Member Info for Compoundinterest

Major Shareholder listed updated on website (MARCH 15th):
Major shareholder Number of shares Percentage holding
AXA Framlington 23,848,884 8.7%
Octopus Investments 21,875,000 8.0%
SPARK Impact 16,186,446 5.9%
Seneca Investment Managers 14,932,071 5.4%
Chelverton Asset Management 12,500,000 4.5%
RAB Capital 8,750,000 3.2%
Newlands Capital 8,314,815 3.0%

https://evgen.com/investors/shareholder-information/

Some massive volumes yesterday, 2x 5 million trades and 1mil+ trade towards the end. Hopefully this is the end to the overhang selling.

Relief... the all important efficacy review coming in Q2. Fingers crossed.

Hopefully the 7mil trade is towards the end of the sell overhang. Hopefully now it is clear that the main seller has been Richard Griffiths. For those who missed out on the overly subscribed OO, it creates an opportunity to buy in at similar levels. Fingers crossed the news of the ARDS clinical trial works and that the studies continue. This would be an inflection point for this company. Also look forward to news on the breast cancer developments, SHP2 and the “compelling new data” for Glioma. Watch outs for me are potential licensing deals with big pharma for any of these would be a significant milestone.

It seems the SP may remain at these levels or lower until our seller is out. Seems they still have an overhang to clear. I am guessing it might be SPREADEX offloading as we saw the RNS announcement of threshold crossing on 10/02/2021 from 3.87% to Less than 3%... it's almost been a month so shouldn't be much more to offload unless someone is joining too. Another possibility is InterTrader Limited, these CFD spread betting platforms don't tend to hold for very long. IMO DYOR

Absolute joke

Oxford Nanopore does not compare to Exscientia. I think the closest match is BenevolentAI, they were valued at around $2billion in previous funding rounds

I agree.. Exscientia should be worth much more.

The world's biggest asset manager is backing a British company which uses artificial intelligence (AI) to discover new drug molecules as part of a $100m fundraising that puts it firmly on course to achieve coveted "unicorn" status.

Exscientia declined to comment on its latest valuation, but sources indicated that it was now worth in the region of $650m.

https://news.sky.com/story/fund-management-giant-blackrock-backs-100m-injection-into-uk-drug-developer-exscientia-12234979

Nice to know a total over-subscription of approximately 58 per cent. of the available Open Offer Shares. MM, do you know when the updated IIs shareholders list be released to learn who are our new investors?

IMO MM's opinions and comments have been very insightful and valuable. It would be great if more contributed to this forum. An easy solution Star and SSB, If you don't like his posts then just block him. I very much like to see his regular posts.

This seems to be the doing of an II who is holding sizeable number of shares... rather than individuals who do not have much entitlements from OO. MMs seem to have endless supply of stock to sell. If i was to guess, I think there could be a possibility that SpreadEx and InterTrader who took up their entitlement and forward selling to profit the difference for arbitrage. Who knows?

Who is selling at these levels? Is it InterTrader, Spreadex or Richard Griffins or retail investors? Can't get my head round it, 13mil cash in bank and a lot of potentially transformational upcoming news flow in H1. Bizarre.

Significant amount of research conduct on Sulforaphane
1) Bagged £11 million with New Investors
2) Company valued at 12m market cap only.
3) SFX-01 for Covid-19 Clinical Trials recruited 100 patient milestone!
4) SFX-01 inhibits SHP2 which is HOT right now with massive double digit upfront milestones and royalties in recent licensing deals.
5) "highly positive data for SFX-01 in pre-clinical models of glioma and glioblastoma."
6) "SFX-01, has demonstrated efficacy in a Phase II trial for advanced metastatic breast cancer." de-risks pipeline as it has been treated over 150 patients in clinical trials demonstrating great safety profile.

Plenty of news flow in H1 and with new investor backing, this company is IMO at an inflection point. DYOR, IMO,GLA

"Placing also brings a number of new high quality shareholders to our register", wonder who these are..? look forward to learning these New shareholders soon. Would add further credibility if from specialised biotech IIs.

New range of CBD wellness products gonna be launched this year Q2.. very exciting.

No stock available to buy... onwards and upwards :)

Very exciting times for the company. Amazing progress made for a small biotech like Evgen. At 25mil market cap with expected 11 mil cash in bank IMO significantly undervalues this company. Looking at serious rerates on short term news. Onwards and upwards

I agree with u MM. Amazing science, research and team behind this. Very surprised it has reached this level. I look forward to topping up at relevant time points; for now I will wait until the seller is out cos it looks like they are not done just yet.

Don- why dropping? I think the main thing is we are not expecting any profitable news in the next few months at least in the short-term.. so those people may sell for opportunities elsewhere as the short-termism is giving priority to immediate profit. In addition growth in France will need investment eating in to the cash pile which will need some time before we see results from the investment. Solid company but animal spirits and short-termism wins for now. This IMO presents a bargain opportunity to top up, especially anywhere below 4p.