The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
- 23rd June
General meeting results
- 28th June
Audited results and ‘forward guidance’.
- 30th June (imminent)
Mou update, signature and commercial guidance
- Imminent (as per comms from company)
Breath test
With additional information coming for all quarters of the business model during Q3, what drives the share price? Newsflow!
We are at the commercial end of proceedings, this is now Deepverge’s moment, and the market and its respective investors are not only fully aware of what is forthcoming, but that new shares are to be issued to those that committed with this in mind. Any affect on share price. I doubt it!
Imminent rerating and pick up in volume will keep us all on our toes! Enjoy!
It is
This TPP may be helpful for the following possible scenarios:
? Generally, low-risk and low prevalence (<1%) settings, such as workplaces, schools and universities, where there is a high likelihood of repeat testing (e.g. everyday).
? At large-scale events where tests may need rapid deployment in high numbers to
identify positive cases (e.g. sports events, theatres).
Size of market phenomenal and game changing for the younger currently unvaccinated population.
https://assets.publishing.service.gov.uk/government/uploads/system/uploads/attachment_data/file/966283/Breath_TPP_Final_version_v1.0.pdf
It’s coming home LOL!
I promise I am not weird enough to stalk!!!
Based on the reported temperature being consistent with Beijing, and that not a single location in Europe shares the reported 34 degree Celsius he has referred to it’s possible to draw some conclusions. Especially when the reported statement below:
‘Joint Venture which are expected to be signed by 30 June 2021 with the JV becoming operational by 1 September 2021. ’
Business travel more likely than social IMO.
https://twitter.com/gjbrandon/status/1406318433701093377?s=21
If as suggested the MOU results in a listing on the Hong Kong exchange, it maybe of interest to some to know that the minimum required market cap for a listing on that exchange is approx £47m or $500m HK.
I honestly can’t understand why this company is so under the radar in terms of expectation in comparison to others.
- Mou/JV/Modern water
A complete under reaction in the share price to what can be a game changing outcome in its own right. Why has the market not reacted to this and rerated the stock in expectation of news that could come as soon as the 30th June. Referred to as a non dilutive and possible end point with a Hong Kong listing, implying a way to monetize an asset. With this and prospects inside and outside of Europe.
- Breath test
Results referred to as imminent, with high sensitivity and specificity like no other with results in seconds. It can transform our present environment in a number of attractive settings.
- skincare
Generating significant revenue on a major growth trajectory.
To have raised the money at a relatively low discount to market price and to be sitting within a strong technical pattern that could see a major breakout and momentum. I honestly can’t understand why this hasn’t already turned the markets head in a major way.
Between market makers at close to balance the books. A good day and an evident increase in interest.
Is well worth a read. It’s going to be a very busy 9 months with commercialization of no fewer than 3 products.
It’s worth noting that Belluscura has already filed for approval to be supplied through MediCare and expects clearance within 60 days. As the prospectus was published on the 24th May the very latest it could receive clearance is by the 22nd July and most likely sooner as it has already been filed prior to to publication as above and likely closer to the March FDA approval date.
Next month will see the launch of the first ‘pulse dose’, product, targeting a US $434m market. Followed by 2 further products that will be launched in November and January respectively, these will target the continuous flow market which is a US $2.745m market.
With further detail to follow on international clearances such as CE approval. We may also see a ‘private label’ agreement during the second half of this year and perhaps prior to next months launch with an unnamed party. This has specifically been referenced in relation to the product thar will launch next month.
With discussions ongoing with distributors and indicated orders of over 500 units for July’s launch, with a suggested but unconfirmed 25/35% margin and the promise of significant growth in both revenue and recruitment, the market won’t be able to ignore this for much longer IMO.
Oh shut up!!! LOL
*multiple patents
Can’t trust the reported trades as gospel. Much of what is reported is smoke and mirrors. No manipulation but a worked order or a false spread, like now, if the true reported spread was represented, this would be blue.
AGL is a platform, so I couldn’t consider it as a one trick pony as it has worked for every cancer type tested. It also works for Protien/DNA/RNA, so again plenty of strings to its bow. FDA for breast followed by Ovarian cancer assay which provides two major inflection points this year alone. You could also argue with the labs that it now has a service and a product, especially upon Clia lab validation.
It’s true to say that with volume particularly low, and signs of supply of stock curtailing as investors reposition or look for new opportunities elsewhere following an approx 240% rise, we have continued to see new buyers taking their place with a higher average investment. But with a £280m market cap (only), it’s all up for grabs now the foundations are in place. We have seen this healthy consolidation at 80 and now in the 120/30’s. I have watched people come and go and the underlying tone change to suit their book, but they will be back again.
I am certain that the market cap doesn’t adequately price in an FDA outcome and that in combination with further pharma contracts, by the time that decision comes we will be a lot higher.
With a De Novo label creating barriers to entry, in addition to the multiple IP’s in place, any first mover advantage that will see multiple partnerships with majors upon approval will be enough to see this dual list on the Nasdaq with a valuation of over a billion dollars.
I see little point in chasing rainbows when our research and performance to date in a challenging market emphasizes that we are already onto a winner.
Its market cap increased by double digit billions
Very strong auction. Should be a good day, market likes ‘breakthrough’ news.
Further evidence of the Parsortix system enabling capture and analysis of cells for Breast cancer patients. FDA cannot ignore this real life progress and will subconsciously contribute towards the FDA’s decision.
These presentations are targeted at new investors. I believe that once they understand the roadmap to the upcoming key inflection points of which their are many, as a new investor the clear upside is yet to unfold.
I believe it is often the case that new investors decisions can often be clouded by the share price performance to date. In this case, when targeting multi billion dollar valuations with a bottleneck of commercial news, significant upside remains. These presentations are beneficial for that reason.
As for the Q&A’s, in this case they provide existing shareholders with more color and if anything reaffirm or confirm the ultimate picture that in depth research demonstrates and otherwise confirms.
I was particularly impressed when he was asked challenging questions which instigated a fair but agitated response, almost laughing off any impression of underperformance based on all he knows. His confidence in the company really came through and the message is clear, this WILL become a very very big company.
It’s outstanding, well worth a listen
The more pressing question for me, is when will the market start to move forward with the price in anticipation of the FDA decision which has been substantially derisked since notification of AIR?
To name but a few, IMM, STX and POLX all moved in anticipation to a more reasonable valuation prior to the inflection point. I expect the same to happen here, only to be assisted by commercial progress from the Pharma services side of the business.