Member Info for Brighty1

Condolences to you Potnak. I agree with your timescale on SDC 1801/1802 but wouldn't rule out licencing action inbound soon on SRA737. Take care. Good luck, Brighty

MyIPA, exactly right. Yesterday’s RNS validates GDR as a key player in the pharma sector. i.e. This is a stock that now has massive potential to multi bag over a period of time. i.e. Focus on the end game for the big gains. I'm here for a takeover in the hundreds of millions.

For those on here querying the ins and outs of funding you only have to look at another small pharma, Sareum, to see how it works. The £1million invested in July 2021 by a HNWI represented a PREMIUM of approximately 4.5 per cent to the closing middle market price for Sareum shares on 16 July 2021. The £900,000 raised on June 1st 2021 by a HNWI represented a PREMIUM of approximately 8 per cent to the closing middle market price for Sareum shares on 28 May 2021. The other raises they did at the time were only slightly lower than the closing price.

For what it's worth from this investor with several x 10 and a few x20 gains behind them what I would say is this: Companies with a global innovation – such as GDR’s MT-RNR1 ID Kit – don’t necessarily have to do a discounted placing. They can raise at a PREMIUM price above the current share price or they can raise at a small discount or they can get grant funding, they can get VC backing, they can get an overdraft with the bank or they can go for a licencing / joint venture deal with a major pharma. A few posters on here are treating GDR as a "distressed" business. Yesterday's RNS once and for all put that to bed. GDR is a company going places. It will need funding to grow but that can come from one or more of the sources listed above and does not have to be the big negative a few people on here are making it out to be. Once we know more on what GDR's approach is to this issue and better still when they have achieved additional funding just watch the GDR share price re-rate positively...

Good luck, Brighty

Yes, well spotted Wayne. Some big buys have gone through over the last few days as you have pointed out. For those that missed your post today it's well worth highlighting again:
31-Mar-23 08:14:20 34.1428 128,153 Buy* 31.50 32.75 43.76k O.
Follow the money.....
Good luck, Brighty

Not sure which RNS some on here are reading! The one published at 7am today states positive news. i.e. H1 Revenue of £4.1m (H1 FY22: £3.3m), up 26% year on year and up 106% on the previous six-months. Plus GFIN's esports solutions has seen revenue shoot up by 70% year on year to £2.5m (H1 FY22: £1.5m). That's positive...
Good luck, Brighty

Yes, GDR has confirmed that there is no grant income restriction to the size of the claim they can make re R&D tax relief. This could be a significant seven figure R&D payment to GDR, as per the Taxation small print in the results section dated 21 Nov 2022). DYOR etc etc. This would be most welcome! Good luck, Brighty

FY 2023 revenues are expected to be materially higher than FY 2022 revenues of £2.8m.

Company moving to a breakeven and cash flow positive position...

Good luck, Brighty

Looking good for a bounce in the GFIN share price now on the back of these numbers:

* H1 Revenue of £4.1m (H1 FY22: £3.3m), 26% up year on year and most encouraging is 106% up on the previous six-months.

* The most impressive messaging however is that GFIN's esports solutions, particularly in the football and motorsports space, has seen revenue shoot up by 70% year on year to £2.5m (H1 FY22: £1.5m).

* Looks like the Saudi Professional League, Formula 1 Esports Series and V10 R League series featuring teams such as Mercedes, Red Bull, McLaren, Ford and Aston Martin are pulling in big numbers. You can't argue with a 70% increase. That's impressive.

* Plus there's an interesting line in the results about "delivering an esports operating plan for a leading UK football club". If this is a Man Utd, Liverpool, Newcastle Utd, Man city kind of brand this could be huge moving forward.

Robert Keith's decision to take a 12.02% holding looks a smart move. Dont forget that Keith is the hi-tech investor, known for his past involvement with Eidos (Lara Croft) and Fast Search & Transferwhich he sold to Microsoft for $1.2bn.

Other noteworthy points today in the RNS include the post-period Playgendary deal with Athlos plus Todd Sitrin, former Head of Competitive Gaming at EA, added to Athlos leadership group as a Strategic Advisor.

