The latest Investing Matters Podcast episode with London Stock Exchange Group's Chris Mayo has just been released. Listen here.
If we look at the previous grant of options from last month Alexander Tarakhovsky was granted options which vest immediately. Vlad was not granted any during previous RNS.
Of course we're all hopeful this is milestone driven but could just be business as usual. Nice to see the option price is high at 7p though, that gives me a lot of confidence.
I watch Vlads activity on LinkedIn too and over the last 6 months he's been sharing so much Lilly stuff, in hindsight there was a clue there on the Lilly deal.
So far he retweeted 3 GSK stuff, if he does a couple more I'll consider it a clue.
The hemo/JJ work is on lupus.
Pumpky has said he's a man and has a wife
Nice to see PENN announcing the agreement too, unlike when the Lilly news came out and they said nothing.
We're on the same page!
Trading volume is so low, everyone sitting patiently for the news
What a poor contribution. Get out of here with that energy and your £300 profit.
Pumpky is here watching for a dip waiting to buy more. Looking for 10-15% gains here and there. Why's everyone bullying pumpky :(((
Very nice quickdraw 3.9m sit with me atm
We will hear something in September on CDX without a doubt, be it further extension, final results of the work or the deal.
How many shares have you collected now quickdraw?
Yes please find it sometime I'd like to see. The 12% deal with orgenisis I know about but I doubt that is what Vlad is getting at when he said immediate
I agree there is a longer term royalty element. But Vlad had said before that the mice will produce an "immediate revenue stream" and that he would expect hemo to become self funding based off mice sales. So that implies getting to the point where mice revenue >= average yearly cash burn (~£2m).
It's that £350k? And where did you find out the value of that agreement?
The only hemo revenue projections I've found were in the 43 North presentation from years ago, which if I remember right projected $20m in CDX sales for 2020. That projection is no longer relevant of course though.
Yeah I think it's a very long shot that hemo is involved in his anti-TNF work but could have supplied some mice, would be nice.
I'm really excited to see the revenue from these mice so far end of September.
Hi quickdraw, I think the registration link said to sign up by 5th August? Not 100% on that though
I'm not sure if this work of his is a part of hemo or not. Maybe this is something he's doing for Oxford uni? Anyone got some ideas?
Yep that's the one thanks tuan
you tu.be/Rulbe6djZk4