Member Info for imac1

Zengha relax we all know your thoughts I asked Wolves not you.

Ok wolves back to DDDD whats your thoughts on a valuation have you got one?

RP $1.5B is low even at projected growth rates in the IBS market that figure is already closer to $2B and increasing. For the sake of a valuation i am more than comfortable to say my baseline estimate on the value of just Blautix to us is £1B.

Just to add to that a PE of 20 is very low therefore conservative figure used for my estimated valuation. Industry average is around 40/50 although happy to be corrected on that?

MTS hear is an extract from an article I read with regards the IBS market.

The global irritable bowel syndrome treatment market size was valued at USD 1.5 billion in 2018 and is anticipated to exhibit a CAGR of 10.1% over the forecast period. Rising prevalence of target disease, coupled with increasing uptake of drugs for the same, is driving the market.
The market mostly remains underserved, with a considerable number of opportunities for pharmaceutical companies to address several unmet needs in this therapy area. There are a few promising products currently under clinical trials, which can further accelerate growth. Product sales are projected to grow significantly over the forecast period, mainly due to increasing prevalent population and commercialization of novel drugs to treat Constipation-predominant irritable bowel syndrome (IBS).

Make your own mind up but if Blautix takes 10% of the IBS market then it would be pulling in $150M per year doesn't take a genius to work out on a PE of 20 that is circa $3B before taxes deductions etc.. so lets say we see £50M per year from that on a PE of 20 so £1B company valuation on just Blautix removing all our other promising treatments...!!!
£1B divided by company shares in issue 131M = £7.63 just for Blautix

Phat I am expecting a bigger lift than that to be fair fully expect to see 400p+ on good news either on the day of news or within a few trading sessions. The company will have MRx0518 Keytruda moving onwards after positive results and Blautix moving towards Phase III after what i think will be blockbuster results. Then it wont be long until news on our Phase II trial for MRx-4DP0004 (Covid 19) where the SP will climb towards 600p+ in anticipation of results.
Just the eway i see it and trying to be as conservative as possible as this could blow way bigger if NASDAQ listing also happens.

Think this share is confusing some people with their decimal points.

Current Sp = 0.019p
Projected Sp = 0.050p

Simples

True story of L2 ignoring the spread is that this is going back up nicely no spiking like this morning.

Will also be right when the bid moves to 0.020 in the next 15 mins ;-)

Plenty of legs in this one today can see it finishing above the day high of 0.023

there she goes 0.020 on the ask :-)

Wont have long too wait Mohammed L2 is all buys about to turn to the upside. :-)

Pleasantly suprised to see my buy in at 0.0135 yesterday holding up well L2 starting to turn think this will head back over 0.020 in the next 15 mins

Yesterday was £3.40 today is £2.50 Phat cmon you know this will go way higher on positive IBS results right...???

Be very careful here folks PMO would not have walked if the results were even remotely encouraging...!!!

Have to say Zengha this is the one for me right now and will derisk and move profits to TILS once I feel we have reached fair value here. Until then its all about DDDD and if TILS shoots back up then thats fine if not win win for me.

If this doesn't finish above 140 for the end of the week i will be shocked Zengha. I still don't think people believe that our trials will come back with positive results which makes it all the better for me. I should have a lump sum arriving next week so in fairness for selfish reasons i hope it stays that way until i can buy more. For clarity i will call the trades and those who want to watch on L2 can verify my claims.
Mkt Cap of £1B is a SP of £7.63 with current 131M shares in issue.

Just have to look at the Oxford vaccine trial being halted because of adverse side effects to realise how good Microbiome Therapeutics can be with such a good safety profile. This makes our Covid trial all the more compelling and i for one cannot wait to the data from the clinical trial. No matter what anyone says about the US open it coincided yesterday with a nice strong rise from 14:30 onwards and hoping for more of the same today perhaps close above 130p.

Next move up coming by the looks of L2 buying pressure is still there and any dips being bought into heavily.

Great new Filter a proper rerating happening right in front of my very eyes on L2 this is huge. Only dropped i to say congrats to investors after seeing this pop on L2. Did some quick reading took an educated punt and its looking good.