Member Info for Brondby

Dont obcess over price Joe. Buy when it drops to your target. Not a share to trade.

Settle in for the patient wait for a commercialised test.

Good! If they want to sell, the can sell at a pittance.

I'd rather buy at a pittance! 😀

Frustratingly yes, but i don't think the seller is done yet. Make them sweat and sell cheaply!

I am already pretty stacked, at prices between 1.59 and 4.47, so if i miss the bottom it won't matter too much.

We're letting the seller p*ss away their golden ticket Joe, before stepping in to mop them up cheaper.

As neilin62 said the other day, today's SP shows total disconnect from the actual value.

Let the seller sell. When they are done I'll be stepping in for even more.

go tell everyone on the gsk board that their 2.5billion china deal is bull****, widdy.

Joe,

Thats a bit random. I might as well point to

GSK signing a £2.5bn shingles vaccine deal with China’s Zhifei as a counterexample.

Nobody is relying on China in any case. Its one country in a global market.

Get the test out = MAJOR re-rate

Our closest reference point is OBD, which added around 55 million to market cap on commercialisation.

A similar rise would have ciz on 62 million, about x8 current market cap (or 16p ish). With improved overall market sentiment, it would be higher again.

Longer term, I could see it going much higher as the lateral flow style test is developed.

Incidence of prostate and lung cancer is similar in US, with prostate cancer a little higher. But offset that against higher lung cancer prevalence in China.

All arbitrary speculation until they get it out there I guess.

Didn’t last long. Price moving up.

Sell quotes currently coming back with higher price than buy quotes by 0.08p 😀

Investors are best steering clear of strawman timetables and arbitrary ducks from China.

We know the test is being developed on Biotechne platform, and it will be done in the USA by Corepath labs.

If it takes 1 month, 3 months or 6 months, nobody will really care after the major re-rate that will occur on success.

6 million shares for £200k at 3.395, that's what's cookin!

Highly unlikely those are still held by E3. SP was at 4.5p in March and 3p for weeks after that. Plenty of time to sell at higher price.

More likely traders selling for cost because CDT didnt multibag overnight.

All the better that weak hands are out before any big news.

Solid buying this am.

Confidence

On the contrary Joe, the put option cost CIZ £115k and is now worth $783k on current CDT valuation.

So about 5 or 6 times what we paid.

The 5% economic interest in AZD1656 (notionally valued at £3.25 million) was a paper valuation, totally illiquid, which would have been worth nothing right now.

What we have gained is liquidity of assets. We could choose to sell now for circa $700k or,

If AZD1656 ever becomes a success, that will be reflected in CDTs share price in future, and will be worth more.

Joe,

I'm still waiting for you to explain how ciz would be better off had it not obtained or exercised its Put option?

Obviously would have saved the 115k or whatever it was to buy the option, but that seems small fry, less than our market cap changes on a daily basis.

So tell me why it has been a disaster?

The LDT Trials will be in the US, specifically Corepath labs.

AS states that in Stock boz interview (see Traxperns link below).

Nothing to do with China.

And based on past experience (BioTechne RNS) they may tell us the trial has been successfully completed before we even knew it had been commenced.

Not great in terms of comms, but another reason to be in, rather than sitting on sidelines.

I do get the impression ciz has been deliberately avoiding hype since the spike in SP back in March.

Anyway, I'm already in at a wide range of SPs above and below todays SP and I'll be adding more if it drops.

THGambler, I refer you to #obd.

SP falling all the way in the run up to its prostate cancer test. Then rockets x4 in a couple of days.

The sad state of the market right now, is that nobody values anything until its done and delivered. You can see that across the board.

But you can at least buy shares now cheaply, they are yours until you choose to sell them.

I believe the test works (there is years of research behind it and you dont go to clinical trials for a test unless you know it works). But nothing (mostly timescales, and funding) is certain. Hence some folks would rather sit on the sideline. Good luck to them buying in any number once test commercialisation is announced.

Tell me Joe, If ciz had either not obtained or excersised the PUT option, how it would be better off now?