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1.67% decrease today

Hi Jatw, on that basis does it make sense to buy at this price as the big boys like Elliot who have been increasing their stake at the 920 levels won't want it to drop so will either find a way to push it higher or accept the 925?

I think the board might actually be quite open to a deal actually.. maybe not in the past and they were obviously hostile to the Advent approach as JPM were brought in as NOMAD fairly soon after presumably to support on defence against further potential takeover approaches, however i think the landscape's changed quite a bit since then, most of the board makeup has changed with lots of new faces including a new chairman, and really it feels that to make the most of what Clinigen has and could eventually become, taking it out of the fast paced, short-termist listed environment and making some more sensible longer term investments might actually be a significant advantage. Given the average price since the profit warning in June has hovered around £6 and wasn't looking like it was going to go north anytime soon, an offer price of around £9 representing a 50% premium seems quite attractive.

Can obviously see where you're coming from on your views on proleukin and it's clearly not doing what was expected of it which is why it's being called out, but what you're missing is the end goal which is the novel TIL therapies that the likes of Iovance are in the process of developing and which we've been told require the use of proleukin alongside it. Most scientific commentators are clear that TIL is the way forward and it will be a game changer in oncology, it's a question of when, not if. So Clinigen just need to sit on it for a little while and they have a whole brand new explosive market which could completely change this company and put it into the big league. I just hope there's no further silly acquisitions like the recent ones which don't seem to have added much or made sense, just need to keep adding in drugs like Erwinase which are low up front cost and make use of the infrastructure and capacity which has already been invested in.

Yes, as it's before the ex date

Delay to the TIL therapy announced by Iovance last night
https://www.globenewswire.com/news-release/2020/10/05/2103814/0/en/Iovance-Biotherapeutics-Provides-Update-for-Lifileucel-in-Metastatic-Melanoma.html
They're taking a 20% hit pre-market, think it's having a knock on effect on Clin

You can see all RNS that come out here: https://www.londonstockexchange.com/exchange/news/market-news/market-news-home.html

Worth a read every morning at 7am

Looking forward to it :)

I know this is probably pennies to most people but i did buy 400 shares at 137.6. I had a limit price of 140 but just noticed this morning that the order was actually filled at 137.6.

Yeah I got back in at 1.35 yesterday (already losing me money again) but feel a lot more confident about it now, and like I said I'd feel a hell of a lot worse about seeing it rise (which im sure it will) with me out than go down slightly when I'm in.

Going to hold strong this time!

I made that mistake here. Had been holding for about a year with an average of 1p but it seemed like every time there was a good news RNS the price dropped, I got fed up after the last raise assuming it was heading down further and sold at 0.25p. I think its actually more painful missing out on a rise than riding it down!

Really regretting selling out at 0.25,

Sooo typical.. i buy at the top and sell at the bottom. RNS comes out just after i decide to sell :(

I've regrettably sold my 414k shares at 0.25p. Was hoping it might go up again but i agree with other sentiment that there'll be more placings and further dilution which will push the price down. Good luck if you're still in.

Good time to average down now?

Just bought another lot at �8.80. Reckon it will be back to �10 in a couple of weeks.

Maybe just didn't like being a part of a bigger business? I don't see many CEOs going back into divisional management. Maybe just fancied some time off to spend all the money he made.

Doubt it as it won't happen, and Clinigen's main business in the US is clinical trials and managing early access medicines (which are often free of charge).