Member Info for Dicko80

Yes agreed, shortly after

So I don’t expect an RNS tomorrow as only 30th June but I do in next week or so

Sounding rather desperate now,

personal attacks and increased posting , someone’s a little worried

Roger likes to trash then buy in , just look at his history

All investors need to do is read the RNS updates and decide whether £2.25m mkt cap vs $22.8m deals is worth an investment

Then add in the additional shares you’ll receive for pleaides with phase 2 & 3 assets plus our lyramid portfolio

And That’s before the new business - potential revenue generating

Current mkt cap just £2.25m

Oncogeni deal $12m

This one sounds a bit more straightforward as it’s a family owned business , very wealthy and they dealing with the main man , Cassius family (maybe wrongly spelt, so apologises)

I think oncology is quite hot and in demand at minute, as per links on previous post , nothing was said to suggest otherwise regarding concluding the deal but my interpretation there may be more upside from $12m deal previously announced

I may be totally wrong, but my spider sense were tingling and although I expect an RNS in the next week or so , probably wouldn’t be right if they were buying shares on Monday to release this on Monday 🤣 but maybe even more value to come from our ridiculous current mkt cap

It’s interesting that 800k more shares were bought yesterday than sold and we were down

So I expect good day Monday and into July

hopefully a bit more info /clarity on the lyramid deal as helped and understand who we are dealing with , but for me you want to be buying /holding stock to getting them shares in pleaides

Good weekend to all

In ROQ

So if the BOD are not in a closed period I would expect some on market purchases next week , not only to bring a averages down, but also on the current disconnect mkt valuation but also the inherit value of the potential deal values in the future for buying down here

Morning all

Ok so as promised

lyramid deal

I think it’s been misunderstood on a number of levels

Pleaides aren’t just raising $2m - I think those querying why it’s taking so long to raise this amount, this Isn’t the case

Pleiades have a highly attractive portfolio of pre clinical and mature assets, the plan is to raise substantial amount of monies to progress their portfolio

They are dealing with a number on investors , which is why it’s taking abit of time

As most will be aware , the potential value of any deals is dependent on phase of development

with pre clinical the lesser value to top end as you derisk the medicine through trials into phase1/2/3

Pleaides have a significant portfolio, both pre clinical but also

Phase 3 stage cell therapy and Phase 2 stage vaccine and now adding our lyramid portfolio

You only have to look at recent deals to see the significant upside potential

Recent phase 3 deal saw GSK paying $2bn

https://www.clinicaltrialsarena.com/news/gsk-to-spend-2bn-on-phase-iii-liver-disease-drug-acquisition/

So where as the deal last May saw potential upside of $50m for 24% equity for lyramid on a phase 1 deal, this gave an overall value of upto $208.3m based on 100% just for phase 1 on lyramid

https://www.lse.co.uk/rns/ROQ/midkine-antibody-licencing-deal-dzmui2y93rm5rzn.html

The significant difference now , we will now have equity stake in Pleiades , which means numerous potential paydays so although $10.8m is a significant amount and multiple of current mkt cap, the potential value of this deal is much more

As confirmed per video below

https://m.youtube.com/watch?v=siSIreDVYmc

ROQ recognise the current disconnect in mkt cap and no doubt feel our pain, you only have to look back the RNS to see shares bought and at what price , DD mentioned he had 2m at price probably 12/13p

so to protect existing shareholders for the future value creation, the announcement yesterday in regards to incorporate a new holding company just before the deal completes protects existing shareholders that only those on the registry at that time will benefit from the value in the future of any deals this by the way of shares pro rata based in your % in ROQ

If you look at the previously deal last may upto $50m for us on any potential sale of at just phase 1

So if your holding 2% equity in ROQ , would could be the pay day based on 2% of $50m ?

