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Truth is we don't know who is selling unless you are an insider but with 35 Billion shares in issue there will be sellers - personal circumsatance or not - the reality is without news the SP will drop, as there will be sellers
I think you are probably correct Fatgreek with the topsy turvy nature of the SP you could see DP and AS getting frustrated that their efforts are not being recognised and acquiescing to MSD overtures. However, I think that would be a shame when they have an opportunity to build a great business and let the SP ride on.
Redbox, drivel would be a kind compliment for your post. Havoc, you are correct the share register is the way to go; I don't beleive I have been slating SYME for a long time (I think there are some major posistives to SYME, I think IM if taken up by businesses will be a game changer in many ways, none of which have been extolled on this board by the endless infant's chant, however, as we have all seen there have some major fumbles / changing the goal posts along the way - I try to understand what is in front and behind the decisions my investments make - it gives me more confidence in my decisions) If you follow the share price back which I know you know, you will see there is a probability that a number of investors are still pretty sanguine about their investment here.
I will post the share register when I get it but other than wishing all well for the football tonight, I will leave you all in peace in the romper room - play nicely.
The information was posted here yesterday by another poster and as ever it was construed as great support from II when it is clearly platform holdings for multiple investors or ignored; most importantly it shows that AZ is selling when he has clearly and publicly stated he would not be selling.
I will sell while in the black and probably before the end of this year as these integrations will add additional delay into what is fast becoming a very unfocused roadmap. For me this is an ultra high risk investment - known in my circle as the "Dodgy Share" so the sooner we can see substantiated evidence of IM the better for all.
When I get a copy of the register i will share it here but there is a problem here in that a number of people when given the facts tend to (purposfeully) ignore them and prattle on and when devoid of any answer say sell up / you are not invested / trolls
Probably a tad early to pass judgement on Amy Benning but things seem to have been done in the correct order ie Funding (not a big fan of CLN) and then the accounts, in a short space of time; the accounts as we all know would not be spectacular so the sooner out the better and we can now concentrate on the future. What is exciting is that an executive board is now coming together, looking forward to the Tradeflow guys doing some of the heavy lifting with AZ. I am hoping that AB will be robust, eagle-eyed on the risk whilst being commercial and ensuring the sales guys don’t get over confident. She has a massive part to play in steering SYME and I wish her all the best.
Steve - That is a very well thought out reply, it did take you a while - that plus your last post tells me a lot. I am heartened to know that you are so super smart and super normal given that I so am stupid and odd. Enjoy yourself.
Steve - why is it stupid - you think we are going to be funded through a different source in 5 days - that strikes me as odd. So the fact that you can take the shortest way out strikes me as odd but the possibility and that the liability if SYME continues to drad on the two year fund with a one year maturity (Fact as per the RSN) is the most stupid comment you hve heard - each to there own but i would read the RSN is written in black and white
A straight placing was everyone's considered view of the funding - no problem ; the fact that we end up with CLN seems to suggest that other II are not lining up to invest and this claerly has serious implications for the model in the near term - not to mention the SP will probabbly be at the mercy of the CLN holders for 3 yrs as SYME continues to drawdown
"BTW they don't have to dilutionary, if paid back no dilution.." No but they will be
and you can guarantee that if there is a spac listing AZ and Negma will substantianlly benefit to the cost of PI in a backstop financing arrangement.
all you have to do is bundle up 500 Syme shares or so as a 1USD ADS and trade them as ADSs - 4D Pharma recently dual listed via a SPAC cost them net 20M USD via dilution on a £150M Mcap) and share price dropped on listing from 110p to 90p now back to 108 was trading at 130 before the final PIPE bomb which took it down to 110 - be careful what you wish for
Shared from ozzywalker ADV.. BB
https://www.clinicaltrialsarena.com/comment/microbiome-therapeutics-immuno-oncology-agents/
Clinical data and industry partnerships have fueled a shift in perception of the microbiome-based therapeutic market from nascent to developing, with GlobalData forecasting the market to be worth $1.554B in 2026. Clinical data and industry partnerships have fueled a shift in perception of the microbiome-based therapeutic market from nascent to developing, with GlobalData forecasting the market to be worth $1.554B in 2026. For developers, therapeutic areas of interest include infectious disease, gastrointestinal, dermatology, and oncology, with these segments holding 33.3%, 24.0%, 16.0%, and 13.0% of total pipeline products, respectively. Candidates with a higher number of total pipeline products include Vedanta Biosciences, Mikrobiomik, Kaleido Biosciences, 4D Pharma, Seres Therapeutics, and Galenus Therapeutics. The distribution of clinical trials across therapeutic areas mirrors the pipeline such that infectious disease (32.6%), gastrointestinal (23.8%), dermatology (14.4%), and oncology (12.7%) hold the most trials. While big pharma has generally adopted a cautious approach, several players such as Merck and Co, Takeda, Genentech, Gilead, and Johnson & Johnson are forming selective partnerships with companies in the microbiome space.
Reported successes reinforcing market value include the positive Phase III results attained by Seres Therapeutics’ leading candidate SER-109, which significantly reduced recurrence rates of C. difficile infection. Encouraging clinical data have also been reported by the Ferring-owned microbiome firm Rebiotix as well as major player Finch Therapeutics. However, outcomes from the collaboration between Merck and 4D Pharma have garnered attention as a key value-adding event. When combined with Keytruda, 4D’s candidate MRx0518 managed to exceed the predetermined threshold for disease control rate (DCR) of 10% to obtain 42% in patients refractory to prior immune checkpoint inhibitor (ICI) therapy, with monotherapy data demonstrating single-agent immunomodulation. Aims to further evaluate its lead single-strain live biotherapeutic product in new combinations and in earlier treatment settings are therefore unsurprising, with 4D Pharma reporting a clinical trial collaboration and supply agreement with Merck KGaA and Pfizer for Bavencio.
Evidently, immune checkpoint inhibitors have revolutionized cancer therapeutics; however, most patients fail to respond to these agents. Merck therefore stands to benefit, as 4D Pharma may provide an avenue to overcome resistance to checkpoint inhibitors, thereby increasing the addressable market; advantageously, live biotherapeutics are anticipated to have a favorable safety profile. Smaller cap microbiome companies will also benefit from having a higher number of industry partnerships relative to competitors. By leveraging the understanding of immunotherapy