Member Info for Elsol

I meant the phase III antibiotic from MGB BIO not MTFB. its just reported a great phase II. So could be aligned with MTfB to get two late stage assets...in one RTO NEWCO

I did send an email enquiry a few weeks ago to ask what the plans are for a phase III trial for MGB Biopharma where Chris is also a Director - no response could mean that they are out-licensing it for a big pharma to deal with??

If Novartis are interested I guess that they could help facilitate an RTO transaction between another entity or collection of some other entities and MTFB (eg . sign a licensing deal or purchase of the asset with MTFB or agree to one with the Newco. subject to its formation) or even buy the RTO Newco outright if it has some other interesting elements to it. Just a thought...fingers crossed.

I still dont think this is a 50x bagger - its either a tea bagger or up to a 10x bagger max IMO. But hope I'm being pessimistic obviously.

Presumably, the presence of a new synthesis route may allow the active ingredient to be produced in greater purity and hence less possible side reactions/side effects when wrapped up in a tablet/capsule?? I have my fingers crossed but very positive sign Novartis is investing R&D $$$s into the synthesis - why would they if everyone believes the asset is "dead"...

Yes exactly. Spot on! Thats what I believe. The vaccine will be rationed for the first 6 months due to limited supply so YOU NEED AN ANTIBODY DIAGNOSTIC to prove who needs it and who doesnt. So by the end of October this will go boom IMHO with the closeness of vaccine emergency approval. And mass population communication on vaccine roll out of Government rationing strategy...

ITX are looking after the sales, BD and production end of the business so the financial results reporting can obviously wait...no probs John! We know whats coming for the rest of 2020, great growth...

Its gonna drive ITX sales for years IMHO.

as an aside did you see the Sky news on the Seychelles Islands and all the plastic debris being washed up. Tons of it. Terrible. Public awareness growing on earth damage in traditional non green non eco hydrocarbon based products.

We all know its good news revenue growth in the interims. Its a matter of when they get announced to drive the SP so I'm firmly locked in until then...call it a logical FOMO foresight on this one.

I agree. There are massive political brownie points here to win for Boris and Cummins to save the day since nobody wants another blanket lockdown and a further economic meltdown. So emergency approval on the cards in 2 weeks is my guess so that BOJO AND CO. can say they are saving many lives via. Inhaled INF. There is no other realistic alternative before safe and more importantly public accepted vaccines are launched which maybe as long as 6 to 12 months at away...whats going to reduce the death rate? SYN of course. Not diagnostics. Not other Tx options.

The word tasked to me in this context suggests this sweet marketing lady is on a short to medium term contract so the word tasked seems totally reasonable and sensible since she is acting on behalf of the WHOLE group consortium and not an employee of any one entity possibly...looks legit 100% to me.

The BIG point is that not everyone will take any new vaccine - so the virus will infect them over the next 2-3 years. They will present with symptoms and need SYN medication amongst others. Also there is a window of opportunity for 1 year from today since the production capacity for any vaccine will never be 5bn vials in year 1 I think...

Hi all,

Just topped up another £10k, could not resist it with the current market / SYN status:

1/ Vaccine concerns raised with AZ / OXB vaccine overnight (bar humbug..!) Even though a single adverse event could be a complete red herring or one off issue / not related, but non-the-less, there is the possibly of a delay to AZ and other front runners who will need to look for adverse events that are similar no doubt.

Importantly, global consumer confidence has been knocked a bit more (the sceptics get some more great ammunition IMO). Its all over the news everywhere and my wife said at 6.55am this morning "told you so...I'm not having that bloody vaccine.." :-{. But I'm still having it as soon as I can of course nevertheless if we get one.

So the point I'm making is that the available marketplace for SYN's lead Covid treatment has now expanded by say at least 10% (e.g. assuming 70% of folks who would have originally taken a vaccine is now say only 65% - an educated guess/fuzzy logic). So 5% extra folks in the world that may now progress to CV19 infection that would not otherwise do. Therefore, our market expands by at least 10% for therapeutics since our market size would be reduced over the next 6-12 months in any case in the highly probable event of a successful vaccine launch if you follow my logic.

2/ Furthermore - really good RM / Proactive interview gives good steer on where its all heading (ie as we thought emergency authorisation could be very soon and / or a commercialisation deal or complete sale. Announced news / RNS re: COPD interims and following patent for COPD / + corticosteriods).

3/ Oh and the present Mkt Cap is now probably less than an average upfront bus. dev and licensing fee for just COVID alone. :-)

Have fun all holding for gold and / or diamonds whichever comes along our way very soon...

Wow. The SP has been fixed today to drop the price for a very large 0.5m GBP BUY at 5pm is. Funny how small trades drive the price down then a 1 trade and 3 trade at 430pm...followed by the buying action at a 5% discount. Does anyone ever go to jail over this price manipulation...think I will report it to the listing regulators.

It will depend on the deal specifics for each geography and the sharing of risk and reward in each case encapsulated in each "deal". Im expecting upfront payments, launch milestone and royalty based deal for major global blocs.

I agree the cooking pot is very, very close to boiling point now..SNG "just at the right time, with the right product and very hungry marketplace" (+ Governments/Politics US and EU needing a quick fix therapeutically and vaccine related together to reverse the economic meltdown)....the short delay & news blackout we have seen is for the discussion of the COPD results/safety in confidence with the big pharma entities to see where the offers come in. IMHO Maximum 2 weeks we will see the news flow on commercialisation/emergency approval and RNSs. Fasten your seat belts its going to be interesting.

they license the rights for commercialisation per each major geography..

Forgot to mention this stock is at a bargain basement price below 5p with approx £60mil invested over the years. It will revert towards that over time now its getting market traction IMHO.

Thats what it says on the tin a nice incline up Kilimanjaro! Just sit iback and enjoy the chairlift...its aleady largely de risked with solid IP and big partner market facing clients.