Member Info for EyeGuy

lovely. looking strong today. Back towards 30p in no time at all imo. A few 20% plus days coming up I reckon

added some more here.

Took some more and I will keep adding. Come back in the summer and imo will be 50p plus. Build up to subarachnoid phase 2b readouts. Another billion dollar industry. That's it a major doesn't take us out for multiples. Sit back and relax. Have another cigar

for an 80% profit. GLA.

Reuters reporting the same. 5p per share. But he will take care of immediate funding requirements.
Should be a good day

5p per share offer
https://www.itv.com/news/2019-03-27/sports-direct-accuses-debenhams-of-theft-as-it-attempts-to-avoid-wipe-out/

Took a few k this morning. The SP component of the total likely package MA could offer is only small % of the total.
In other words the SP even if we are offered 10p per share still remains a small % of the total.
So more favourable for shareholders

not a great response from Debenhams tbh.

News priced in my arse. The results are better than they thought. SFX-01 hasn’t got a competitor.

http://evgen.com/wp-content/uploads/2019/02/EVG-Company-Presentation-Feb19-FINAL.pdf

CDK4/6 inhibitors work for an average of 25 months. Then there is nothing available bar chemotherapy.
The market for CDK4/6 inhibitors will be $9 billion annually from 2021. So you are telling me that the only drug that can prolong life after is only worth £20 million at this stage?
This company imo will be taken out by a major or at least get an upfront payment for a % as per presentation.

I did consider selling my holding on the bell in the hope it would go down but didn’t think it would.
The webcast again shows that when the hormone therapy drugs stop working - which they do , then apart from chemotherapy there is nothing else that will work bar SFX -01.
So it’s unique in an industry worth $10 billion annually. Yet the SP went down from 8am. Go figure.
I’ll keep adding. Sense will prevail

a lot stands out. These patients have incurable cancer and the hormone derived drugs stop working. SFX-01 would appear to be the only non toxic treatment available. Makes it even more disappointing about the market reaction. Thought this would be 100% up on this. They have mentioned commercialising the drug- appears to be before stage 3. I think this will get taken out before then.

here needs to listen to this webcast. this seems like a game changer folks

listening to webcast now

a completely ridiculous reaction to some of the best news I have seen on AIM. Given the significance of the results and the companies figures on their website of commercialisation and market for stage 4 breast cancer drugs, this surely over next days and weeks will re rate to a fairer valuation.
Will hold and add.

not only does SFX-01 cover breast cancer, also readouts on subarachnoid haemorrhage due summer. Another huge industry. It will motor imo.

added some more just now. It should fly

the market though is one of the biggest in medicine and there does not seem to be an alternative drug at the moment.
this will be take out before phase 3 imo

im guessing that folks have taken some profit from last week. News is better than expected and industry worth billion annually. And there is not an alternative drug after hormone therapy resistance, I think big pharmas will take this out. Piddly mcap

Substantial market opportunity–CDK4/6i sales projected tor each c.$9bnby2021e1 ? Partner and /or co-develop SFX-01 as second-line therapy toCDK4/6i ? Up-front payment potential of c.$50m2 (although some deals e.g. AstraZeneca/Innate up-front of $250m for antibody in combination with AZ’s immuno-oncologyassets) ? Double digit royalties ? Partners – Big Pharma or large biotechs, opportunity to enhance existing second-line therapies followingCDK4/6ifailure

give it time to digest. I took some more at 29p so Ave for me about 20p ish. Best news on aim this year by a country mile imo. Market is worth billions annually and there isn't another drug which does the same thing. market will see sense