Member Info for bunsenburner123

HEMO holders would be interested in your thoughts on #CRTX - P2 in human cancer trial… REGISTRATION GRADE & still sub £10m mkt cap

Bought a few

If you hold until the trial shows positive results then yes absolutely I would be amazed if this isn’t in the pounds. You have to remember this is a registration grade study which means if it is a success they won’t need to do a phase 3 and can license the candidate before or not needing phase 3

It’s actually truly astonishing to think the market cap is where it is with the top level accreditation

Agreed and is probably why the private sector are more than happy buying assets at NAV

There it was - another £10k buy

Absolute beasts loading. Looks like so much stocky money, HUGE catalyst coming up 🔥

It’s positive. The further the actual bid is from the advertised the stronger it is.

Basically one more buy will likely the tick the SP

Up. But one sell and the bid is still strong. It’s just moving through the gears.

Expect a tick up soon on not much

UK 10 year gilts at one year lows

The best indicator for the SP increasing

UK 10 year gilts at one year lows too

The best indicator for the SP increasing - if the 10 year drops the SP should rise dramatically

Bid over 15p too super strong

Ticking up ready to attack 20p

Hoping for a spike to 30p on FDA ODD

Let’s see

No divi cut, very impressive!

Uk 10 year gilt the biggest driver for the SP

Expecting a drop to year lows today. Let’s see. Super bullish for UKW

Short term: Positive

Medium term: Potentially very positive

Long term: Excellent backdrop if rate cycle turns

This is the type of macro release that quietly forms market bottoms

10 yr gilts at one year lows yet the SP is also at one year lows. Me think this can’t last!

Closing strong

Should be a good day tomorrow

“At £8m, an FDA ODD decision would be a strong validation signal and would trigger a sharp re-rate by improving partnering appeal and lowering perceived risk. Market caps at this level are very rare at the phase 2 stage”

Agree with your first points

But what constitutes a good investment? This for me is something you go big in and hope for 10% return. 10% is a good investment if you’ve got big money in

Currently I’m 3x divis in but down c8p down capital appreciation so nearly b/e. About 7 months in. Sadly I bought days before the consultation. That being said, I only need 105p to avg 10% annually. I’m expecting 115p+ in the coming 12 months so hence I see this as a v good investment for big money

Exactly. Buying just before interest rates rise is infrastructure suicide

Conversely, buying now when they’re dropping is not

They’re slowly dropping but it will catch up with itself and the moaners will still be the moaners as they’ll moan they didn’t buy more

Bloody Nora someone’s loading heavy

Huge delayed buying