At £21.5m market cap with around £12m cash, £10.5 milestone payments from Juvenescence = total value of £22.5m. Seems like the pipeline is priced to fail... IMO upside potential from commercialising the following licensing deals with big pharma: - ARDS/Covid19 - first 100 patient data coming this month. - Metastatic breast cancer ('mBC') Successful Phase IIa trial and SFX-01 may suppress tumour growth in patients who have become resistant to CDK4/6 inhibitors. Now "starting dialogue with potential partners and/or funders of this trial". - SHP2 - Licensing deals hot right now for this indication! with upfront payments in region between $20-100m - Glioma - "Preclinical work should be completed in 2021" subsequently, CTA and/or Partnering discussions which could bring potential for licensing deal. - Juvenescence - £10.5 Milestone + future % royalty payments means nice future cashflow growth on sales when Juve starts selling their customised nutritional supplement.
IMO Massive upside potential for realising value in the pipeline with big pharma deals if further preclinical and clinical data supports. IMO the current market cap values the business to fail and I believe this company is a bargain at these levels. DYOR, IMO
Seems the magic hand of buying and selling is balanced at this level 8.5p. Those who wanted to sell have probably sold already and the potential NEW buyers are waiting on the sidelines until results day. I hope the slow announcement of results is a positive sign... one would expect to release bad news more quickly but who knows right... What I do know is there is action busy work behind the scenes with Prof C. and colleagues at Dundee reviewing and analysing the results and we have CEO Hwu Jones and colleagues probably busy working on deals on existing pipeline. GLA holders!
Hi guys, new to this board kindly introduced by D-Geeman from Eve Board. Stocks I am currently interested in are: Evg, Agl, Eve, FIPP, SCLP. -
IMO- AGL and Evg has quite a significant potential especially waiting on news about unblinding efficacy data on the first 100 patient data. Evgen's essentially a Covid-19 pill but also for indication of ARDS and respiratory disease which is massive in it's own right. Would be more than happy to to exchange ideas on any of these stocks and also learn of any new opportunities.
Sry out of topic but this is for @Geeman & Wyn (if ur still following) and anyone else who is interested; On another topic, have u had a chance to look at Evgen Plc? Selling "seems" to be over and reversal looks to be appearing. Waiting on efficacy data on the first 100 patients for development of Covid-19 pill. Would be great to learn what u guys think from a perspective of FA and TA?
D-Geeman- yes agree CC is excellent and probably the biggest reason for me buying back in. The previous management was useless and burned through cash without a clear marketing strategy... I also agree that better product innovation and an expansion of their product range portfolio will do the company well in the long-term. I am keen to learn more about % sales of other items compared to mattresses as people add extra things to basket.
A key point I'll be looking for in the RNS is about the French market and how's it doing.. I do not have much opinion about this market. But I am hoping they do not blow away the cash pile on France alone and maintain a lean approach to effective marketing. I prefer they stick to UK and Ireland and invest more on expanding product mix.
"If the Scheme is not approved by the Court, then Amigo is highly likely to enter into administratio25 May 2021 10:50
In previous RNS I found this statement, "If the Scheme is not approved by the Court, then Amigo is highly likely to enter into administration"... what are the chances now compared to the previous announcement? And what does that mean for existing shareholders?
In addition, I think there is a bit of a sweet spot right now for Eve Sleep and other mattress companies with the booming housing market as everyone is trying to buy a house before the stamp duty deadline in June. People will want new mattresses, pillows, beds++ for their brand new homes, so this year tailwind is looking positive for Eve in that regard.
Despite shops opening, over the past 2 years, consumer habits have changed; those who were reluctant to shop online have basically learnt how to and this trend will continue over the long-run. IMO,DYOR
12mil market cap with around 8m cash in bank.. at this SP, it's a no brainer for me.
IMO this company is significantly undervalued for such high equity brand with top management running this. I am optimistic that the current management namely CEO Cheryl, has what it takes to turn this business in to profitability. Added today. Also it's good to know that management have gradually been adding and have sufficient options and skin in the game. GLA. IMO,DYOR.
Hopefully some licensing deals behind the scenes for either one of the following assets would rerate this. CEO Hwu in previous investor video outlines strategy of partnering assets with big pharma... so look forward to learning any good deals of receiving upfront payments, milestone paymentns, % sales royalties: 1) ARDS 2) COVID 3) Breast Cancer 4) Glioma and glioblastoma 5) SHP2 And others. In addition, solid evidence from literature & peer reviews on Sulforaphane research; hopefully SFX-01 clinical data reinforces this.
RISKS/REWARD: I believe this investment has to some extent de-risked with £13 million in bank & upfront + milestones payments of $10.5m licensing deal with Juvenescence. IMO upside potential with their other assets is huge. High risk/high reward. DYOR, IMO
It would be pretty interesting if Evgen proves to be effective and also like Synairgen go down the same pathway of expanding their clinical trials in India as severe symptom Covid patients recede in UK which makes recruiting more difficult although those patients with ARDS symptom can still be recruited. DYOR, IMO.
It seems Evgen's trial design has in hindsight a significant advantage compared to Synairgen original design, since Evgen has designed their clinical trial more appropriately for patients who have difficulties breathing in a hospitalised setting.
I think will now SNG will adjust their phase III to that similar to Evgen and include recruiting those with severe symptoms such as difficulty breathing and needing oxygen which Evgen has already nicely designed for their Phase II/III trial under Prof James Chalmers with UOD. Results due anytime now in Q2 so hopefully SFX-01 is effective and works for patients!
A 2nd gen Covid-19 pill from UK, seems Evgen's SFX-01 aligns very well with Boris recent statement of developing a pill for treatment.
at 20m+ market cap; this has tremendous upside potential IMO and partly de-risked with 13m in bank and upfront and milestone payments of up to $10.5m licensing deal with Juvenescence.
Not to mention, exciting upcoming updates from pipeline such as Breast Cancer, glioma and glioblastoma, SHP2!!
300m Market Cap is pretty modest considering the potential of this tech to disrupt the market... further upside IMO. Morgan Stanley with 6.5% entered at a good time! I guess other IIs may be interested getting in while it is a bargain. IMO DYOR.