The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
ATrades - what twaddle. Betting odds are based on something real. What are you basing 100/1 on? The CEO has confirmed they are in advanced talks. The tech has been proven. The data is being gone over. The need is massive. The company that we think is a preferred partner know the drug and its commercial benefits. In the words of the great Ricky Tomlinson, 100/1 my arse.
Your random predictions include:
26 Feb 2020 - Personally I have written off this investment . It’s like a 100/1 shot they pull off a deal.
13 Feb 2020 - Currently eating words....
13 Feb 2020 - more TR1’s incoming. 4 p Friday
06 Feb 2020 - nxp002 is the bigger deal here. It’s worked out a right treat I believe. Easily double from here, advanced negotions !! Jeez I’m now a ramper
30 Dec 2019 - I believe we will be back up to 14’s
28 Dec 2019 - I’ll be happy with 20p come April.
Hi Plums. that's interesting then. It was a presumption on my part, in response to whether the new man Keegan would be playing a part. Any information you are able to impart, I am sure, will be universally well received.
I don't think Karl Keegan will have anything to do with the outcome of the NXP002 deal. It is already at an advanced stage and I presume being carried out by a healthcare division of a bank, who will have control of that and presumably would not take kindly to someone coming in at this stage and suggesting things. Whoever has carried out the negotiations thus far, Dan is happy with. Not long now.
And 13:16 918,378 unknown
15:45 2 x 250,000
17:07 300,000
Showing as sells - Be great for the seller to diminish
The words of the CEO, someone with 18 years’ experience in commercialisation and business development within the pharmaceutical industry and a PHD in Chemistry. NXP002 is indeed technical and may or may not happen within Q1. But who do I trust? Dan with all his knowledge who built the company up and understands exactly what point we are at or some faceless poster, whose contribution to life is er...what exactly. Claims to have no holding and says DYOR as if that means anything. Dan vs Brooko. Not really a competition is it.
NXP001 – impacted by coronavirus but ‘We still expect these funds to come in’
NXP002 – ‘Really pleased with where things are. We want to get the best deal because I believe the outcome will be transformational for the business’
NXP002 I am still really happy with the way that negotiation is going and I am still hopeful that it will close in Q1
Finances: ‘We are very comfortable right now with the small raise we did before Christmas, and ongoing income we have with Ebers activities allows us to progress both NXP002 and NXP004 programmes without delay or reliance on third parties’
‘We’ve got a fantastic team, we’ve got some wonderful assets…the whole team feels that there is tremendous value in the business and we are all highly incentivised to take things forward.’
‘Our technology is proven, we’ve been able to reduce that to practice in clinic, which validates the rest of the growing portfolio.’
#NFX ‘To be able to bring him (Karl Keegan) onto the team at this time is absolutely perfect for us. He’s got an excellent track record in delivering value across a range of capital markets life science companies and we’re really looking forward our sleeves up with him as we go forward over the next couple of months’.
https://twitter.com/VoxPodcast/status/1229721742555439104
Looking forward to this interview to see what Dan has to say regarding Japan and his thoughts on the new appointment.
Thanks Yorkshireboy. Informative and that is what is great about this company. Truly, life-changing drugs that are quick to clinic, and commercially significant. That's why they are in advanced talks and why when the deal happens this will fly.
Investor1111 - there is no absolute that it is the ex-ceo - there has been a seller for a while.
Indeed, exciting reminder.
Have registered. Cheers.
mt80 - thanks for going to that effort
Good post goupplease - so much happening. Once the dust settles on this - there is much to look forward to.
Taff and Brooke are frankly disgusting.
Well, there has certainly been a number of trying news releases and an inevitable impact on the share price. I agree Sparkington, Dan is not really in a position to say anything and when asked previously has said NXP002 is in process. Well, we wait for news on new Team members and of course NXP002 as well as NXP4, Ebers, etc...I would have thought he is not having the best of weeks and will be keen to draw a line under the latest issues, so I look forward to positive news soon to return the share upwards.
Don't know. Good question. We will know by tomorrow.
The Different Types of Patent Status according to - https://www.inquartik.com/inq-patent-legal-status/ - the third one is relevant to what you have highlighted, which is the patent can now be monetised!!!!
The Patent Statuses can first be grouped into four macro-categories:
Pending — The patent application was submitted to the patent office but no final decision has been made yet.
PGPub – Granted — The patent application has been made available to the public (generally 18 months after filing).
Active — The patent has been granted and its owner can now enforce or monetize it according to its strategy.
Inactive — The patent can’t be enforced or monetized anymore.
It is clear that Bidstack is a long-term investment. The potential remains, and that is something the calibre of the advisory board shows. For me however, it is a case of sitting on a big paper loss, work out the bottom and trade over time to average down. At least from here, the news should be positive with new games, appointments and trade agency deals that will return the price upward over the course of the next six months. The reality is, there is often a disparity between expectations / understanding / wishes of traders and holders alike vs the reality of building this business and the time that will take. Once the bottom is worked out, a case of trading to average down over time. Of course, evidence of revenue will be the only way to prove to investors this is a viable business in the long run. That's the way I see it from my position and I wish you all good luck in whatever investments you have.
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