Member Info for Elsol

Head winds reducing for SNG001. just detected strategic u turn of at least one big vax heavy pharma now looking more at therapeutics! for a single major respiratory virus infection franchise area. Say no more...come on buzz. Maybe all the pandemic noise and virus resurgent chaos in the news is getting through.

Shame many of the key influential decision makers in government and global healthcare eco systems are all numb skulls with absolutely zero foresight and will only scramble after SNG001 when the NEXT BAD pandemic is already upon us. E.g. Let's build some sea defences now that half of our new holiday park has just fallen into the sea off Scarborough cliffs due to predictable coastal erosion mentality!!!!

Financial integrity weighs far far heavier than investor impatience IMO.

I agrees smartinvestor, the new chair would look pretty silly if he released his first preliminary figures then the auditor strongly disagreed on something. Its covering his risk exposure to double down on accuracy of that RNS.

It's a shamefull our innovation songsheet failed to make the top 10 charts at the start of the covid pandemic. PM and health sectetary skrewed up big time and missed SNG001 completely as all the other Government so called pandemic advisors. It was about affordability for whole population fear . We all know that.

Yes that was a very confident buy or a rich person having a weighted bet. We will find out soon. Haven't seen almost a million shares trade on just a single transaction for a while in ITX. Bodes wellI think for what's ahead

Not ramping, just sharing some recent observations. Noticed that interest in PP seems to be on the up in recent weeks from my independent industry sources. Whether that means vax, monoclonals or other treatment modalities (like our SNG001 hatchling you can all dream about). Nevertheless, it may reflect greater awareness is starting to build in respect of the acute need to be prepared for any and all eventualities (as heightened by triple INFL and RSV
and Covid variant nasties circulating in recent months) and that has to be mildly positive for our investment Outlook. ??

We know ITX is sitting at a 2022 base "conservative" valuation right now so if 2022 was is as good as we all expect then the 2023 base value jumps to 6p to 7p minimum as we derisk and deliver that growth. We've had one value focused buyer buying in already in recent days (the spike) but more will follow as the recurring revenue platform continues to grow. Valuing ITX is fun but there is significant IP R&D value here plus existing recurring blue chip customer cashflow value here too. I'm guessing the IP value is worth c.40% of total value in the SP by tech. driven benchmarks Ive seen a few years ago but often forgotten by folks looking at revenue based valuation multiples. Let's see what next week holds. GLLTHs.

You wouldn't think they would screw up another good senior CV with significant failure risk this time around. So Im concluding a good pivotal phase III trial is close or some collaborative end game is in clear sight. Also any candidates are going to need very high assurance this isn't a no fly asset given the history of the company last year.

Dare I say camels et al or will I be shot down. ;-)

It's not a Black Swan theory, all the time dispersed bread crumbs were easily visible for all to see in fact. So SNG001 ....it does work and the mode of action all supports its early use for certain at risk groups to drastically reduce hospitalisations. I was thinking the same as you wpa5. My thought was in connection with possible EUA for new emerging serious viral threats where the globe is definitely at risk from the next world war V respiratory event. Its only a matter of time given global population growth and interactions with other biosystems where viruses circulate.

Very interesting news, thanks. Silence doesn't always mean nothing is going on behind the scenes. We wait for end game here. V Good or v bad.

Also, as I said before, with good 2022, is Q1 2023 the time for the share consolidation and big US marketing campaign to private investor base with this new guy in the BOD and strong growth forecast for 2023 with carrot for high volume super absorbents in 2024+.

Its clearly a relationship play. The acting CFO will get a real good insider view on ITX and be able to cross inform opportunity insights back to potential suitor. If the growth is strong at ITX 2022 and pipeline looks good then why wouldn't Bemis consider ITX as its new growth engine bolt-on?. All makes sense for 2023 fun and games to watch this evolve as SAPs start to come on stream or insider news thereof...

BBC News - Covid: Leftover swabs to be tested for other viruses in the UK
https://www.bbc.co.uk/news/health-64209168

Interesting read. Basically, genomic starting to drive holistic identification of emerging threats. Could resonate well with our holistic agnostic treatment.

I know someone in Dubai now hospitalised with Covid but stats don't reflect what's happening....governments don't have eye on ball at the moment until hosp admissions peak more.

Less than 10 days to ITX RNS Performance update for 2022. Can't wait to see what the growth numbers look like given the raw material orders we have seen.

People focus so much on infection severity, forgetting that a rapidly mutating highly infectious disease is not good news. Global fear may eventually tip SNG001 into its next large sponsored / partner based trial and that could be soon IMO.

I also think the timing of the share consolidation is Q1 after the end Jan RNS PERFORMANCE update is delivered. No better time IMO.

Board strengthening and expansion a really good indication of where this is going in 2023+ excellent news.