Member Info for Greend100

Good point Bronx...time to strip / spin off non-core elements...so just bring on board core business - possible...
Re Invesco makes no sense to me unless its policy decision as others have mentioned, change in strategic direction...?

It's plausible and assume SGS would be the most logical...rather than being tied in for two years, CF could take the money and run...appealling...
However, more likely it's early Jan, working through implementing the deals signed and working on the big ticket items...all takes time, factor in Christmas, lockdown and increased people on sick leave... Need time to get things done, after what was achieved last year definitely giving Orph the slack to do what they need to do...
Was only last month people moaned there were too many presentations, which were too repetitive...stops for four weeks and people complain about the lack of updates :-)
Too much going on here for it to be quiet that long, and given CFs investment, I'm pretty chilled that he'll do what's best for SH returns...

I would expect today to be a quieter day, but now only one week until move to main market (and top line data on trial) so momentum should still see a nice rise to next Thursday...
Shorting still significant in US and bots keep ticking over...anyone got credible views on why the shorting? What's the motivation for it? SP is only moving in one direction so only going to slow the rise rather than drive a dip and also possibly increase the disparity with US market.
E.g. Could big guys be doing it so it keeps the price down giving a lower entry when they can add to main market portfolios after next week...there has to be a driver for it...
What's happened to Whimax...this used to drive him nuts...

I think there's a great fit with Regeneron, but think we might be adding 2+2 and getting 5...potentially...
Looking at LinkedIn, looks like he left Regeneron in Jan 20, and consulting since then...so likely he's been recruited for expertise in field and to take Foralumab to market. Granted, could have been consulting for Regeneron, not unusual to make previous employer one of your initial contracts.
Converse and conspiracy view...been working closely with TILS and Regeneron last few months and now completing Due Diligence prior to integration....if you take the latter view, would be done and dusted pretty much as wouldn't have someone in the camp based on a possibility...can think of a number of cases of CFOs, COOs parachuted in who went onto acquire for a third party...

With you on that BB...suddenly gives Tlsa credibility in the US where it had faltered for various reasons in the last six months. Think it will be seen very positively stateside and might see the gap close this pm...Regeneron highly thought of...
Remember, Kevzara (Regeneron/Sanofi) - Sarilumab - is anti-IL6, if that was to be used orally, don't we have the patent through 501? Talks become a lot easier now...
For info, they pulled their Covid trial in the summer, nasal delivery would help resolve the issues they had...

Watch that SK...just jumps on any fast moving share... rainbow chaser ;-)

Agree DG...think Nasdaq SPAC most likely for Imutex, given momentum on vaccines, US appetite, personnel appointments...can't see it being sold unless big money...

Wearables - would be gutted if he gave time for people time to jump on board for a divi. Key driver for me is sustainable recurring revenue, some nice mid-value, long term repeatable contracts would be my preference...it would lead to a re-rate as you say so would get a kick back anyway...

Still find it bizarre how negativity creeps in so easily when things go quiet for a few days...think people need to print off Sportys note last week and keep it under their pillow...

Thanks for posting DCR...what a fab comprehensive presentation...
Any new potential investors...make a coffee...30 min watch...all the info in one place...

Just some general thoughts as we head into the weekend...

TILS could have done an expedited TLZ501 trial rather than using Foralumab in Brazil. TLZ501 is anti-IL6, human version of Actemra/Kevzara, so would have been the safe bet, given Actemra/Kevzara have had 'some' positive effects on CV19 patients. However, they ran with Foralumab... (501 will be trailed this year anyway, but has a more limited market (assuming CV19 goes away to some degree in the next 12 months)).

As for Foralumab, aside from the positive effects on CV19 (extent tbc), we've no toxicity issues, dosing insight, and some efficacy understanding which will give huge value to the Crohns and MS trials this year...two birds with one stone, address Covid but useful data to aid ph2 in Crohns/MS market...

This is a key piece for me...success here gives greater confidence to wider market application...and that won't be lost in the industry.

Dr Weiner seemed pretty upbeat and as someone mentioned earlier this week, he's going to be more concerned about credibility than pumping a stock so took his proactive investor interview positively. (About as excited as a HMS doc could be).

