Proposed Directors of Tirupati Graphite explain why they have requisitioned an GM. Watch the video here.
2022 looks like a defining year then for growth /client & product extension - all looking good. Well done JS & team. I think the efforts of the new BD person are coming on stream now after a short lag effect as you may expect whilst they get their ducks aligned.
Ndn71.
Or in fact 4. They are waiting for all patients confirming their 90day final outcomes due to some of them being on holiday, working hard or being ill with something other than covid or indeed long covid..so that their responses are not biased by noise of success or failure;
Or 5. We don't know 5. Because we are all on the outside in the dark. That's also an alternative outcome. Eg it's beyond our tiny brains to describe exactly WTF is happening.
I'm being philosophical tonight.... I still find it amazing that something significantly smaller than a cell can out smart the highly evolved so called hyper -intelligent human race. However, we create our own rules of engagement and regulatory boundaries and norms deemed ethical and politically correct, whilst we suffer and people die. Lord help us if we ever have 3 months warning of a major meteor strike. I wonder if any rules and guidelines will be broken to try to stop global annihilation. How sad clinical regulation has slowed the launch of a safe, efficacious treatment instead of using pragmatic obvious solutions to the problem.
I don't refute your challenge Doc if it's correct but does a small Dutch CRO have access to next gen genetic analysis technology (significantly based in the UK) like this listed entity with good resources? Don't we need a significant reliable company in partnership or in parallel to this smaller company?
If the whisper has some substance then why Source Bio PLC which seems highly specific? Who is doing the " in vitro" potency testing of SNG001 against all variants of concern in UK? Who has access to UK wide contemporaneous samples for PCR and next gen sequencing to identify small viral point mutations? Efficacy against emerging variants? In vitro efficacy testing of Omicron B1 and importantly B2 which is just emerging.?...is this not the focus of the whole world when the SNG001 results are uncovered and some Channel 4 journalist asks..." so what proof do you have that SNG001 is efficacious against Omi version B2.041 identified last week in Bradford? By joining a technical session with the company performing the bread and butter molecular potency assessment you are leveraging your marketing message significantly to a potentially skeptical global audience. Is this one possibility?
There is no harm in clarifying with the company whether their "early 22" means before end of Q1 or before end of April - its a fair question in my view and if you don't ask that question, you don't get IMO. Logically, its a follow-on clarification from HPHQ's question to investor relations, but I probably will ask it in coming days if he confirms he will not. It will end this continuous running dialogue on this BB once and for all. I was expecting results by 31 Jan based on this EARLY 22 statement so we call have different interpretations on this one!
HPHQ. Drop them a quick thank you back and re confirm their definition of " early 22" as it can be interpreted by different people in different ways... in my mind it is pre-expiry of Q1. Is this there understanding too..and will they confirm it??
Global Governments, Companies and around 7bn people on this planet never want to be in this 'hsit' hole virus situation again IMV. The human, social and economic costs are absolutely vast taken together. That's why if phase 3 is good, we are maybe sitting on an emerging £10bn+ therapy.
It's amazing that SNG001 has not AS YET had the same EUA. But it bodes very well for accelerated US progression and market access RIGHT NOW. USA are desperate for a multi-valent or agnostic antiviral approach to covid. Hold those shares tightly and don't under sell on any big rise as this looks amazing if phase 3 readout affirms good efficacy.
No FOMO today = Because we have now all placed our final bets on the roulette table over past weeks with numerous false dawns and now collectively gone big as much as we can, including behind sofa change (investing SNG headlong with confidence) so hence no Friday rise to be seen. Its that simple. We know its a success and we are all going to the big rainbow party very soon.
Totally agree on SP recovery - very oversold and out of favor during Q4 21 (investors got burnt if they sold) -SP recovery was going to happen; this is an very innovative, disruptive R&D business, you cannot value it on near term revenue performance alone - there is massive "silent intellectual property/technology moat" upside in this company in the mid-long term (1-5 years). I'm not ramping, just stating a view on long run where this is going. Historically, ITX had impatient investor delayed adoption issues, but it is very solid IMV for medium - long term growth - far better than a FTSE 100 with low growth (if you are prepared to wait a year or two).
Its probably best to value ITX on a prospective revenue multiple (say 2023 Rev) and then add in a "blue sky incremental R&D" value premium from the aggregated IP value collected from R&D investment at cost. The latter is composed of many years of investment in IP much of which has not been written off and is in the pipeline to fuel medium term growth. So ITX appears to be a very cheap platform for SP growth IMV below the placing price. In any case, newsflows of the innovation adds will turn the SP well north over 2022/23+. Its a de-risked technology platform with sticky customers pretty much from here as it gains more commercial traction from cost/eco industrial consumers. Good luck long term investors. DYOR