Member Info for Chelsea11

Not at the moment. Profit takers out there at 70p. Understandable given the rise YTD.

Still think the best de-ramp ever was Haribo and his cardboard labs

Thanks Troajan.

And all on a Friday going into a Bank Holiday weekend.

Very nice.

Anyone got Level 2 and can see what’s going on?

Possibly you’re right Chester however the overarching message from the info at the link I provided clearly shows reform was needed at MHRA to speed things up across clinical trial regulation. At least that was recognised and is now in place - just!

There are also some very interesting articles on the web of cases where MHRA approval of drugs was not given following FDA approval and in fact drugs needing to be later withdrawn from FDA jurisdiction. They are easily found.

Every day is a school day here eh!

I’m not sure it’s a “technical” reason as such Chester. Have a look at this link and note the date.

https://www.gov.uk/government/news/launch-of-clinical-trial-reforms

In laymans terms, MHRA seems to be much slower with approvals.

Been very quiet here recently and then WHAM!

London buses this week anyone?

Hmmmm not sure I’d agree it isn’t newsworthy.

Authorisation to potentially enter a new marketplace and provide life-saving therapies to that jurisdiction must surely be newsworthy.

IMO of course.

IF there is an RNS to formally confirm the Interim CFO position has been taken up, I’d expect Schilansky to provide some commentary, which would be the first time we’d have heard from him. Maybe you’re not interested in that but I am and sure others will be.

Oh and btw, the last “operational” RNS as you put it was 3 months ago, not 4.

Yeah I agree. My post was made to act as a reminder that it’s in just 2 days time that Sath moves on and Schilansky needs to be given a name badge officially at some point, as Interim CFO to replace the “Financial Advisor” badge he was given at the outset. That may generate an RNS which could of course contain nuggets of info as to the future direction of travel.

Well we know one thing is definitely happening this week.

Sath steps down this Friday (24th).

It wasn’t totally clear from the latest RNS the exact date the new guy picks up the interim CFO role as the wording was:

“ David Schilansky, a highly experienced senior healthcare executive and entrepreneur, and Entrepreneur-in-Residence with Redmile Group, has been appointed (with immediate effect) to serve as a financial advisor and shall become interim Chief Financial Officer (CFO) later in April”

We may get an RNS for confirmation on this point.

Private Punter won’t provide a response on this, the same as he didn’t last time I raised the point and also the same as the radio silence from Heejae when asked directly.

Draw your own conclusions!

A very powerful conclusion to have front, centre of your shop window at the industry’s premier conference.

Head turning stuff.

HAGW

Trump is again talking about slashing science budgets for 2027 (although of course Congress have the final say). Here’s some feedback in relation to NASA…….

NASA faces a 23% cut to its total budget and a 47% drop in funding for its science division. More than 40 projects would be terminated. “It’s an extinction-level event for science,” says Casey Dreier, chief of space policy at the Planetary Society, a non-profit organization in Pasadena, California, that advocates for space exploration. “It would undermine and prevent NASA from being the world leader in space exploration.”

Perhaps not directly OMG related but how can that possibly align with the Artemis project the US are busy happy-clapping and potentially (on a small scale), colonising the Moon and mining resources there in future??

Then again does anyone really understand the mind and motives of Trump.

And it is also well worth knowing this…….

Abstracts. The titles and text of the regular abstracts in Minisymposia and Poster Sessions, and the titles of the clinical trial and late-breaking abstracts, were posted to the planner at 4:30 PM ET on Tuesday, March 17. The text of the clinical trial and late-breaking abstracts will be posted to the planner at 3:00 PM ET on Friday, April 17, the first day of the Annual Meeting.

A few days prior to that I posted the link below (you may need to copy / paste the link into your browser bar if it doesn’t work here).

https://www.abstractsonline.com/pp8/#!/21436/presentation/12110

Bermuda then responded along the lines of it will be interesting to see if updated with survival data (as at the time the Poster was submitted and approved). Given the title of the Poster, I believe that’s highly likely and also will be pushed hard in any discussion.

Thanks for sharing your write-up.

It has now been a whole year since the Company said this………

“We are making strong progress towards becoming the 13th AWS Managed Service Provider in the UK”

Your last 2 write-ups where you have spoken directly to the person who said that a year ago have not provided any update or clarity on this point. If it isn’t covered in the Company’s own update expected in July, I’d suggest it would be reasonable for an investor (or potential investor), to consider those discussions as dead in the water.

I did think we’d see an RNS this week confirming AACR attendance next week but hey, we already know the Company plan to be there, so it no drama.

What does matter is that potential deal-making conversations go well. PFS prominent on the poster no doubt.

I reckon when Burble posted earlier today “something big is possibly brewing” he didn’t mean a large pot of Tetley’s.

If you look back to 2025 and exclude all the “regular” RNS like Results, conference attendance etc there were only 6 RNS continuing trial / business updates. That’s just 6 in 12 months, so it wouldn’t be unreasonable to suggest 2026 news flow is a similar velocity and that is how the CEO likes it (and me FWIW as prefer not to be bombarded with the kind of rubbish spin some other companies churn out in an attempt to look good and fool the market).

The picture is building here and significant news that the Company has signposted will land this quarter and/or news that no one here was expecting. if neither happens, I’ll eat my hat and yours.