Member Info for Chelsea11

Posted on 3rd Nov………

“Groundbreaking Science” (so says the Chairman in Results RNS) under discussion in San Diego later today.

Groundbreaking - Trailblazing, Cutting-Edge, Spearheading, Trendsetting, REVOLUTIONARY:-)

Revolutionary is the next word up ;-)

Not much "Feeling Good" here currently, however it will soon be "Beginning To Look A Lot Like Christmas".

Anyone expecting inflection points in the next few weeks is most likely to be disappointed imo. Why? Because the Company provided a clear Outlook in the latest Results as recently as just over one week ago.

· Second stage of SCOPE study in advanced melanoma with SCIB1 anticipated to complete recruitment by the end of 2023 with data available in H1 2024

· iSCIB1+ planned to be included in the SCOPE study. Protocol amendment pending MHRA approval

· Phase 2/3 seamless adaptive registration trial with SCIB1 or iSCIB1+ to begin in 2024

· ModiFY trial to continue recruitment in the expansion cohorts with early clinical data expected in 2024

· Continue to assess out-licensing options for the GlyMab® and AvidiMab® platforms providing a source of non-dilutive cash to drive our other assets forward in development

Only one or more of these will potentially move the SP north directly - not attendance at a conference (although a positive thing in itself), nor adding a poster to the website, nor an investor meeting (you will be told the same info you already have ie. the above).

As I posted yesterday, my expectations are for the rest of this year, are limited to the AGM and hopefully, MHRA approval for iSCIB1+. Others expectations are of course available :-)

Approx 5 weeks to December Results RNS. The AGM Statement on trading was positive, which is again reflected in the general wording of this latest acquisition update to the market. I believe what the Company says in December will finally put to bed the utter nonsense bleated repeatedly here in the Summer, about little growth in the Company and acquisitions being a distraction. Not long to wait.

GF - you should ask ChatGPT.

TF will love that lol

Very unlikely a trial “result” will be included at the AGM imo Drac.

Nov/Dec last year was pretty much a news void but I’m still hopeful we’ll see MHRA approval for iSCIB+ before 2024 and we already know they plan to complete recruitment to the current format SCOPE trial this year.

If that happens, I would say purely from an investment perspective, it would be bonkers to sell up now, ahead of a SCIB data readout in H1 2024, given prior encouraging updates. However I do understand folks have many personal reasons for selling.

That is aside of course from Modi news updates (although I’m not expecting that this year myself) and other product / platform deals, which are even less predictable.

AGM & iSCIB+ for me. Anything else a bonus.

Thanks CW.

Reckon the key words there are “busy schedule of partnering meetings”. That implies meetings with industry players are already in the diary and consequently, more exposure guaranteed.

From the Half Year Report 25/09.

“and as expected, we will be launching newly developed products in the second half of the year and increasing our distribution points in the UK, which will both contribute to the expected stronger revenues in H2”

Nothing new yet on the website, as far as I could see.

Precisely my point Ray. To be fair though, the trail was initially started as “fun”.

Lindy did also say at the last conference, “I’ll be back”.

There are far more intelligent robots to ask for an accurate response.

https://www.youtube.com/watch?v=uJA0G_nw1e0

Well if it didn't say 8 quid, surely it's broken.

ChatGPT 1984 style………

Cleaning Man at Flophouse: Hey, buddy. You got a dead cat in there, or what?

[the Terminator visualizes: 'POSSIBLE RESPONSE: YES/NO; OR WHAT?; GO AWAY; PLEASE COME BACK LATER; FCUK YOU, A55hole; FCUK YOU']

The Terminator: FCUK you, a55hole

“Jean-Michel Cosséry appointed as our Non-Executive Chairman, bringing over 25 years of healthcare experience and a sustained global track record of success”

Knows what he’s looking at?

“Groundbreaking Science” (so says the Chairman in Results RNS) under discussion in San Diego later today.

Groundbreaking - Trailblazing, Cutting-Edge, Spearheading, Trendsetting, REVOLUTIONARY:-)

HAGW

Based on 2022 timings, we should also see Notice Of Results soon, for the 6 months ended 31st Oct and the results themselves, in the first half of December. That will hopefully underpin the “in-line” statement from the Company and as a consequence, fuel more upwards momentum into 2024.

Thanks for response but I don’t interpret reference to the last 6 months in the way you do.

“ Attractive financial profile: The business has a profitable track record over the past five years, driven by an average annual growth rate in revenues of 6%. In the year ended 28th February 2023 the business reported unaudited revenues of £3.4m and an EBIT of £0.8m. Trading over the past six months is consistent with delivering a further improvement in performance. The acquisition is expected to be immediately EPS enhancing.”

I read that as just saying in the last 6 months, they have continued to increase revenue & profitability, as they have proven to do in the past.

Based on recent RNS, Team Ramp confidence seems to outweigh the doom of Team Damp ;-)

JB1 - yes, per 08:00am.

Late breaking Abstract submission deadline Sept 6th.

Could also be that there is one or more other acquisitions in the pipeline that tie-in. We know they have plenty of financial firepower still in the bank.

I wasn’t expecting the SP to explode North today (and am sure you weren’t either) but I do think this acquisition will in reasonable time, prove both complimentary and add value. One thing I particularly like about IVS, is the business they have carved out with household name / blue chip companies. That business wouldn’t come through the door continuously, if the products, support and management (being kept on) were not high standard. More doors will open I believe, leading to that value-add.

But as you say Trotsky, we will see.