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..and up she goes again is my prediction before final close today just in case an RNS comes out tomorrow at 7am sharp (1:5 chance IMHO)...every day is like the inverse of Russian Roulette!

matt - do you recall Tim Rocke?

I think the bid premium here is large and say a guess is 75 to 100% uplift at least.

If there is a bid going to come the bidder is mopping up whatever shares they can get at a minority listed price which is the current share price. Hence cheaper to get a minority stake. So when they go for a full takeover the price rises on all residual shares at a full control price and includes a bid premium. So enough said...looking fantastic IMHO.

just repeating this from earlier today on this site. Have a look. Sets strong marker in sand for how SNGs product may be treated IMO. FDA info about Emergency Use ApplicationsToday 11:56
The FDA updated the info about the emergency use of Remdesivir yesterday - I can't help thinking we might go the same way....some interesting info about their EUA practices - taken the link from the @US_FDA Twitter page
https://www.fda.gov/media/137574/download

its a no brainer really....global Government's urgent and massive economic nessecity and very severe public health disease protection to rescue their populations and a gold standard trearment thats very very close to approval. QED

I agree totally. The market exclusivity of SNG is fantastic and INF inhaled is the gold standard to be used with the forthcoming vaccines. No doubt at all. Hold onto your hats...RNS s will follow re: exploitation plan and a big transaction soonish..

The SNG product excellent outcome characteristics even on the 100 patients (home trial still to add more statistical rigor) means that it is now highly probable that a global leverage deal will be in the making with at least 1 big pharma - possibly two....the important think here is for the world leaders to show their worth and I think Trump is absolutely desperate to find a success story to win him the next election. So my guess is that there will be a big deal done on phase III/IV combo. with the regulators and assistance from the supply side /big pharma marketing companies with the med. device and drug formuation...watch this space. You wont wait long IMHO. Licensing upfront payment def. above £200m GBP I'm expecting since SNG cannot maximise market access on their own they do not have the market knowledge / relationships and staff to maximise the drug on their own globally.

By the way, if you think this is a one trick pony for COVID 19 only then think again - any viral lung infection is the target now for this tiny company. Once BIG pharma realizes this and connects the dots with reducing follow-on bacterial infections (post viral). This company will get acquired eventually IMO.

To be honest there is relatively low clinical risk remaining here due to all the prior phase I/II trials in COPD /safety and the formulation risk is all but sorted. So given the GOLD standard clinical observations announced, this product is the front runner with the leading vaccines to be used in concert together when they arrive. But the vaccines are possibly 5-10 months away from reaching most of the global patient markets. This product will be rushed through for urgent use and then to less serious cases since most hospital clinicians have little to lose relative to a ventilator. The nice fact dropped by the company in my mind is the the product appears to significantly reduces "breathlessness" of COVID patients. Fantastic attribute. Once the market approval comes in under 8 weeks then we only have to worry about the supply side. Anyone know much about that ? Awaiting RNS on that soon too. This has got to get above £0.5bn market cap soon IMO since the demand is so high and there is nothing much else showing significant promise other than the vaccines.

Totally agree. If there is a take private (very unlikely) now it would have to be done at a 100% bid premium at least since enough shateholders would have to vote it through..my expectation is 3p at 31 dec and this will stay listed.

My view now is that it is quite improbable to have a no deal scenario. 95%+ probable for some sort of deal happening here possibly ocurring after the initial trading suspension at month end. I was quite conservative with my prior forecast on a 5 to 10x value uplift so think now it will be 10x or above given the investment market and global urgency /R&D environment for anti infectives.

I think this is 80% plus probable to survive for 1) an RTO
Or 2) outright sale of all IP with an orderly windup and final dividend payment to sharehoders. Outcome guess 5x to 10x SP uplift for an RTO and slightly less for direct sale. In the unlikely event it fails completely clearly your cash is gone. Its up to you which you prefer...but im staying locked in with shares.

Could be right. The value of antibiotic IP is going up every day IMHO. they may be waiting to get the best shareholder value result (eg less dilution from stock issued to raise finance ) and that could come once the global antibiotic investment funds have been allocated or defined with possible recipients of funding. I think the chance of MTFBs antibiotic being shelved is very small and hence folks should see the outcome rather than sell their shares...just sit back!

Just took the opportunity to soak up a couple of grand more at 0.5p - think its a bargain price for what could be ahead here in coming days/weeks.

By the way, I strongly believe now the complex RTO of choice being put together is a 3 way construct of Lamellar Biomedical, MGB Biopharma and MTFB - it would have 2 phase III assets giving it institutional investor appeal in the near term R&D portfolio at low to moderate launch probability risk and also a longer term core technology of the LAMELLASOME platform. There is enough here to attract good sized investment for Covid/urgent global antibiotic initiatives and CF/gene therapy delivery in respiratory IMO. There is also a good story that UK Gov't and Scottish Enterprise can promote to justify their part at national and international levels within global health initiatives. If you think about it there was the perfectly timed Non-Exec appointment of Chris W who is a Director of all 3 entities and also it is a few weeks later MGB announce successful phase II trial results on a new mode of action antibiotic -needing considerable equity investment (list needed?). If you are in any further doubt have a look at the shareholder base of Lamellar and MGB - high concentration of same investors co-working together (Scottish Enterprise, Barwell Plc, TRI Capital) - no brainer....they all have a vested interest to grow shareholder value of these two entities together and what better timing to RTO into MTFB "cash shell" with a resurrected respiratory antibiotic with a globally emerging anti-microbial wall of capital? We will see if I am right very soon I suspect. I'm sure the paid de-rampers will jump on this message; have a think on it overnight and go with your gut feel. Good luck all.

Given the mistaken euphoria from Friday due to mis-interpretation of the loan (security) being paid notification from Company's House (not!) then this will trend to around 0.40-0.50p I'm afraid yet again IMHO.

Yes thaiflier I think its the january announced charge being removed. The payment in kind was the issue of the warrants and not in cash as far as I am aware. The security transferred to the IP assets directly instead of a guarantee from MTFB PLC ENTITY.

IMO you cannot go wrong here if you are in the stock for at least 6 months with the present bargain price and its risk / reward characteristics - lots of positive news will definitely come through to lift this up and re-rate the company going forwards. Bigger buy sizes today are an indicator of confidence of small investors and day traders...the general curve is pointing up now after the good capital raise for investment in the business and clearly the management team are very bullish and hence their interest in participation in the recent financing...just wait and enjoy the very decent return on your money for the next year or two at least.

In addition, regarding the loan restructuring: "Motif is granting Hercules warrants over 121.3mln shares – roughly 25% of Motif’s issued share capital – that will expire on 27 January 2025 if not exercised before then at 0.42p a share." Hercules are clearly keen to exit with a sale of assets rather than a crash and burn option, otherwise they would not have agreed the 2025 date!

Just for information, additional time to resolve this either way: -a possible "get out of jail free card" is always likely if an extension of suspension is needed - perhaps this is why MTFB Board have strategically delayed publishing their latest accounts to lay some litter along the path to an extension of suspension or a delay is needed.....see link below
https://www.ilntoday.com/2020/04/covid-19-temporary-measures-for-aim-companies-and-nominated-advisers/