Member Info for HarChris

10 million treatments per month?! That's a factor of 100 from what we were initially looking at.

Pre-baguette? I'm expecting a nice kick up post-baguette.

Wilson I agree with you but at the same time we should probably take note of who's writing something like that and ignore them from now on - it's totally disingenuous and fabricated.

Good to see Myles on twitter adding to his holding despite being 200% up in 6 months - I've just upped my own holding this morning. This really has momentum now...

I'm going to be that person that offers nothing of insight but...

UP SHE GOES!!!

Agree Soder, it took one unrelated article for this bb to suddenly be convinced that the silence is because a T/O is imminent. Two days ago it was because big contract talks were going on in the background with ndas attached!

Saintsmith I think that might be a different James McCarthy but the new CFO definitely has pedigree...

'Most recently he was CFO of Flint Group - a $2.5bn revenue, private equity-backed business with 7,900 staff and 180 sites across 40 countries.'

'Oncology'? Now that's got my attention!

You also predicted the share price would drop to £5 last week. Not sure why you keep popping on here with these incredibly pessimistic share price predictions but I would bet a lot of money we'll never see the share price that low.

I wish there were higher barriers to entry, not a free for all!

Not exactly, I had 40% of my profile in SNG and 40% in NCYT but sold my entire ncyt holding on the day of the trading update. In the past few weeks I've rearranged things again and now SNG makes up 50% and ncyt about 25%. Personally I don't see much downside from here so won't be selling anytime soon but yes it's vital we hear much more from the company in Q2, if not before.

Agree volatility! I'm filtering cityTTrader if this 'news' doesn't land before close - it's thrown me a little bit even though I wasn't planning on adding any more either way.

Wilson, cancer is about the biggest market out there so yes I think so. I will stop defending them now because I'm not even invested and never have been, but I'm pretty sure without the novel therapeutic platforms they would not be where they are now. I imagine they'd be valued closer to odx and gdr, i.e a third or even a fifth of what they currently are.

Imo Naewise, the issue here is the feeling that ~90% of sales are UK based whilst the UK have just about the best shot of controlling covid by the summer through its success with the vaccine rollout. We therefore need a) visibility of orders abroad and b) an outline of what the future for ncyt may look like post covid. I don't think Graham is in much of a rush right now to appease shareholders and so I am not worrying about the silence but by Q2, as promised, we will need to start hearing more from the company about the long term plans.

From what I understand the potential from their therapeutic platforms is astronomical. The reason for the sp rise is that the LFTs can provide the windfall to fund said projects. It really is quite easy to understand. There are very respected investors on twitter who reckon avacta is just about the best investment out there. Maybe they are right, maybe they are wrong but the fact remains the share price is so high despite zero sales because there is massive potential there.

Ncyt is without doubt the safer investment option of the two right now and I think the market is underplaying the long term revenue covid could continue to bring in long term. For that reason I'm doubling down on ncyt at this price instead of diversifying into a***** but after a year of covid and no sales and still an mcap of £500m, well, it's pretty obvious it's not sentiment alone.

What is this obsession with A*****? I've never invested in them but I don't understand the comparison. Their shareholders are not that excited about covid, they are far more excited about their distinct therapeutic platforms and cancer pipeline. One year of solid profits from the LFTs is seen as the funding for all the other projects they have going on.

A***** doesn't have their future tied to covid, only their short term. Ncyt hasn't yet explained what their own future looks like. Personally I'm not concerned, we have a big war chest and I'm confident opportunities will come a knocking.

Seeing as the earliest they could possibly be is mid - late March it would have left the company a very short window to release them if they communicated Q1. As Ghia said Q2 gives them breathing space but I'd imagine they could land anytime from two weeks today...

Just another contrarian trying to make a name for himself.

No it won't Rich, £25 is nearly £2b mcap, that isn't happening long term future plans laid out.

A contract extension and news from the US could well see new highs though. Let's walk before we run.

If someone is on good terms with their MP. It would be useful to ask a question in parliament or the lords on what number of patients have been enrolled so far in this critical priority trial
********************
It would be much easier for SNG to just tell us in an rns! Anyone still talking to RM?