Member Info for bunsenburner123

Being 'registration grade' means 'potential' is massively skewed into investors favors. And certainly in the near term - weeks to months

'Potential' becomes more significant when waiting for the results. However, when the results are due, I wouldn't mind betting the SP will be near triple digits

Might be hard to believe now but from sub £10m cap, it could come a lot easier than one thinks

End of P3* sorry typo 🤦‍♂️

It’s almost unheard of - at sub £10m mkt cap to have to the top level accreditation - ‘REGISTRATION GRADE’

Most P2 trials aren’t registration grade

It means, amongst other things since as credibility etc but also - if successful, they will be able to license the drug before or bypassing P3

Ie by the end of P3 this could be, COULD, in excess of £500m and taken out by big Pharma

DYOR guys and GLA

Imminent

For me this is a load up stock and wait for 10x this year

CEO took c£100k recently

Just research REGISTRATION GRADE… and you’ll understand why @ sub £10m cap this is going places

Everyone needs to research the significance of ‘registration grade’ P2 in human cancer trial

It’s literally unheard of at this mkt cap

We’re priced as a pre clinical Pharma, it P2

Registration grade also means if all is successful, can bypass P3 an straight to licensing 🤯

absolute disgrace why does this company exist. it just takes money for vanity projects and ****es it up the wall

Yup...

And who has potential USA funding??

Yup, Altona

What most Phase 2 trials are vs registration-grade

Typical Phase 2:

• Small

• Tests dosing

• Looks for signals

• Often not strong enough for approval

Registration-grade Phase 2:

• Pre-agreed with regulators

• Powered statistically

• Uses endpoints regulators accept

• Built with strict manufacturing controls

• Often run under GMP conditions

👉 In some cancers — especially rare ones like Glioblastoma — a strong Phase 2 can sometimes support approval without needing Phase 3.

That is a BIG deal.

(Think time saved = years, dilution avoided = massive shareholder benefit.)

Agreed Lifeisgood

Wow. So even at £100m we would be unfairly valued, once we have first dosing confirmed

HEMO nowhere near the stage or certification level of CRTX

What was their mkt cap?

Do they have FDA ODD & MHRA? Doubt it, unheard of to have that level of accreditation

£7m mkt cap, normally see these sorts of values for pre clinical

GL holders, I’ve been in months waiting for FDA ODD & first dosing. Well timed anyone that bought first thing!!

Tbf theres been regular delayed trades

I felt as though the placing was clearing

And it clearly has. FDA ODD any day now

Now — Apply This To Tooru

You’re looking at roughly:

👉 £13–15M revenue base

So theoretical valuations:

🚨 Bear Case (market doesn’t believe growth)

0.4× revenue

👉 £5–6M valuation

(Still above today…)

⸻

✅ Fair Execution Case

0.8 – 1× revenue

👉 £11M – £15M

This is where most credible small food groups trade once investors trust them.

⸻

🔥 If OAF + Pulsin scale properly

1.2 – 1.5×

👉 £18M – £22M

Now you’re talking about a 5–7 bagger from £3M.

Not fantasy — happens regularly in this sector.

⸻

⚠️ But Here Is The Bit Most People Miss

Supermarket listing alone does NOT create value.

What matters is:

👉 Sales velocity per store.

Buyers remove slow products FAST.

The difference between a £5M company and a £25M one is simply:

Does the product leave the shelf quickly?

Early commentary suggests OAF is seeing:

👉 “week-on-week growth”

That is VERY bullish language in grocery.

Buyers care about one metric:

Sales per store per week (SPSW)

If that is strong → rollout → valuation explodes.

Great to see new faces!

I keep saying anyone that researches this will buy shares

Just Be patient guys - this could see pounds 200p 300p this is th type of stock to do it

Top level accreditation - MHRA for an in human cancer trial @ £5m cap is unheard of

MHRA means they could potentially license their candidate before P3 🤯

Tiny cash burn, basically a shell

Company right now with the cash burn so waiting is no issue

Exactly

This point is they’re are accepting licenses

There’s loads that are waiting. We won’t all get them at the same time

The new system is much quicker now, done electronically or something I read

I’m expecting a few weeks, that’s it

How did someone like your comment Sandyman 😂

🔥 The Number Almost Nobody Notices

👉 Exploration Asset: $73,260,053

And most importantly…

👉 NO impairment.

This is massive.

Let me explain why.

Auditors FORCE write-downs when:

• licences look doubtful

• projects may never restart

• economics deteriorate

Mining companies regularly take huge impairments when assets are at risk.

PYX didn’t.

That strongly suggests:

👉 auditors + directors believe the licence is recoverable.

This is one of the strongest subtle green flags in the entire report.

Retail never sees it.

Institutions always do.

Yes agreed. 2-4 weeks

Literally pried for failure makes this incredibly exciting

Assets worth £10’s of millions, Worlds 3rd Largest Zircon mine, more cash than cap

Once they have their license back, it’ll move 5x+ within a few sessions

Dude they’re not going to get their license back on Monday! It’s going to take a few weeks

Some companies have got their licenses back, the process has started but not everyone will receive it at the same time

Myself and the company are v confident in receiving it back, which means 2p is the first stop. You’ll have to wait longer than Monday though!