Yet pleaides have a much bigger portfolio and even a phase 3 asset

Pleaides have a proven track record with $750m on deals to date and have relationship with big pharma Lily

Lily recently paid $1bn upfront on a deal

https://www.fiercebiotech.com/biotech/lilly-talks-over-13b-deal-gene-editing-partner-verve-ft

Some other deals

https://www.fiercepharma.com/pharma/top-10-biopharma-ma-deals-2024

So hopefully the potential deal value is starting to sink in,backed up in black n white share certificate , based on your % i

Yes had an hour, so a lot to collate

I’m in between meeting but I’ll try and get it all together

But all positive

Both deals I fully expect to complete , nothing to suggest otherwise

We talked about Current valuation and sentiment

Clear ridiculous and what would change sentiment

Close a deal ✔️

I mentioned director buys

directors hold shares at much higher prices and generally always in a closed period but I think they now have a very short window to buy on the market, so if your looking to add or buy I’d be quick

My words ☝️

Let’s see

Will update in a bit

Watch out for the buys 😉

Escape

Beauty is we have two separate deals on the go with two different parties

So no mention of the other deal

Expect that to be announced next week

$12m that one

Meeting is at 9am

Down again

Yea it’s on my list, I’ll see what I can find out

Good to see $2m mentioned and the shares

Now to close the $12m deal next week

Yes one would expect another RNS next week which is the bigger one or they’d announced extension s together

Like the sound of the shares . Create some decent value for us shareholders

She’s had a couple of babychams in pub

Ye he mentioned a couple back to back this afternoon

Billy

I sense things are about to unfold..

My initial conversation is things are moving behind the scenes , concern with “under the radar” but was told

the “story” and the compelling “value” investment case is being communicated today to high net individuals and potential cornerstone investors

Looking forward to seeing how that went and other things tomorrow

I have a meeting with Darrin Disley interim MD tomorrow morning

Any questions let me know

Are you there pumpky ?

Value stock - time to unlock the value

Directors have a vested interested in getting these deals done , their holdings and average price much higher

Material Corporate Transactions

Sale of Lyramid for US$10.8 Million

On 1 February 2025 the Company signed a binding share purchase agreement (the "SPA") for the sale of its wholly owned subsidiary Lyramid Pty Ltd ("Lyramid") to Pleiades Pharma Limited ("Pleiades") for a consideration amount of US$10.8 million. Completion of the SPA is contingent inter alia on Pleaides finalising certain in-licensing transactions (the "Licensing Condition Precedent") and completing a current fundraising round no later than 30 June 2025 (the "Funding Condition Precedent"). As announced on 4 March 2025, the Licensing Condition Precedent has been satisfied with the Funding Condition Precedent remaining outstanding.

Pleiades has advised that its fundraising has progressed to the level of negotiating term sheets with certain high-profile investors in the United Arab Emirates ("UAE") and, whereas there can be no guarantees, Pleiades remains confident of satisfying the Funding Condition Precedent on schedule.

The completion of the transaction with Pleiades will give the Company and its shareholders exposure to a well-funded company with a significant portfolio of pre-clinical and clinical assets including a Phase 3 stage cell therapy and Phase 2 stage vaccine. A future trade-sale or stock exchange listing of Pleiades may result in a significant cash windfall to the Company which could be distributed to shareholders as a special dividend.

Sale of Oncogeni Ltd for up to US$12 Million

As announced on 10 March 2025, the Company signed a term sheet for the proposed sale of its wholly owned subsidiary Oncogeni Ltd ("Oncogeni") to The Nation Trust Holding LLC ("Nation Trust") for a consideration cash amount of up to US$12 million (the "Term Sheet"). It was the intention of the parties to sign a binding share purchase agreement (the "Oncogeni SPA") within 60 days of signing the Term Sheet; however, this has not yet occurred.

More like £5m mkt cap

You’ve clearly got an agenda Roger and looking at your posting history , quite clear what your trading strategy is

Trash and buy cheaper

On the ignore list now

That’s cause it’s the only one ! 🤣

I see the large trade from this morning @ 0.085 did it , still 20% for them… nice trade

Placing price incoming….