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See below. AZN�s respiratory pipeline not progressing as they would like....wonder if they regret ditching the licence agreement? Given our recent focus on COPD, is another licence deal in the offing? AstraZeneca provides update on GALATHEA Phase III trial for Fasenra in chronic obstructive pulmonary disease GALATHEA Phase III trial did not meet the primary endpoint of a statistically-significant reduction of exacerbations in patients with COPD

I don't get it either....It's not the first time US / UK biotech valuations have made no sense. If you were Serepta, why wouldn't you use your expensive paper to takeout Summit? At 5.8bn, you could afford to make an offer to the Summit board it simply could not turn down....

As predicted on this board....good news for us... Sarepta�s approval for eteplirsen�� or Exondys51�� in the US remains one of the most controversial OKs in FDA history, earning a rare label that says the biotech has yet to produce evidence the drug works. But lightning won�t strike twice on the regulatory pathway for this biotech. The biotech reported Thursday afternoon that the CHMP is prepping a negative vote, barring the drug from the continent. And Sarepta shares immediately tumbled 5% in after-market trading.

agreed..the other thing that the market overlooks is Barlow, the CEO. he's the real deal....no large pharma is going to partner with a discovery engine unless the credibility of the management is extremely high. it is here. the market just hasn't got around to discounting that yet....

It feels significant that we have a specialist biotech / pharma fund taking a chunk of stock off a capitulating generalist. The key point is that Healthinvest just don�t need to �go there�. They have all of global small cap pharma to play in so why invest in a company which is up for sale after a US cough and cold failure? The only reason they�ve turned up is because of significant risk reward. Hope so anyway! This has been a traumatic ride - deep value that really has plumbed the depths. Note, Healthinvest also invested in Summit Therapeutics last month. They�re smart....

we've just got to wait for Miton to finish selling. that's the only reason we are here, surely....(plus some year-end tax-loss stuff). as someone else wrote, it has to be nonsensical to be below the share price we were at last year when there was zero news on gib and when the capital position was a lot tighter than it is now. i did have a look at the most recent miton micro-cap portfolio update letter...it said that they'd moved away from stocks where there were delays in cash realisation.....i guess, despite all our excitement over gib, gib is a one-off and an institution like Miton might chose to look thru that. In core operational terms it's still is a story for tomorrow - particularly the membrane biz where the order momentum has got to build. the monitoring biz is a nice little self-contained business that is already washing its face (just).

A blow - excuse the pun - to an erectile dysfunction peer/ competitor product....it�s too expensive to hit FDA requirements...rights to be sold. FDA Confirms Vitaros Regulatory Pathway �Company Seeking Partner to Develop Vitaros in U.S. Company Evaluating Strategic Alternatives SAN DIEGO, April 16, 2018 (GLOBE NEWSWIRE) -- Apricus Biosciences, Inc. (Nasdaq:APRI), a biopharmaceutical company advancing innovative medicines in urology and rheumatology, today announced the outcome of its end-of-review meeting with the U.S. Food and Drug Administration (FDA) on the New Drug Application (NDA) for Vitaros(TM)�(alprostadil, DDAIP.HCl), a topical cream for the treatment of erectile dysfunction.� The preliminary end-of-review meeting minutes support a plan to address issues cited by the FDA in its February 15, 2018 Complete Response Letter (CRL) for the Vitaros NDA.� Specifically, the FDA confirmed during the meeting that the company should develop a new Vitaros formulation that reduces the concentration of DDAIP.HCl from 2.5% to 0.5% in order to address the tumor promotion and partner transference safety concerns noted in the CRL.� The FDA also confirmed that two new Phase 3 clinical efficacy trials with the reformulated product should be conducted prior to resubmitting the NDA and that the trials should include an assessment of the potential risk of enhanced sexually transmitted infections with the new formulation. In addition, the FDA requested certain pharmacokinetic assessments that we expect can be completed as part of the requested Phase 3 program and any additional clinical or commercial safety data generated prior to a resubmission. �Lastly, the FDA stated that the Chemistry, Manufacturing and Control (CMC) section in the resubmission will need to be updated with data generated during development of the new formulation. The FDA previously issued a CRL for the Vitaros NDA, indicating that it could not approve the NDA for Vitaros in its present form, identifying deficiencies related to CMC and whether the modest treatment effect of Vitaros outweighed certain safety concerns specific to the 2.5% concentration of DDAIP.HCl contained in the current formulation.� "While we are pleased that the FDA has outlined a clear regulatory pathway for Vitaros, which we believe provides a path to approval in the U.S., the cost and timeline associated with a reformulation effort and completing additional phase 3 clinical trials exceeds our current resources and our ability to raise additional capital.� Therefore, we have initiated discussions with interested parties for the U.S. Vitaros rights to enable its continued development and potential approval in exchange for financial terms commensurate with a development stage asset.� In parallel, the Board of Directors has determined that Apricus should evaluate strategic alternatives or othe