This sounds encouraging....

Good luck, Brighty

2 chunky sized buys Davand: 20.8million at 59.90k and 12.5million at 35.14k. Maybe news is coming our way.....

30-Mar-23 12:40:09 0.2811 12,500,000 Unknown* 0.27 0.28 35.14k O
30-Mar-23 13:23:42 0.2797 500,000 Buy* 0.27 0.28 1,399 O

30-Mar-23 10:56:05 0.288 20,800,000 Unknown* 0.28 0.29 59.90k O
30-Mar-23 11:25:49 0.288 500,000 Buy* 0.28 0.29 1,440

Good luck, Brighty

The AZ licencing deal today with KYM Biosciences highlights yet again why we are invested in Sareum...

"AstraZeneca has entered into an exclusive global license for the research, development, manufacture and commercialisation of CMG901 for an upfront payment of $63m, with potential development and sales-related milestone payments of up to $1.1bn and tiered royalties up to low double digits".

https://www.lse.co.uk/news/astrazeneca-signs-exclusive-global-license-deal-with-kym-biosciences-wlfdd45ej9rwnl8.html

Good luck, Brighty

R&D tax relief might also come in to play here positively as GDR has confirmed that there is no grant income restriction to the size of the claim they can make.This could be a significant seven figure R&D payment to GDR (See the Taxation small print in the results section dated 21 Nov 2022). DYOR etc etc.

In relation to a placing at a premium you only have to look at Sareum to see how it works. The £1million invested in July 2021 by a HNWI represented a PREMIUM of approximately 4.5 per cent to the closing middle market price for Sareum shares on 16 July 2021. The £900,000 raised on June 1st 2021 by a HNWI represented a PREMIUM of approximately 8 per cent to the closing middle market price for Sareum shares on 28 May 2021.

Companies with a global innovation – such as GDR’s MT-RNR1 ID Kit – don’t necessarily have to do a discounted placing. They can raise at a PREMIUM price above the current share price or they can raise at a small discount or they can get grant funding, they can get VC backing or they can go for a licencing / joint venture deal with a major pharma.

Today’s RNS validates GDR as a key player in the pharma sector. i.e. This is a stock that now has massive potential to multi bag over a period of time. i.e. Focus on the end game for the big gains.

I'm here for a takeover in the hundreds of millions....

Good luck, Brighty

I agree. Those that primarily invest for the long term know that GDR is going places on the back of what has been announced today. Over the next 18 months I expect the GDR share price to rise by at least x 10. That's where the big bucks are made, not on daily fluctuations. Hold for 18-24 months and this will be in the hundreds of pence a share. Good luck, Brighty

* A fantastic day for all long term GDR investors as this validates our business and demonstrates why in due course we will be in the hundreds of pence a share, as the global market for this is significant.

* Today is all about being credible in the sector in which we operate.

* Next stop FDA approval and the CYP2C19-ID Stroke Kit.

* Big pharma companies will now be looking to licence or take GDR over for hundreds of millions of pounds. See previous posts on valuations in our sector.

* Over the next 12-18 months the GDR share price could rise by over x 10 based on todays news alone.This is a mammoth buy for newbies and an obvious hold for existing investors for the mega gains that will now happen thanks to the official sign off of the MT-RNR1 ID test.

* What is really exciting also is our CYP2C19-ID Stroke Kit. The global stroke market is colossal.

* I'm focussing now on where our share price is going to in the next 18 months - which should be in the hundreds of pence a share....

Good luck, Brighty

Quite right Belhus and BA, that USA visit by Stephen Parker piqued my interest too. The timing looked pivotal re SRA737. I'm hopeful that we'll be hearing more on licencing this soon. The most obvious choices remain Eli Lily, Merck or AZ due to the combo success / 100% tumour regression already noted. Good luck, Brighty

Follow the money....

