Member Info for Greend100

Expecting news of next trial in the next couple of weeks max...given personnel additions, stated desire to expedite, partnership intentions and Covid need, not going to be long.
Jenn...looked at your post history...bit of a theme isn't there...

Mello Monday on 22nd Feb,
Proactive Investor 11th March
Think an LSE one in aswell for April

Definitely something curious going on, just can't fathom out what...
Has to be short term as once financials and outlook produced, would expect a re-rate (IFRS etc... set so confident we have an accurate picture then). Equally not slowing down on the PR push, 4 in the diary so something of a dichotomy there...
If CF does still look at these boards, can't miss the noise so might find out more tonight...
Assuming it does link into increasing holding / Invesco, can't see it linking to SGS given the stated upside potential...not in CFs interest.
Whatever the driver(s) assuming it plays out in the next couple of months, and can wait for that, just makes the resultant uptick sharper...

Sentiment seems to have changed on here a little in the last couple of days :-) ... Cathal the biggest shareholder...he's always going to do what's right...sleep easy with my holding here.
Re share price, we have no control, external forces with ii's...personally think it should be high 30's, but if it drops down to 22/23p, so be it...fundamentals improving all the time (love seeing run rate improve).
Loved the sausage machine quote yesterday...fundamentals will win out eventually...

With you on most of that Sporty...in for the long term...don't care what happens today...kind of respect the efforts to drag it down...
Post-news, people don't see the rise, so sell...others pick them up...
Key piece for me...they've proved Foralumab works, shoe in that TZLS501 does and Milciclib well progressed...hugely derisked, don't feel like I need to track it daily now...(but probably will!)...

What a fab interview....less polished, more genuine, relaxed...nice to see...

Great news! This has just been derisked completely...it works. Bio data to follow but given personnel involved, confident in that.
However it prigresses, direct to market, partnership, funding etc..., It works!
190mn shares, minimal free float...
Onwards and upwards!!!

Interesting post Tamer...thanks for posting.
Did some digging on Bamlanivimab, is synthetic rather than fully human.
Interesting part in that article..."Some in the public health community have also argued that monoclonal antibodies are simply not worth the effort because they are complicated to use. A recent article on NBC News quoted experts who explained the three issues involved: antibodies must be given intravenously, the infusion takes one hour, and the highly contagious patients must be kept apart from other patients."

For those into the science...this site really useful info source, if a bit dry...
www.pharmaceutical-journal.com/news-and-analysis/features/everything-you-need-to-know-about-the-covid-19-therapy-trials/20208126.article?firstPass=false

Suggests Bamlanivimab only showing effectiveness in combination...still IV...
Treatment with bamlanivimab and etesevimab combination therapy, but not bamlanivimab monotherapy, resulted in a reduction in SARS-CoV-2 log viral load at day 11 in patients with mild to moderate COVID-19 (Gottlieb et al, 21 January 2021).
The original trial (Eli Lilly) was stopped in October due to safety concerns, although did have emergency approval...current side effects consistent with other chimeric mAbs...
With TZLS501 being fully human and then nasal/oral potential, hope that development can be expedited, hence saw the F3 SEC form as a positive last week...
While Foralumab results should be positive (given the mood music) albeit with small sample, really intrigued what they say with regards to next steps across the full pipeline...for those with the patience think a huge 12-24 months coming up...

In the 2019 AR it states 10 employees, I would have thought a little higher now. All the trail activity is CRO run so not employees, as is the drug production, so primarily R&D - don't need a lot of people for that.
As discussed previously though, definitely seem overstretched.
All changes after next week if the results are positive, lot more people or partnership to progress.

:-)

Knows his stuff, occasionally posts on here...

Evening Axe...they mentioned "in the next couple of weeks" last Thursday, they have also mentioned Jan in the updated investor presentations this week, hence folk assuming tomorrow as last working day in Jan.
Personally can't see a 2.30 RNS on Friday...and tend to do Mondays, so thinking next Monday (IMHO)

Just doing some reading on the new CMO, came across the piece below, might be of interest...

Dr Graham is a medicines development expert and infectious diseases epidemiologist who has had a distinguished academic and business career. He recently retired as Vice President of Strategic Program Direction at Regeneron (REGN:US) where he was responsible for the pipeline portfolio and successfully leading development of immunology and inflammation products from preclinical development to post-launch. Between 2007 and 2009 he was Senior Vice President, Program and Portfolio Management at Vertex, Cambridge, USA, overseeing all development programs including studies in cystic fibrosis and inflammation. He has previously led clinical development programs as a senior executive at Trimeris Inc. and XTL Biopharmaceuticals. He has also recently joined Evelo Biosciences (EVLO:US) as Chief Development Officer. Dr Graham was educated at University of Adelaide (MBBS, MD, MPH). Between 1993 and 1997 he was Associate Professor of Epidemiology at John Hopkins University School of Hygiene and Public Health with research focused on HIV, tuberculosis and hepatitis. He has authored a number of books and publications including a considerable body of work on respiratory illness.

I would counter Orph's strategy is one of growth (now, probably not the case 12 months ago).
The growth in beds, and future leases gives an increasing ongoing revenue stream from increased capacity, and the Venn piece follows suit. The wearables element I personally doubt will be as sizeable as has been discussed, but again should be long term run rate business rather than one off sales.
There will be costs for maintaining assets, primarily Whitechapel site, and I would assume fitting out any new locations ( to some degree), but my personal view is completely different to 6 months ago in terms of scope of growth potential...
Key risks for me is CF staying fit and well, it feels too dependent on him, and then ability to win new contracts 2-3 years down the line, which by their nature are short term deals, but would expect it to have been sold by then...
Just my thoughts...

Would expect RNS Mon/Tues with Sharetalk Weds...

All dropping in the sector...DDDD -6%, SAR -7% , NCYT 8%, TRX 6%, AVCT 8% etc...

That was a quick rebrand :-)

Hi Abbas...I don't see it as a particular concern if they are...given growing interest/demand in TILS, and it may be that I'm missing something...
Was a Twitter comment a few weeks back inferring Empery were increasing their stake, someone will put me straight :-)

Only on my phone but couldn't see any figures in that second SEC filing...

Not quite clear on that SEC update - might be misreading it (probably), but does that suggest Empery are out?
They increased their stake from 3% to 5.3% last year (were one of the ones at the $5.20 per two shares)...