Member Info for bunsenburner123

Let’s see what happens today chaps 🚀

God that really is a good RNS:

“positioning irinotecan-ChemoSeed for rapid clinical adoption if successful.”

“Rapid clinical adoption”

Significance of registration grade is: the asset attractive for licensing or partnership before a Phase 3 trial is completed.

Hence - rapid clinical adoption

CRTX 90% score - why?? For me this has everything in place to be a mega bagger

A 3-6 month hold for 3-5x your money is how I see it

GLA

Why the market might react strongly

The current valuation is only around £8.5m.

For comparison:

* Plenty of UK biotech companies with no Phase 2 programme trade at £15m-30m.

* Successful Phase 2 oncology companies can trade at tens or even hundreds of millions.

Of course most trials fail, so you can’t value it on success today.

What I think

If I owned shares, I’d view this as one of the strongest possible pieces of news short of:

* actual patient dosing,

* positive efficacy data,

* or a licensing deal.

It’s not proof the drug works.

But it:

* adds cash,

* reduces dilution risk,

* validates the science,

* and funds progress toward the key value inflection point.

For an £8.5m company, I’d class this as very good news and probably more important than the recent placing itself, because it suggests respected third parties are willing to fund the programme rather than shareholders having to fund everything.

My largest position by a long way and for good reason

If you are unsure on the significance of FDA, read this RNS. It will convert this company, overnight, into a power house:

https://www.lse.co.uk/rns/GENI/collaboration-with-thermo-fisher-11oeg2ternx2x30.html

Flying higher thought you went all ETFs?! Btw I’d say the wrong time to go ETFs, US at ATHs looks stretched

Conversely, the UK small cap markets look super cheap

Especially NANO 🚀🚀🚀

Good post. Sensible. I think, IMO, it’s quite clear there’s going to be a decent move north, whether tomorrow or next week I don’t know but pretty confident there’s a solid move. Has risk of course - Hargreaves even specifically says so before you buy on this particular share! But these are the plays that can deliver

GLA and here’s to another good day tomorrow

Thanks

So anyway, who’s buying more tomorrow?

Very odd the market didn’t take this to even 3.5p given the v promising core’s and 4p money raised

I think it was a legal requirement to make sure the house was in order so to speak

Why??

Maybe because some game changing news is due to land.

Will it be tomorrow? I very much doubt it. Maybe next week though

Any dips I’ll take advantage

Dduyba that’s not correct:

Companies regularly disclose irrevocable undertakings in:

* delistings,

* schemes of arrangement,

* mergers,

* fund wind-ups,

* major asset disposals,

* reverse takeovers,

* other shareholder votes.

Laura - great posting. This is getting super interesting. Very excited

So as we closed at 265 we should theoretically open T 257.5?

*crying

Why the crib no emoji??

Oh baby there are hardly any shares available

whats that Mr CEO you want to take it private??!!!!! better get buying then lol

Offft, yup

MMs dropped the advertised when they had no stock left. classic little play

I think we're in charge here chaps

Yes laura NANO a super interesting play. Anyone not up to speed should certainly get up to speed lol

GENI lovely close

And dont discount SBDS - tiny market cap, Apple and Mars their customers, Dara Nasr on the board, £10m+ revenues, cash generative end of Q2 as per last RNS and all for c£4m. Absurd stuff

When is ex divi?

Strong close it looks like

Hardly any shares in the free float

Could get exciting