Member Info for Greend100

Completely agree vascular...not sure why the sentiment change here...been a phenomenal year.
Gradually increased my stake as the recurring revenue potential piece has grown...
Someone mentioned lack of news...something lands every other week, and big stuff takes time...compared to my co. (Ftse100) orph move at warp speed...
Not bothered that RNS's get sold into, all builds a stronger base and it will re-rate at some point.
Would like to see the characterisation/challenger piece approved, and would expect a bounce off that...might come out over Christmas period when focus elsewhere...?

Agree Roker - director purchases can be hard to determine what the motivation is. I think where you see them when no news imminent, it can just be used to shore up confidence for a few months while they try to turn the ship around or get additional investment etc...
Here...he's got to give news update on Sao Paolo trial in three weeks...(and for two of those weeks not a lot going to be happening)...
Wonder if GC reads these and thinks we are all bonkers micro-analysing everything...

Morning Roker...
I'm swayed towards the first option...it's not having any effect mind :-)
On the second point, wouldn't make sense, a 1% uplift now followed by a hefty fall in three weeks.
Don't see a financial benefit to him (in the big scheme), increment is so small, but may suggest a positive signal to pi's given current negativity (doesn't seem to have worked given some comments this morning).
Thinking we just wait until 4th Jan...see what happens then...
Someone mentioned tying in results with main market move, would make sense to give some momentum...

I don't think it has any impact on share price at this volumes, and don't think it needs to - idea of doing this stuff to prop up a share price is pointless in the big scheme of things, short termism wouldn't add any benefit by tomorrow.
However, what I will take from it is that trials started 5-6 weeks ago and he's buying additional shares (when no need to) so will take that as a positive sign...

So wish your initial was 'N' rather than 'J' when you mentioned your Christmas bonus...

I think there are a couple of givens here...1) pipeline looks very promising, and 2) Investor relations leaves a lot to be desired.
For me, Investor relations more important than PR, don't talk it up for the sake of it, but lack of clarity on timings, missed deadlines, lack of responding to queries, and illiquid stance on Accustem not helpful. £300k a year would fix that...
As I've said before, they don't help themselves with Accu, Okyo, TILS, dual market...stretching themselves in corporate space but not having the bodies to back it up.
Having said that, and appreciate some are well under water here, but not unique to TILS. 4D strong results and pipeline but trading at c 90p from 170p a couple of months back.
Orph climbed to 32p, Rev generating and growing but now at 23p.
TILS spiked to £3 but had been trading £1-£1.80 for the majority of last six months, so fallen c 50% but you've got Accustem shares on the side.
I think there are a lot of new investors (courtesy of Novacyt) in this space, a lot of these companies grew rapidly - TILS was 25p 9 months ago, and as people move back to FTSE stocks or become disenchanted with speed of progression, get a fall back in the price. Don't think what has happened here is particularly out of kilter with wider market...
...could still do with better corporate structure mind.

Hopefully it's a good three years for you (and the rest of us) Shakin...
...and aside from the financial hopes...huge medical advancements if all goes to plan. All the best.

Seems to be a lot of angst here today...
If in for the long term...(and fundamentals really strong for me), day to day becomes irrelevant. If trying to trade it, must be easier ones surely?
Think they need an IR team but in terms of the portfolio, it's awesome...
Shakin, not sure where to start on the £3 comment...the board had no role in that (other than the chaos on the ADRs), and it just gained momentum of its own - I assume from folk seeing rapid increase and jumping in. However...GC wasn't selling... unlike RMS, Pfizer etc....and if people think the £3 was a target for GC to get a bonus...they've hit the sherry early this Christmas... He's got 60mn shares...!
As someone mentioned earlier don't think they care about short term share price movement, and they shouldn't. Last thing I want is them pumping a share price and associated volatility...get the science right and the rest takes care of itself...

Nice find Trader...!
Been refreshing the MHRA site during the day to see if decision made...must be imminent if they are intending to start in Jan.
Can't imagine he'd be publishing a contrary opinion this close to decision time...

Thanks Roker...helps to get your view.
Will show Mrs G the bit about "agree with you completely"...just to let her know it's okay to ;-)

Thanks for sharing TSP...appreciate any other info you get on it. Assume you are at James Cook?

It's pretty simple this share for me...do I think they will be successful, yes or no...? I've no interest in short term movements, can't control it or even predict it now...Might be 60p in a fortnight, might be £1...if it drops I'll top up...
What I do know...
- They started this journey c 7 years ago, have track record, top level scientists (top table) and are now at the business end...4-5 shots at the board in the coming 12 months and an extra free dart with CV19 and we'll see where that lands in the next three weeks...what the share price does between now and then is irrelevant, it will swing wildly one way or the other at that point based on results...and I've posted enough before to show which way I think it will go...(previous efficacy tests, Actemra comparison etc...)
- Cash holding and GCs stake protect the share price from being driven to the floor so not worried about short term, seeing similar situation with 4D at the moment, and that board has its CEx equivalent chattering like Jimmy Krankie over there aswell...taking it as a compliment...
- On Accustem, I'm assuming 40-60p AlanS...I know Wainwright assumed c £1-£1.20 but not much to back that up, thinking it will start lower to drive interest and assume CE mark will come ahead of float to give it a boost...

