Member Info for DShox

Oh VELA does go up on a good news

Its a non-core holding and so will be quickly flipped to fund itself. VELA offered cash and shares to buy £2.4m interest, so now SGS gets its full cash entitlement. I wish people would just spend a second on SGSs website and you will see it monetises post Phase II by sublicencing on for Phase III and commercialisation. Its sticking to what it does.

Lets be realistic and as per past RNSs, the commercial discussions started back in June or July and these results are no surprise to AZ. Pfizer and Merck breatheing down AZs neck and everyone trying to get early use approval and secure orders 'subject to' from governments, how long before AZ grabs AZD back? It'll want to put in an early use application to MHRA and secure an order asap.

I don't think the usual Twitterati got anywhere near those shares that've been sold OTC - direct from SGS to the buyers - then reported to the exchange. It'd be great to see some TR1s - one involving Professor Sir Chris Evans at EML and Igraine bulking up would be immense.

Right, so 7% of VELA just changed hands less than a week after the RNS and SGS gets an immediate massive cash injection and you see that as bad news? SGSs treasury hardly saw a minority interest in a AIM tiddler as a strategic holding.

We've got further evidence thresholds in the trial were met otherwise SGS would've been locked in and again, confirmation commercial deal is under negotiation. Who long before AZ gets this onto emergency use authorisation - Pfizer aims to complete its mid-stage trial this autumn and get an application done in Q4.

hahahhahahahhahhahhhahhah it explains in the RNS hhahahhahhha - to invest in new drugs whilst it continues commercial discussions on AZD because thats SGSs stated corporate strategy, to monetise after successful Phase II by licencing the drug.

hahahhahha

Yes it looks like a good little move now

Still going +14% now - interesting move

Smarter investors over there obviously.

I can't think of anything worse than re-reading mystery's "posts"

with the loan extension to the end of Sept, does this mean we are nearly there? looks like a PET deal is nigh and this stuff is indeed big business. INEOS have lots of press out there in developing these technologies and see the entire petrochemicals sector shifting quickly for suitable partners or companies to buy out.

Thats how I'd describe the share price. Not getting cheaper folks. You either believe your own chat or you don't.

Now, how long before SGS/EML update stakeholders on how successful this trial was for different types of diabetes and T-cells mobilise to prevent potentially fatal inflammation of the lungs etc.

I can't imagine these guys are sitting on their hands and not discussing the results with AZ and the MHRA.

Hey look real, if you want to be proved wrong, might as well do it properly!

Now waddaya think gonna happen to the sp if a) SGS/EML announce submission to UK MHRA for early use approval and/or b) we get any sorta sniff of advanced commercials with AZ and others?

If there's enough data - and I'd guess after 26 trials there is - AZD has been mooted as being potentially suitable for UK MHRA compassionate use. Maybe someone can confirm, does this mean possible before Phase III? In any case, there's plenty of value.

Let the sellers dump into poor liquidity and increasingly rubbish prices. After they've shot their loads 2-3 times, buy their shares in low 0.07s or 0.06s. Add / buy at the lowest price - if the deal happens, you just increase your upside.

SGSs corporate strategy is to take through Phase II and then sub licence for Phase III and commercialisation. To negotiate effectively, you must be able to self-fund or access capital easily elsewhere but I think the intent will be to stick to the strategy. If we see a TR1, then SGS is a seller but I'm doubtful it'll sell shares at a loss especially if its negotiating a deal that'll multiply value.

Peterhouse and a few large retail holders that got in cheap on placings/warrants more likely selling. They'll be back especially as the days roll on, news FOMO builds and they've run out of shares to sell.

Today, I'm expecting sellers to be active and MMs to play the price again. Let them sell into low volume and drop the price. Wait them out and buy as low as possible, maybe not today maybe not tomorrow, but soon...

I don't see any PI focused social media and changing anything. Warrant holders and profit takers would sell regardless because they're driven by the 'here and now'. MMs have no need to increase price if they see a large supply of stock.

Now press coverage and professional commentary will matter and the follow up RNS that a) inks a deal or b) tells us one is advanced will force a re-rate.

correct - yes the warrants were taken up (except for 138m that expired) and its reasonable to assume traders are just dump selling into the volume regardless of whats to come. but hey, profit is profit. of course some of those that added to their holding by subscribing to their warrant entitlement will choose to hold for much bigger gains ahead.

boll0x derampy pampy cry babies

i'll wait to see whether i can add cheaper but for now, got enjoying fishing to add to my warchest

we can all see the low was a few shares NT'd at 0.9p to buy and VELA is back to where the market was speculating beginning of last week, let alone the actual news that confirmed success.

Even warrant holders that are flogging know they have nowhere better to buy elsewhere.