On sample size, said all along we don't have volume for stat significance...numbers way too small. If you've got 39 patients and 16 of those are a control, have 23 with just Foralumab or Foralumab/Dex. However if they can show +ve effect on 30-40% of these it would be compelling, and a broader trial wouldn't take that long...3-4 months I would assume...(either standalone or in partnership).

On the loss of smell...seen reports of anywhere between 40-80% of patients suffer from it, so even with limited sample size, that will grab attention if they can back up the anecdotal evidence with numbers...and a potential headline grabber...

Assuming update ties in with main Market move...8 working days to go...

(TTB...lots of LTHs here who believe in the science...just sat watching and waiting...keep up the posts!)

Was with you on that post Jimzi...until the sultry wink...;-)
Think too many looking for the quick win...he's trying to develop a successful business, not asset strip so pi's get their divis and then move onto the next share.
Things slip when negotiating...personnel change, lawyers on leave, board meetings to review etc..., all looks pretty positive, if things take a little longer so be it...enough to be excited about going into 2021...

We've been here before though, at some point when selling through it will kick onto the next level...just tends to need something significant to push the volume through.
More confident now than I was 6 months ago given increased capacity and therefore run rate...hoping they kick on with growth in 2021 - keep seeing talk on advfn about divi - can't think of anything worse - can't be best use of funds imho... keep investing (modestly please) to grow the base...there'll be one offs from prep/Imutex/wearables (possibly) at some point anyway.
In terms of risk (in case I'm missing something) beyond needing to wrap CF in cotton wool and potential of CHIM not getting approval in the coming weeks,anyone seeing other significant risks coming into 2021?

Morning BB...hope you are well!
So it did...think it was the one below...
Think LSE must have stopped for Christmas...or the Data Centre engineer is in Tier x (pick a number bigger than 4...).

The CRO won't be allowed to release the data, they'll be running the trial but will be under NDA.
As with most trials would expect two phase news release though - initial findings, then 2-4 weeks later the detailed analysis, post-board/peer review - that piece could be tied in with main market (imho)

My assumption (could well be wrong) is that we'll get high level RNS first week of Jan - trial completed, anecdotal feedback. Gives sufficient info to allow for PR push ahead of main market listing.
Then detailed results after main market for further momentum (data, P<..., etc...., next steps).

Just my musings for a Saturday afternoon...

As mentioned earlier in the week, in confirming the main market listing you would assume the last six weeks are showing positive data...

Would be a bit odd to move to main market and within 1-2 weeks prior announce that the crown jewel doesn't have decent trial results - would be a damp squib...you'd hang fire until you had more positive results e.g. wait until MS trials next year...

Can see two scenarios...

1. Move to main market and then announce trial results...would give a positive impact after moving, but timings don't tie-in if looking second half of Jan,
2. Announce results early Jan - tie that in with ii presentations so you have a positive story and momentum when you move to main market with a new demand from institutions...

I'm thinking 2 is most likely...

The only risks I'm seeing is statistical significance / limited sample size...which might leave a little indifference (thinking 4D with IBS)...

Upside might be that we can see increased effectiveness as a ****tail (in this case dexamethasone) which opens doors with other pharma and hopefully shows toxicity/efficacy benefits that promote use of nasal/oral for other mAbs, and ideal world...any data signals that give increased support for likelihood of Crohns/MS success next year...

Interesting couple of weeks coming up...

Iceman...warm countries??? ;-)
Have a good weekend all

If they're sold, I'd expect a little dip in share price as the special div would hopefully be on a retrospective date ( end of previous day)...?
CF doesn't want share price volatility, chance for people to jump on a bandwagon for a week and send share price spiking...can't imagine he'd want that...

Now would I pursue main market listing if my flagship drug wasn't having a successful trial...?
(which started 6 weeks ago...)
I wouldn't....can't speak for Tiziana...

Useful posts - thanks...
I'm assuming this just makes the for sale sign shinier rather than Prep looking to undertake the ph2b...what's the thoughts of others?

Can live with the share price not rising for a while as long as the positive news keeps coming...thought this morning's RNS was key re Codagenix. Will right itself eventually.
If it's just investors snakes and ladders, so be it, we did have similar at 12/13p...lot of positive news but sold into, climbed eventually...