Only negatives for me are not sticking to timelines which is a huge one...but reckon they've got that message, and linked to that, spread too thinly... UK, Nasdaq, Accustem, Okyo...
Not wanting a PR machine, don't want the volatility...just stick to dates...
Whatever happens, we'll know imminently...new chapter about to start...

The key part of the Brazil trial for me is in proving effectiveness of delivery mechanism and generic ability to modulate autoimmune response...while in part is a positive for managing Covid (and very significant), more critically gives greater likelihood of success in 2021 trials for MS, Crohns etc...

If it is successful, I don't see Tiziana manufacturing, it would be commercial agreements with the big guys...key question if it does work is then whether it can be commercialised at a sensible cost...we know tocilizumab (Actemra) is modest cost but it's not Anti-CD3 or fully human mAb...so unsure if production costs would be comparable...

Actemra did seem to have mixed results in CV19 pneumonia cases prior to the initial findings of the Utrecht / Imperial College trial announcement this week, but couple of weeks before we get more details on the study...and so far very bullish on effectiveness which I'm taking as a major positive...

Critical 4 weeks coming up...and perhaps naively on my part, given the video from the doc this week, I am thinking it will be positive...get the trials are run by a 3rd party, but 2 weeks in (time from dosing to the video) must know if showing positive signs or not...??

Last musing...while recognising you have to take Twitter with a huge dose of scepticism...if the comment about Merian sell off being in the main taken by Empery, that will have taken their stake from 3% to 5.3% in the large placing (at the now infamous $5.20 ADR (£2 a share)) and this then takes them to 15%...doesn't sound like they are concerned about short term share price movements...
(If they've paid circa £1 exc Accustem argument it's comparable to the £2 they paid with Accustem in the summer so don't think it's to average down, must have confidence in the direction of travel)

Very nice find bushcraft...
It targets IL6, same as TILS TZLS-501, but isn't fully human mAb, just humanised, and as you say IV so local delivery of TZLS-501 in Q1 trial should be very positive...
...and Anti-CD3 Foralumab meant to be broader in effect...and TILS prioritised that over 501 so must be confident...

Seeing this as a buying opportunity...it's not a Covid stock, if they've given the opportunity to buy 25% cheaper...thanks...I'll take that.
Re Covid, many questions to resolve still post-Pfizer announcement...market competition among big pharma all creating 'best' vaccines..., trying to improve efficacy, improving storage, reducing side effects, logistics, oral/nasal vs IV, demographic variability, mutations, improved cost base in production etc... etc... This will run and run...
Then there's the 99%+ of other viruses, bacterial infections etc...
Then there's the non-challenger stuff...
...so lots of positives..,
Only issue is the market...not sure if just broad brush approach or playing the game, but with 3-4 more vaccines due to report before Christmas will be a volatile few weeks!!

I think folk need to relax a little...
Board are trying to deliver new life saving drugs...fact the share price is a little down, that just goes with the territory...
Yep, things could have been handled better but coming out the back of that now...
Personally, thought we'd be down to a £1 after the split (think we might still see it), but as before, are the fundamentals of the business good...if you think so, stay invested, if not, sell.
We can't control the short term games of the market so just have to roll with the day to day stuff...

There are other fully human but we are the only anti-CD3 fully human mAb...

Hi Legalwolf...
I don't think timing is an issue... not sure who is further ahead, all falling like flies as far as I can tell...(might be wrong but not heard anything positive from other companies) and we'll have the only fully human mAb though so better chance of success.
If all goes well I suspect the next stage might be partnered...they mentioned before having 5 NDAs in place, and also mentioned not got a buyer for Accustem so might be that those NDAs all link to TILS... ??
On the vaccine side, with various mutations and limited efficacy although they will help they won't treat everybody (flu vaccines need revising each season and also have limited efficacy and uptake) so Cytokines storm will be an issue for the long term, and if we can prove it here, benefits more probable for other autoimmune reactions...
Interesting few weeks...

Is it safe to come back yet?? Bonkers week...understood none of it (lack of climb, fall on Friday etc...)...always best to stick to the fundamentals of the business rather than trying to understand the markets...
Good post SK...as usual...hoping for a more normal week next week...:-)
On the news flow, I would expect that to increase in the US now, been very quiet for a couple of months, and hoping for some positive news flow this week.
I know others have mentioned you can't hold back news flow but you can reasonably easily... Some things you have complete control over - like main market timings - others, like contract agreements you can hold off on contract signings to time in with macro factors, so still have some control on those things...hopefully a couple of updates due (other than its the 27th, no it's the 29th, it's the 30th...).
Have a good weekend folks...hoping normal service resumes next week!

They're seasonal flu vaccines...work on one particular strain...hence need one each year for latest strain...
Is also hit and miss in effectiveness..