Member Info for Greend100

Agree…if it is backed up by fact and isn’t repetition of previous postings…

It’s clearly not a lifestyle company (gets bandied around all the time), would agree comms should be better, but it appears all is going well if people read recent all the details in recent RNSs.

Prof DC hasn’t exactly benefitted financially to any great extent from this yet, 20 yrs of research has been done for the greater good, she only benefits to a significant degree by reaching the end goal here…

In the Stockbox interview (30th March) and the Sunday Roast interview (12th March) AS mentioned that the next key milestone is the delivering of the SOP (Standard Operating Protocol)

Soundbites…

- “from point of delivering a SOP with platform, reagents, everything ready to go….” to establish LDT ready for clinical testing in the US.

- “can’t start till we deliver the SOP…”

“We’ve got our automated platform ready to go…etc….

That was four months ago…

Linked to that, we know Corepath were looking at having the LDT ready in FY23, and from SOP to LDT available for clinical trials is c 6 months as per AS comments , which collectively would SOP can’t be far away (taking into account standard delays in the sector) and Cizzle were working on it 4 months+ back so can’t be far off…

Linked to the above, I got an email back from Tim Metcalfe a couple of weeks back, he mentioned they were conscious of the need to provide updates to shareholders, but needed to be material news. He also mentioned about the poor current small caps market sentiment which I thought was a curious thing to add, but I took it that they didn’t want to deliver minor news when there wasn’t the market buoyancy to support it.

(We are starting to see shoots of that changing in the last couple of weeks.)

I suspect, and could be wrong, that they’ll be mindful of recent spike in March, and that any news announced needs to sustain momentum. I’d therefore expect next news (other than wider stuff re partners, Conduit etc…) to be around delivery of the SOP rather than piecemeal RNSs around mAbs, reagents, assay optimisation etc….

Hoping when news lands, and doubt it’s far off, is that it’s substantial…

IMHO

Like for like will exclude disposals, for example VF Hungary would have been in last years figures.

You asked this last week and got answers…

My inference this time from your question is that you want to sow doubt in shareholders minds it’s a P&D after CH moved onto FAB…

This is just a waiting game imv…two options…

1) buy in after positive news and accept you miss the first X%,

2) Hold, accept it might drop a little but in at the point news drops…

(HE1 as an example this week)

Had confirmation this week all is going well with Ciz…just waiting for news to drop

Anyone still genuinely believe the class clown still holds shares in Ciz??

Let’s be honest…no-one has a clue what the next few weeks will bring…

- shorters will talk it down for their own ends…

- those wanting in at a cheaper price point but see opportunity will talk it down in the near term

- those already invested will generally talk it up…

There could be news tomorrow that they’ve completed SOP and are shipping their LDT platform to the US/China, new agreements with NHS/EU/India etc…, but equally could be months away…

Only thing we know is that things seem to be going well and heading in the right direction, but speed of SP changing news is an unknown…

“The two most powerful warriors are patience and time” (Leo Tolstoy)

While the SP decline is disappointing, it’s off little volume and news is due…so pretty pragmatic about the current position…

It is only 3 months since the last interviews, but hoping a new update will happen in the next couple of weeks given feedback from Tim Metcalfe following the recent placement (thanks chuggs). It’s also nearly a year since Hardman did their last valuation so hoping we see news on that front (£23mn valuation last July vs £6mn current MC).

All recent soundbites from AS suggest things still progressing well…

“…single protein biomarker with the performance that we get from it”

“…honing the test to meet exactly the market demand…we’ve got our automated platform ready to go”

“All very positive from our side with a very clear path…”

…and the recent placing RNS referenced continued development of an LDT… so nothing to suggest anything isn’t going to plan…it’s just time…

Add to this the low salaries of the board, use of options and the understated nature of the exec - don’t create unnecessary rhetoric to push up the SP despite the contrary view of 1 or 2 here - suggests they think they’re onto something special…all bodes well imv…

Below gives a bit of insight on the SOP needed to ensure markets have the necessary information to start clinical testing.

https://en.m.wikipedia.org/wiki/Standard_operating_procedure

Given this was flagged as being the key dependency 3+ months ago, would like to think we’re coming up to a news rich period…

Where do you start with this one…can’t go through all of your comment but a few counter arguments…

1. The company isn’t making any money , no product is even close to been on the market.

(A) Neither do a lot of biotechs, that’s kind of the nature of development…loads in this space at multiples of Cizzle’s current MC…don’t think your comment is relevant.

2. No one is buying , no company is interested, the china deal won’t go ahead as political BS will get in the way.

(A) Might, might not happen but Hutchison have just merged their Uk opp with Vodafone UK. I suspect China will do what’s best for them.

3. The US well that’s another story as usually they only ever support US drug products.

(A) Err… check the US revenues of AZ…$18bn…

4. and the NHS well they are getting involved with companies and trails now that will only get better as the money and the exposure the companies will get will help to fund their progress.

(A) Seriously? If the underlying technology of the product is flawed, chucking more money at it doesn’t make it better…question here is do you believe the science here…personally do, if you don’t, no point in sticking around, would be akin to buying Cine shares as it seems good value at 3p…

Surely if you don’t believe in the direction of the company, you’d sell and get your 20% out??

This is just an assessment of level of risk isn’t it (would have expected it to already be happening already tbh)

Do you smoke, have you smoked, job exposure to particles, family history etc… think you are high risk we’ll get you in the system…

This is a bit of a pointless discussion…it’s folk just trying to be negative…

Sure, first user advantage has some benefits, but new entrants come along with products that are cheaper, easier to use, more accessible etc… etc… whatever the market…

The list isn’t really relevant now though…market is wildly different to two years ago, less money kicking around, lot more reverted to cash etc…

Abdx floated similar time at 110p, fell to 3.75p

Trellus was 70p ipo same time, now trading around 6p…

Compared to most recent placings, Ciz raise at 5-10% below current SP was a strong endorsement imho…

Live in Yorkshire…we make up the difference to market rate by part paying in brassicas and roadkill… :-)

Slightly different to ODX / ABDX etc…with CV19 LFTs…Others were cheaper, could deliver volume when needed, international market etc…

On a collective £120k salary…yep some lifestyle company…

I’ve got a plasterer in today…he makes £50k a year…think the guys at Cizzle are in this for the greater good and future financial upside from success, rather than it being a lifestyle business…

It was on the cards…funded through FY24 doesn’t mean they could leave it till then…the fact it’s done and dusted rather than open placing removes the protracted drama around the raise.

If Conduit had got away in Q1 they may have avoided a raise, but given the delays there, felt inevitable.

Expecting an update in the next few days now this is out of the way to create some positive momentum.

Would you care to share what issue you have seen in the various global patents that has caused concern re the robustness of their IP? Can’t wait for the reply…

The company didn’t pump it up, they’ve played it with a straight bat, getting on with the job in hand - news will be announced when it can - AS certainly wasn’t ramping things up on Stockbox / Sunday roast calls etc…

Any pumping was just coming from the twitterati…no different to other shares each week.

Not phased at all by current SP personally, if it falls further I’d expect it to be aggressively bought into…

I’m not seeing bad luck if you have a slightly longer timeframe…the science is strong as are the personnel, short term volatility typical of small caps…chunky sells / change of hands will have that effect.

If the exec are willing to stick to a collective £120k remuneration package and take options instead, they know they’re heading in the right direction…

AI while helpful in identifying potential candidates, it’s still a drawn out science to prove the potential…7 years in the case of the antibiotic candidate…