Member Info for DrRunner

I want to add another 50% but it’s anyone’s guess where the blinking bottom is! I think I’ll wait until I see the first signs of a bounce and accept I’ll miss the true bottom, which is basically guesswork and witchcraft.

Whatever they do, if they could wait to announce it until I get paid on Friday that would be super helpful.

I don’t think this is a John Grisham novel. He is 72 and clearly retiring, which sounds very well deserved.

Yep, came in around 1680 and will add another 50% once I think it’s bottomed (which clearly I already did!). Still great value for long term hold IMO.

Finished reading the Lancet publication. Firstly, the value of this company is underpinned by the quality of the research, which is exceptional, hence Lancet publication. The study had a smaller sample, but some of the effect sizes were big, therefore the observations about death and symptom reduction are note worthy. Diabetes is one of the biggest variables in poor outcomes related to COVID and the positive outcomes surrounding symptom recovery could have an impact on hospital admission, or reducing length of stay. That metric has real value. The more I read the research that underpins this stock, the more confidence I have, but obviously DYOR blah blah blah. This is my nerd stock, thanks science.

The high volume has broken HL ??

Reading the publication now and will report back. But abstract seems very positive. Further funding. Lancet impact factor is huge and very hard to get published in this journal. DYOR but looks great.

The research process is very transparent. It has a high level of governance, as you would expect with a test of this nature. The research budget, timescales and previous research are all published on the University of York website. The principle investigator has shares in Cizzle, I doubt if this project doesn’t have their full attention.

Agree. It was quite cryptic wasn’t it!

Prion-like domains drive CIZ1 assembly formation at the inactive X chromosome.

If you go to Google Scholar and search for this you will get the most recent publication by the principle investigator. The publication is of excellent quality, and that’s what I invested as it is the underpinning value for the Cizzle business model. The full text is available on the York University website.

Do your own research, but in my opinion this stock is just waiting for the results of the bio marker trial, which if you read the research page of the principle investigator at York university, is imminent.

Interestingly, it makes reference to non-laboratory testing, which was the next phase of their bio marker study. I wonder if new data is going to made available? The implications of this test are insane. Home and primary care testing during the COVID pandemic demonstrated to the government the potential cost effectiveness of testing which requires less resources, in this instance the massive false positives of using CT scans.

I think it was bouncing along with trading? I was tempted to sell as it hit my 20% threshold but I bought into this as prospective of the results from the research being conducted at the University of York. Links on the Cizzle website. I’ve read the CV of the principle investigator and they conduct very good research and report on their findings as per schedule. Preliminary data from other associated studies seems very positive, I’m holding until the publication of the more recent project, then the company can make money. Rishi Sunak recently spoke about home testing for cancer (not sure we are quite there yet) in a recent press conference, reassures me the bigger players will buy and take this to market once a higher power of data is there.

Thanks Metalhead, also really helpful and interesting.

Don’t let this go to your head, but your posts are one of the reasons I came back to this stock after my stop loss kicked in. Really very helpful answer, I’m type 3, partly because I enjoy the story and feel a bit like an explorer. I need investments like this or my portfolio becomes just about money (definitely have those in there) and I like to feel like there is an element of ‘hobby’ and learning in my investing.

Thank you for taking the time to compose such a thoughtful answer.

This is a genuine question. Why isn’t there more interest in KAV?

I recently bought back in and after seeing some pretty (what I thought were) positive RNSs the price is still stagnant. I’m not necessarily guided by money, I like learning in tandem with my investments.

I have been doing my own research, mostly based on some very detailed analysis from members on this board, which feel very informed, credible and not at all rampy, or otherwise.

Just curious about what I’m missing?

I’m going to stay invested, I have a low entry, like Ben’s approach to public relations and communication and think maybe it’s just market sentiment hindering prospective investments?

The board requested the administration. After months of me thinking they were nefarious, I’m changing my mind. They must know the business is profitable, they have engineered themselves into administration, to prevent a fire sale, to have a formal and thorough appraisal of their assets vs liabilities and to ensure any offer is based on this this fair assessment.

If they wanted to sell assets cheap, they could have done that already. They still might sell, but this protects against unreasonable offers.

Clever board.

Same here, having read the underpinning science and researching the (invested) research groups CVs and publications, I have much more confidence, especially at this price.

Good article. Because of my profession I’m more conversant with the research aspects, than any business aspects. But, I feel very confident having delved into the research collaboration underpinning this project, and recently bought back in.

The potential is massive, the test isn’t just about making lung cancer more accessible, but reducing the need for CT scans, expensive and with high false positive rates. That’s huge, not just economically but also the impact on staff resources, patient outcomes and hospital capacity.

I’m -32.56% @2.01p average, but I appreciate you are suspicious of anyone on this site. I feel this share will rise again quickly on good geopolitical news. I’m just saying a prediction of 41% isn’t credible in the current situation.