29-Mar-23 08:35:42 40.0388 46,168 Buy* 38.50 40.00 18.49k

29-Mar-23 08:24:54 39.00 50,000 Buy* 38.00 39.00 19.50k

Good luck, Brighty

Yes, next stop is 10p a share and hopefully 25p by the end of this year (at least) but in 18-24 months ABDX could be back at its IPO price of 96p a share if things start to pan out as many of us expect. Significant BOD buys - including hefty participation in the placing at 25p - and recent messaging from the CEO has created confidence that the directors believe things will turn around this year. We will hear more on Friday (31st March) from ABDX but what is a cast-iron certainty is that the testing industry is only going to grow exponentially in the UK and globally. That is excellent news for ABDX and its shareholders. Good luck, Brighty

Yes and it's interesting to note that the Sareum business model looks very similar to Highlightll's, which is obviously particularly encouraging:

* "Highlightll is an innovative drug development company focused on the research and development of small molecules for the treatment of autoimmune/inflammatory diseases..... The company's lead project, a peripheral TYK2/JAK1 dual inhibitor, is being evaluated in clinical trials in the US and China for immunological disorders".

* It's also fantastic that Highlightll had not even reached the P1 stage before Biohaven made its move to acquire exclusive licensing rights to Highlightll's TYK2/JAK1 dual inhibitor.

* This is excellent news for Sareum investors moving forward. The $10 million in upfront cash and $10 million in Biohaven equity plus development and commercial milestone payments of up to $950 million as well as royalty payments reinforce the significant value we could be looking at for SDC1801.

* Then enter stage left, right and centre SRA737 for a similar deal and then same again for SDC1802 and you can see that the investment case becomes very attractive indeed for a company with a current Mcap of just £63million.

Good luck, Brighty

Yes Wayne. By close of play on Friday 31st our share price could have surged by more than double to the 80p-100p range. Next stop 50p+. Many of us have seen it happen before with GDR but that was based on on hope where as this time it is actually built on NICE signing off on our test for the NHS to then start buying our MT-RNR1 ID test. i.e. Big news for our share price if GDR gets the OK from NICE. Then if you factor in the longer term FDA approval and Genedrive's CYP2C19-ID Stroke Kit we are off in to the hundreds of pence a share. Good luck, Brighty

Yes, I agree 50p in the next couple of days looks very possible with 80p-100p by the end of the month more than achievable from this level.

It's also worth thinking of the longer term picture here as well:

• Over the next 12-18 months the GDR share price could rise by over x 10

• This is a mammoth hold now for big gains on the back of the Genedrive CYP2C19-ID Stroke Kit and the Genedrive MT-RNR1 ID test. Both are huge innovations in the pharma sector

• The global stroke market in particular is colossal. In our industry hundreds of millions of pounds - and often BILLIONS - are paid to licence and or buy out companies such as GDR. See previous posts on valuations

• Forget the daily fluctuations in the share price and just focus on where our share price is going to be by the end of the month and then in the next 18 months….

Good luck, Brighty

Exactly right. Nature.com looked at this very point recently https://www.nature.com/articles/d43747-023-00002-6 and the summary was very encouraging for investors in smaller companies such as GDR. It concluded: “Given the fierce competition nowadays, big pharma can no longer afford to sit on their hands waiting for the next-generation technology to be validated in the clinic.”

This is brilliant news as GDR’s AIHL MT-RNR1 ID test and CYP2C19-ID tests are incredible innovations in our sector. In a nutshell, on this basis you are talking hundreds of millions for a licencing deal or outright acquisition of GDR.

JP Morgan recently published a similar research note, link pasted below, which highlighted the high level of R&D licencing deals in the pharma sector.

https://www.jpmorgan.com/content/dam/jpm/commercial-banking/insights/life-sciences/JPMorgan-Q1-2022-BioPharma-FINAL.pdf

If NICE gives GDR the thumbs up - and all the signs are looking positive- then the next stage would be a licensing deal or a takeover…

Good luck, Brighty

Follow the money: £33.99k buy just now....
23-Mar-23 15:57:34 38.50 88,293 Buy* 37.50 38.50 33.99k O
Good luck, Brighty