Member Info for Gallmat

Some big buys. Probably the chairman increasing stake. Look at the insider buying here. Millions of pounds in last year

Not sure on yourbpoint.

Thr cost to us is 2.3aud. That is what we paid.

Yes there were other legal costs. Those qre paid by 3rd party.

How sure why you saya 1200% return is not great.

So far they had 30m usd here. 10m aus in prior case. Pfas case which is probably 15aud and another class action for circa 4m aud.

The increase in book value to share price is huge.

Also why should this trade close to book value when they are posting 200pct returns on cases!

This is bonkers i think value of imvestments was circa 55m gbp at last results. Last 2 aud cases made 20m gbp. Plus we have carillion.

Anyway, as the book value increases the mispricing will become more and more apparent

We will to need to wait for end of trial to get information even if the company tells us nothing :).

If the trial is still ongoing after 8 doses. Then you know standard dox has been completed and the ava6000 is ongoing.

It will tell you more cycles have been applied.

I would not say a formality.

But clearly there has been no negative news. Only positive.

The reality is at this stage it could not be going better!. Great tests in animals. Great tolerance in humans, chemo in tumours. Notnsure what more you can want

I would not say a formality.

But clearly there has been no negative news. Only positive.

The reality is at this stage it could not be going better!. Great tests in animals. Great tolerance in humans, chemo in tumours. Notnsure what more you can want

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I would not bother posting facts to these posts.

Clearly it is not true

Do you really think nobody else made a profit

Seems like it is within the fund which i did not expect.

Profit is profit.

In some ways happy as than now implies that the money from our own balance sheet items is somewhere else

They will need to finalise the close of the 2nd fund soon. Too much cash coming in

Thx.

Good news. I personally wanted a bit more from this but a win is a win :).

Think that is my point. If they can ramp volume the details do not matter much

Debt is not due for couple of years. I think when fed starts to reverse rate rises it will fly.

We have time for that to happen

They have higher costs! Hence price fall

They also operate in small flake not large/jumbo flake. Different market. Read aim chaos

Can someone explain how technical analysis of past prices helps when the biotech stock is driven by factual fundamental news releases.

Why worry even if there is a 30m gbp cash raise in 1 year.

At this point the 1b trial will probably be going for 6m(26w)

The standard chemo is given over 18 weeks.

There will be some data read outs and our drug will have been applied for more than standard chemo

Ok it will be dilution but for a good reason.

Honestly.

Not sure we need a detailed calculation.

They will be profitable. Have a plant as collateral.

Can use this to raise debt or use internal funds to expand.

Given the low production costs the benefit here is from capacity expansion and we have the platform set. In a year or 2 what we were making now on 30k production will be irrelevant.

Many thanks.

Their valuation is interesting. Our success probability seems to be 2x a generic level, even though we are delivering an existing drug that has worked for a few decades.

Also many of the milestones in stage 2 trial. Safety, delivery mechanism and theraputic dose have some data from current trials

As a non expert it is hard to comment.

They have debt. People worry about interest rates.

When fed and boe cut in future it will fly.

In interim hope we can deleverage a bit.

Rest is noise. Operationally doing ok.