It takes a long time for global consumer groups to take the plunge and change formulae/ingredients. I guess if it's not actually broken, why take a risk in trying to fix it? But the environmental and performance pressure is really building now. They know they've got to get on with it and prove sustainability. It is just a matter of time and patience, as you say, chilting. I think the exciting thing that people have overlooked is that once you're supplying this stuff, you are guaranteed to be doing so for many, many years because the same conservatism that made adoption slow makes replacement or use of another supplier very unlikely.

Have pasted a link to a very comprehensive paper in a top scientific journal looking at the role of the biome in oncology. It concludes that: the age of the microbiome is upon us. Bodes very well for our forthcoming oncology trial announcement. Buy. http://www.cell.com/cancer-cell/pdf/S1535-6108(18)30120-X.pdf

Soya prices in major producer countries ex-US are accelerating as the market digests impact of Chinese tit for tat trade tariffs. This bodes really well for our auction in q3....Brazil is one of the key players....

there's no price target because it's paid-for-research by the research-only company, Hardman and it is not meant to be objective. Also because it can be distributed to all sorts of investors - unsophisticated, etc. they can't be seen to induce you to 'gamble' by setting a price target. It's for 'information only', not an invitation to trade. the usual mainstream brokers can only put price targets on stuff that they distribute to professionals and when they can show that their research methodology has been objective (which, clearly, we know not to be the case at times). TRX has no real right to be down here at 8p. Am really looking forward to a bit of momentum in the stock because you can sense the growing operational momentum in the expanded joint platform of Cellright and Tissue.

I honestly don�t know. I�ve bought and sold all the way up and back down...am now underwater like everyone else. What I do �know� is: 4D and Vedanta (majority owned by London listed Puretech) have the broadest and deepest patent estates, globally (US, really) That investment themes ebb and flow and that the microbiome theme isn�t going away anytime soon, so it makes sense to buy when others are looking elsewhere That the chairman and ceo at 4D are hyper commercial and very clever (checkout wiki on Dave Norwood during his chess grandmaster days; he now looks after the majority of science innovation coming out of Oxford). That we will be launching up to four clinical trials this year, including oncology. That the business is worth a lot more than when it was back at this share price week�s after it first IPO�d. Good luck!

Swiss buyer of a US microbiome player announced today..useful reminder that m&a is the likely endgame for us here...4d�s development programme far more diverse than Rebiotix.... 4. Ferring buys up PhIII microbiome drug with acquisition of Rebiotix by BRITTANY MEILING A Minnesota company working on a drug that could be the nation�s first pill packed with microbes has been snatched up by Swiss drug maker Ferring Pharmaceuticals. The startup, called Rebiotix, was acquired in a deal that closed Wednesday with undisclosed terms. The company is developing a fecal microbiota transplant dubbed RBX-2660 that�s currently in Phase III trials. It�s being tested against an infection caused by C difficile, a bacteria that can induce symptoms ranging from diarrhea to life-threatening inflammation of the colon. The infection often occurs in older patients in hospitals or long-term care who happen to be taking antibiotics for a long period of time. Ironically, the standard treatment for C diff is to take the patient off the antibiotic that caused the infection� and then put them on another antibiotic.

From today�s Endpoints feed...: �Novartis-backed Conatus highlights a silver lining, but PhIIb NASH setback causes whiplash in share price...� Share price was down 35%... For info, there was a $50 ml upfront payment and up to $650 in milestone payments behind the Novartis / Conatus deal....- just to give some context to our fibrosis opportunity ...

