Member Info for Citizenlane

there can never have been a better candidate for mass testing of the filter button than earache DYOR

a poster was aptly named, it was Earache.

This will end the day at

And what’s your point, caller?

That CF should turn around this company, create four new potential investment vehicles, quadruple the share price just for the love of it and out of the goodness of his heart? I don’t think he’s ever claimed that he’s in it for charitable purposes. The fact remains that his interests are completely aligned with those of shareholders, if you think his cut is too great, there are plenty other shares to invest in (though good luck finding a CEO that doesn’t expect to be rewarded for his risks)

What a curious sudden obsession

is ticking loudly now on spin-offs and news - these months of consolidation have no doubt coincided with furious work behind the scenes, we may well start to hear how those the benefits will start to be reaped at tomorrow's presentation imho, GLA

It's hardly news Paolo, the govt announced the investment in Porton Down last Oct at the same time they contracted Hvivo, Wellcome, Royal Free etc for the £40m challenge studies. The two investments are part of the same high priority concerted effort to make the UK the world leader in the virology market – the exciting, extraordinary part of that commitment is that Hvivo is the ONLY named commercial partner to date. Details were set out in Hansard, here https://hansard.parliament.uk/Commons/2020-10-20/debates/201020112000010/Covid-19Vaccine

if it was a FTSE100 pharma that was announced as producing unique Covid variants for testing under their own unique regime in their own unique private labs, share price would be very lively imho

and obviously same registered addresses Hvivo HQ in Whitechapel... watch this space

company details here: https://www.datocapital.uk/companies/Poolbeg-Pharma-Ltd.html

By my calcs, roughly totting up big sells since 1 April, Invesco's remaining 2.88% is now sold, or near as matters, my guess is that the significant selling this week has been the last of them. No way of knowing for sure obv...

Mikelma this WSJ piece links the Oxford trial with Wellcome and Hvivo (in the last paragraph) so I’d imagine that they are using Hvivo challenge model ?
https://www.google.co.uk/amp/s/www.wsj.com/amp/articles/covid-19-challenge-trial-will-purposely-reinfect-adults-11618786860

there was (an interesting) £150k buy at 46 near the bell

calm down dear

I agree, I'd imagine that much discussed $1bn for the core assets inc DiM would make him sit up - perhaps the reason no spin off of the latter is being touted before Christmas, while the other spin off shares/dividends will be pocketed before then. Pure speculation, obv, but hard to imagine there aren't a few potential takers

The likelihood of a takeover offer seems to me to have risen exponentially in the last week. The eye-watering potential of the DiM platform allied to the CHIM models - unique historical data in the former and very high barriers to market entry in the latter - surely make OO an extraordinarily tempting proposition for multi-billion dollar CROs in the US and Europe, not least our old friends SGS

Nah it’s just the early bird ten percenters taking their margin, it will fly later imho

And worth remembering the cool fact that it relies on unique disease progression data going back 60 years from the Salisbury cold and flu clinic and subsequent flu camps. No one else had that. Not to mention the unique covid data from forthcoming CHIMs. Which wearable can afford to be without it?

Hi Thinice, I was invested in Fastnet also, and heard those presentations. It's worth noting that the whole stated reason that CF got out of Oil and Gas and into Pharma Services was precisely that which you point out - that with any explorative or R & D heavy operation, however well run and planned, there is always the big chance of a duster. I think he has always had the capacity to be a great fully-invested-for-growth CEO, but he was in the wrong field. I like to believe with Fastnet he made some of the same investment mistakes I've made (sniffing for the overnight bonanza). It's not exactly slow and steady here - the business has grown very quickly particularly with the timing of the pandemic and the shift of attention to CHIMS and virology - but I think Fastnet taught him that firm foundations and solid cash flow and contracts are what its all about, not the expensive lottery of one-off drills.

will have to grow exponentially. CHIMS inevitably will have to play a critical part of this

https://www.google.co.uk/amp/s/amp.theguardian.com/world/2021/mar/30/new-covid-vaccines-needed-within-year-say-scientists