Member Info for digitalman

It looks to me like Cathal has put a shiny £113 million, stage II approved flu vaccine asset in the shop window with a sign saying offers in excess of £50 million with royalties. As recently endorsed by world leading virologist, Prof Oxford!

Interesting video. Cathal says lottery ticket (got £113 million invested for £13 million super deal) and one of the few stage II approved flu virus cures in the world.

Then he says that no more money going into Flu-v but it is 'sitting there' ready for stage III. This is surely a contradiction or more likely a sales pitch for some big pharma to come in and take it to stage III (which they should if they can negotiate a similar discount £100 million discount).

https://www.courtlistener.com/recap/gov.uscourts.vawd.114971/gov.uscourts.vawd.114971.275.0.pdf

I dont understand the legalese but the tone and words used are so aggressive. For example:

Indivior’s argument again relies on rank speculation that “the government asked the grand jury to return [the Superseding Indictment] in less than a day” and denied the Grand Jury “the opportunity to” review electronic evidence, and
an inappropriate suggestion that the Grand Jury was not “independent.”

We seem to be asking to see the evidence against us and they seem to be saying ' Nope, not going to because of rule 3457, article 265790, subsection (a) 3hu7d blah blah blah. '

I hope they continue to fight these people come what may.

Just over two years ago, SP was at 250 on a loss making concept. This is now making a decent profit and has a fantastic client base inc the new Disney+ channel ready to go. This will fly this year IMO. Time to load up?

Sounds like they are in a hurry to get the Christmas numbers out. Time to load up?

Very positive RNS, SP drops. Classic AIM.

Apologies got the wrong link which came 2 weeks later but my opinion remains the same. This is a very strange action.

Thanks for the article although link is: http://www.pmlive.com/pharma_intelligence/The_transatlantic_opioid_crisis_1318815

Reading this makes the case against Invidior even harder to understand. The article is all about litigating against opioid manufacturers and distributors in the US and potentially in the UK. It mentioned INDV but fails to mention that it is a cure for opioid addiction rather than a producer or distributor. I just dont get it. The only case I can see would be if they marketed it as a cure and it didnt work or had bad side effects neither of which are being claimed. This is a very strange case indeed.

Yes. Check out the chat on HVO and again seeing a confidence drain on another UK BoD.

Can you point me at highly rated UK BoDs so I can study? Ill look at Boohoo. Appreciate your points about AIM for the long term.

Sorry, I missed reneuron, down over 60% in last 8 months.

Fever Tree - down nearly 50% in last 12 months, Hutch medical - down nearly a third in last 12 months, Asos down nearly 60% in last 18 months. Not overly assured by your examples to be honest!

To be fair, everything on AIM has nosedived in the last 12 - 24 months. I am wondering what is happening to UK industry. Looks like we are going out of business! Hvivo was going to create a UK flu vaccine - noooo. Quiz is going to be a contender in the global fashion stakes - noooo.. Metro bank - going to break up the cosy rip off public schoolboy banking cartel - noooo.. Carillion, massive UK government contractor creating tens of thousands of jobs - noooo. Get the idea?

Bango may actually be an exception to this dire state of affairs but the current star of the show is Faron, a Finnish company! Says it all really.

We are clearly the good guys. Hope we can say the same about the United States Department of Justice.

It occurs to me that the flu-v product that passed clinical II trials last year, and that was not made up was it, is still a huge asset so there must be more good news of some sort on they way at some stage, non?

Is that fact they are Finnish a factor? The country is the least corrupt in the world and one of the most progressive socially . Just saying.

Being optimistic, it looks like the repositioning is nearing completion and they are now a more agile and online operation. International growth up and write offs done. The brand itself is actually pretty strong imo. The next set of results will tell the story of whether this BoD are committed and capable, or its another AIM disappointment (being polite for now).

Why is there no coverage in the mainstream media of this share? Literally nothing.

Holdings worth so little now that its not worth selling . Just wait and see if this BoD is for real or a bunch of crooks as has been suggested.

The half year statement said this half was going to be bad due to cancelled contracts. Poor contract management although that has been mentioned and hopefully it wont happen again. Trevor Phillips last company is still chugging along and the sp did ok during his tenure as COO so no big red flags there.

Hope this share is not a 'con' as has been suggested but no news at all in October or November. Nothing on flu-v, the big hope. Its like its died on the vine. What was Clinical Trial Phase II success all about if not to be built on asap? Seriously nothing to say about this at all since 10th Jan? Worrying but not convinced yet that this is a dud share.