If I had a good results RNS to put out next week with a focus on future growth, I�d want to make sure there was no fly in the ointment, nothing that the bears could use to blunt the message... that�s my optimistic interpretation of their tactics today.....get this small and irrelevant piece of historical revenue sequencing out of the way and then tell a great story....

https://www.marketwatch.com/story/prothena-shares-surge-on-celgene-collaboration-2018-03-20 And y�day we had a successful funding by Oxford Nanopore....I think WPCT�s luck has turned the corner. Buy.

agreed...don't forget other listed names like Diurnal (45% owned) with a market cap of over �100mn now, Xeros, and the real dark horse, Actual Experience (ACT LN), which should start producing some really impressive revenue numbers this year via its channel partners like vod, verizon, accenture...On the unlisted side, people just see Nanopore. but they're missing lots of stuff - like Psioxus, with whom bristol-myers signed a deal late last year giving psioxus upfront payments of $50mn and upto $930mn in a licence deal with one of psioxus products. There's a lot going on and the Touchstone Innovations transaction has meant no-one on the Street has written about this company for getting on for a year. If you throw in the recent institutional seller, I think this is a stunning buying opportunity - but i did think that at 115p! good luck.

nothing to worry about. the PM went to Lombard Odier in Jan and they've just hired another PM to come into replace. the performance of the two funds likely to have held Nanoco was awful - both at the bottom of the the league tables out of many other pan euro funds. the new person is clearing out the 'deadwood' as he sees it and nanoco will be sold down to zero by Cogefi without the PM really ever taking the time to look at it. he wants to start again with his own ideas and I guess I don't blame him. for investors like me who didn't get up to a full weighting before the stock rallied hard a few weeks back, this is a good chance for me to top up on any weakness.

Agreed. There are risks but they�re well known. The opportunities have been overlooked - as has the likelihood of a bid. The smart money will buy this divi cut because it confirms the sustainability of investment and therefore future earnings potential. The stock is very likely to end up on the day.

MISSISSAUGA, Ontario, March 08, 2018 (GLOBE NEWSWIRE) -- Hydrogenics Corporation (NASDAQ:HYGS) (TSX:HYG) ("Hydrogenics" or "the Company"), a leading developer and manufacturer of hydrogen generation and hydrogen-based power modules, today reported fourth quarter and full year 2017 financial results. Results are reported in US dollars and are prepared in accordance with International Financial Reporting Standards (IFRS). 2017 Highlights Record fourth quarter and full year 2017 revenue of $19.5 million and $48.1 million, respectively, up 124 percent and 66 percent, respectively, compared to the prior-year periods Fourth quarter 2017 gross margin of 28.6% compared to 22.5% in the fourth quarter of 2016 Breakeven Adjusted EBITDA 2 in the 2017 fourth quarter versus a loss of $1.7 million in the prior-year period Increase in total cash to $22.4 million as of December 31, 2017, reflecting $6.5 million in positive cash flow from operations during the fourth quarter �I am pleased to announce record results for both the fourth quarter and 2017 as a whole,� said Daryl Wilson, President and Chief Executive Officer. �We posted revenue of $19.5 million in the final three months of 2017, driving top line performance up 66% to over $48 million for the year. This clearly illustrates the increasing demand for our proprietary applications, the breadth of our product portfolio, and the desire of many nations � particularly China � to move towards hydrogen-based energy solutions. Our Chinese revenue was strong last year, as we continued expanding our presence and the customers we serve across this robust market. Going forward, we remain bullish on the fuel cell mobility space, whether for buses in China, trains in Europe, or trucks in North America. �At the same time, our gross margin rebounded by over 6% to close to 29% in the fourth quarter, benefiting from product mix as well as higher economies of scale, which we expect to continue given the strength of our backlog and current trends within the industry. In addition, our total cash balance rose to $22.4 million at year-end due to improved financial results and resulting positive cash flow from operations. We believe 2018 will be a year of strong growth and improving performance, which should leave the Company well positioned for higher shareholder returns going forward.