Member Info for Citizenlane

Pedants corner: “Mid January” means 11th -20th in my - and Google’s - understanding. Any time this week is on schedule atb

Thanks Sparmada. Like the pope’s white smoke. Monday RNS we reckon?

Interesting buys - & a Thursday RNS always more likely than Friday …

There’s a trading update later in the month 888, perhaps wait for that or do a bit of research. Key fact is that Hvivo has a unique global position in a growing urgent market. No real competitor and very high barriers to entry. And major pharmas increasingly persuaded of need to accelerate trials in suddenly crowded space of infectious disease neglected for many years. Contracts getting larger all the time, v exciting to now have a SE Asia market. Crazy low valuation imho given potential and add ons in terms of data etc

Bob, glad to feed your (arguably unhealthy/borderline pathological) obsession, as you'll be aware predictions don't come with time frames, plenty of scope for growth from this position imvho, but other stocks are available - happy new year!

Share overall frustration but just making the point that Aim stocks fluctuate massively on low volume - pessimism this week prob just based on someone needing to pay for Christmas. Lots of positivity in advance of Mo’s January update imho - let’s see where this is in a months time - great time to buy at these prices

Based on 10 trades?

A few folk cashing in to pay for their presents/turkey/gas bill nothing else to see here, good time to buy otherwise roll on January and Southwark, happy Christmas one and all

A few folk cashing in to pay for their presents/turkey/gas bill nothing else to see here, good time to buy otherwise roll on January, happy Christmas one and all

As ever minimal volume and usual cast exaggerating risk and spreading fears - no way that CF as director can sell under radar as they well know. Roll on trading update and some of that £300m enquiry pipeline hardening into contracts. Cheap as chips at these prices imho

Very impressive interview, well worth a listen, and bullish about January trading update, SP will start to catch up imho

"the sales pipeline of challenge trials being discussed with clients is valued at over £300 million..."

no mention of it anywhere on Investec site as far as I can see, not sure they have ever done notes on IOG, best assume it's made up unless Ronnie can supply a link

Some interesting context here, suggesting Vaxart Hvivo COVID-19 trial either has begun or is imminent, and potential for Codagenix etc too. Plenty of scope for comparative trials of new generation oral and nasal delivery Covid protection among the already vaccinated imho. As Mark suggests, can't see much downside at this price going into New Year. Chunky buys suggest others agree
https://pharmaceutical-journal.com/article/feature/why-mucosal-vaccines-could-be-vital-to-getting-ahead-of-sars-cov-2

RSV is likely to become a bigger story over the winter imho. Hvivo in prime spot to accelerate vaccine and capitalise.
https://www.theguardian.com/science/2022/dec/09/rsv-tripledemic-us-europe-covid-flu-respiratory-syncytial-virus

Interesting and positive results it appears. Also, potential synergies for next stage of trial with Hvivo: "Next steps in the development of AGS-v PLUS include assessing clinical efficacy in areas endemic for mosquito-borne diseases. Controlled human malaria infection challenge studies where infection is transmitted by the bite of infected mosquitoes could also be used to evaluate efficacy of the vaccine and investigate correlates of protection."

Docs are quite recession proof it always seems to me, they are built to last so good Xmas pressies all round. Got to be a buy at these prices, massively oversold on what looks like a strong set of figures

ditto Mcsq, and Sunak has reinstated UK ban on fracking...

interesting how they emphasise new opportunities - when are the new licenses announced? Can we assume they have put in bids for more hub-adjacent prospects?

pretty weird to be pumping poolbeg and trolling open orphan. Each to their own I guess, but just makes you sound like a total muppet