billion pound deal has been announced today by GSK to acquire a late stage pharma (Bellus in Canada). Hopefully this kind of deal will be replicated for N4P / Nuvec one day....

Good luck, Brighty

GSK has announced today that they have acquired Bellus for £1.6 Billion. Yet another great example of why we are invested in Sareum.

They are a Canadian-based, late-stage biopharmaceutical company with a "best-in-class" (Tim Mitchell's favourite expression) phase III for adult patients with RCC (defined as a persistent cough).

This kind of deal for Bellus could well be similar for Sareum once we enter the clinic. i.e. a multi billion deal....

Good luck, Brighty

Exactly. ABDX is guiding that "FY 2023 revenues are expected to be MATERIALLY higher than FY 2022". Looks like next stop is 10p a share and hopefully 25p a share pretty soon. Significant BOD buys - including hefty participation in the placing at 25p - and upbeat messaging is creating confidence at last. ABDX IPO'd at 96p a share. Prediction: within 2 years the share price will be back at the IPO price...
Good luck, Brighty

For the patient investor keen on reaping the benefits of a x10 share price increase it is worth remembering that GDR has recently guided the market on some STUNNING revenue moving forwards:

* In the short term 6-8 UK Hospitals will be either "fully operational" or in "approved and beginning implementation" mode with the GDR MT-RNR1 ID Kit. = MODEST Revenue TICK

But much more financially rewarding for GDR investors will be:

1. That the roll out across the UK is worth up to £8.5 million (EACH YEAR), based on approximately 100,000 NICU admissions with an approx customer price per test of £80+. = SIGNIFICANT Revenue TICK

2. That within months up to 8 non-UK distributors will be contracted

3. Re point 2: the EU market is up to £46.8 million (each and every year) = HUGE Revenue TICK

4. Re point 2: the U.S. market is worth approx £34 million = MASSIVE Revenue TICK

5. Re point 2: The rest of the world market equates to £13.8 million. = HEALTHY Revenue TICK

6. That the Directors are chasing the UK and Europe market first. i.e. focus on contracts = Revenue TICK

7. That the GDR CYP2C19 ID Kit is targeting the most common type of stroke, which has an ANNUAL value to GDR of £8.5 million (based on approximately 85,000 strokes each year) = SIGNIFICANT Revenue TICK

8. That the EU market is worth to GDR £93.5 million EACH YEAR (based on the current 800,000 strokes per year) = SUPERB Revenue TICK

9. That the U.S. market is worth £67.6 million to GDR EACH YEAR (based on 700,000 strokes each year) = FANTASTIC Revenue TICK

10. That the rest of world market is worth £51.0 million EVERY YEAR to GDR. = EXCELLENT Revenue TICK

These numbers are STUNNING and will easily eventually support a share price in the hundreds of pence and a market cap to match. Have a great weekend all GDR investors....

Good luck, Brighty

Don't forget that Janssen are funding the Universal trial with SNG. It's 8 months on from last September's collaboration RNS announcing Universal and perhaps things are progressing better than expected. This could be a fast track to licencing and / or a takeover for SNG. The parent company J&J have very deep pockets indeed. Things just got a bit more interesting with our share price again this week. A 90%+ increase in 3 days without a speeding tickets says it all...
Good luck, Brighty

Given that SNG is up a further 25% today (& up by over 90% in 3 days) and the fact that the company has not issued a "speeding ticket" stating they know of no reason for the share price increase one would have to presume that there is a valid reason for the rise in our share price....

Good luck, Brighty

The trading update is normally in April: i.e. 8th April 2019, 20th April 2020, 29th April 2021 and 26th April 2021.

At the H1 stage for FY23 we were at £8.0m (H1 FY22: £7.0m), up 14% year on year. Plus a reminder that YGEN also guided positive H1 numbers as follows:

* Recurring revenues were up 20% to £5.5m (H1 FY22: £4.7m)
* Genomic Technologies revenues increased by 10% to £6.1m (H1 FY22: £5.5m)
* NIPT category up 18% year-on-year demonstrating a continuing recovery post pandemic
* Ranger® Technology revenue run rate now over USD $2.0m per annum
* Growth pipeline being converted, including three new NIPT accounts won in H1 and being installed early in H2
* Genomic Services revenues up 26% to £1.9m (H1 FY22: £1.5m)
* NIPT services up 50% to £1.3m on the back of Asia reopening post COVID

We should be hearing news pretty soon...

Good luck, Brighty

Many on here will also recall that Sir Stephen Holgate and Richard Marsden are on record saying SNG001 presents "an opportunity for a significant UK scientific breakthrough". We are still on track. We all know that the SPRINTER trial pointed to the prevention of severe disease and death. In the pharma sector that = Licencing or Takeover in due course. Which major pharma isn't going to want this in their portfolio? Investing in pharma stocks is not all about short termism. SNG remains a good mid to long term hold for those that are prepared to wait and reap the benefits of SNG001. As for ACTIV-2 the latest update infers that June 22nd 2023 is when we will hear more. We are up a further 25% today (& by over 90% in 3 days) for a reason. i.e. newsflow opportunities coming up soon....

Good luck, Brighty