Gordon Stein, CFO of CleanTech Lithium, explains why CTL acquired the 23 Laguna Verde licenses. Watch the video here.
Morning Monkfish,
Good observations and yes likes of CVS will look for geographic expansion overseas or in U.K. where it allows.
Have seen a move over last few years of ex corporate partners setting back up as independent vets and this trend will continue but I do believe CVS are in a much better position than other Corporates as they bought their bigger Practices much earlier.
Morning,
The state of the industry is still Is very buoyant and CVS are very well placed to to continue to benefit.They are expanding geographically outside of U.K. and have very little exposure to large animal sector.
As they were the lead corporate it will be harder for them to be asked to divest surgeries plus since QVC they have been very selective in current investments.
They can change the names easily enough and again their referral centres were early so their strength is the first opinion surgeries and as long as recruitment and retention is OK they will be fine.
Morning Bojo;
The point you highlight is valid the more you do to improve the Science by fine tuning and addition of extra bits like Avidmab then the more difficult it is to evaluate the individual effect of relative synergies.
No one disputes SCLP doing everything it can to improve the outcomes and of course if successful will increase the value but the history here is of continuous improvement and at some point it needs to realise value for the main assets.
Personally I am hopeful that the next set offSCIB1 Combo results will firmly put us on that pathway
Afternoon surprised to see it fall down so much and the results info was published in Vet Tines today and seems bullish.
Will get a better handle on state of the industry at Manchester next week but pretty confident it is still buoyant
Have a good w/ end all
Morning WTP
I see it as pretty positive as it focuses on CMC support which is more important as you progress the drugs through the trial process so it further validates SCLP commitment to becoming a later stage drug development Company.
Am surprised young Mr Tsbs does not make it his mission in life to find out how he can better the life of folk in Carlisle by following the example of the Barrow Boys.
Anyway nice to know that that despite us all being underwater here ( know Coggy you are used to it being in submarine land) but hopefully we have been thrown a life jacket
Ha ha life is hard had to look him up and believe it or not my one time attendance at a football match in Scotland was at Starks Park.
For context Coggy I went to school with an ex Chairman of Barrow
Never mind Brian Potter we could do with Harry Potter.
Hope you are well Coggy
Sorry shop mind you the predictive text could have been worse so apologies as no offence meant
Thanks Looed for clarification and all your other work.
Interesting you chose Woolies as an example of SN behaviour as we all know someone who threatens to be a serial offender in Woolies window if this boat ever comes in.
At least if Coggy is ever seen in the window we will know whether he is a ship lifter or not as he will have nowhere on display to hide his plunder.
Hope all are well
Hi Bermuda,
My main point is that Nasdaq is not always the answer people are looking for as the normal reason given its costs are to have access to additional capital.
SCLP have done pretty well to get support from US investors so yes it is possible that if LD goes for the £30-60m it could make sense to go for it and as you say it may tie in with part of RM exit plan given CLN conversion could be at about same time.
Anyway look forward to more positive SCIB 1 results as that seems to be key driver in the next few months
Morning Balerno,
As Violindig says you can consolidate on both sides of pond but much more likely imo you just consolidate on US side by issuing ADRs so basically consolidated shares to get the price up.
Personally I don’t see a US listing on horizon but no one can be sure and you will see plenty of evidence of preparation in advance but it is not always the panacea that some predict even though theoretically you should get an element of arbitrage
Morning,
Agree with C11 re Covidity.Whilst it would be great to get concrete news on funding if you look at the actual evidence such as LD AGM comments on the subject and the clear statement of SCLP that progress was paused until a point where a commercial partner may pursue an interest.
This situation as far as I am aware has not been updated for well over 12 months with no hint of any discussions taking place.
So whilst Covid rears its head I understand the interest but prefer to focus on the other upcoming trial results and the possibility of a Glycan deal and just accept the benefits that Covidity brought rather than continual speculation about potential development.
A Catchpole is presenting at 1510 on April 3rd and we are gold sponsors
https://www.terrapinn.com/conference/world-vaccine-congress-washington/Agenda.stm
Pat not sure if you aware of the original history of CVS and V4P a very long time ago but the backers came from the optical industry and basically repeated the experience in Veterinary.
Yes there are economic pressures of clients to give up pets but the Vet industry is expanding still at a very nice CAGR and CVS along with others are still buying Practices so do not seem unduly worried about the CMA investigation.
Anyway have a nice w/ end
Medivet has ambitious plans to expand so are obviously not too worried about outcome of CMA Report
Afternoon TF,
Agree there may be evidence of some of these Covid Vax causing serious side effects which likes of the good Dr wants to highlight however as Ray suggests there is a huge conspiracy following who seem to want to attack all Covid Vax and who do not provide hard evidence in a balanced way.
These supporters may have a point but they can also cause measurable harm.
I can never forget the damage caused by similar thoughts which led to deaths and serious illness amongst children when Andrew Wakefield was peddling his NMR myths when I was at Merck and they never seem to mention the countless lives saved by the Covid Vax which all went through the regulatory process including phase 4 where adverse reactions are recorded.
My main point though was that he directly attacked SCLP approach by basically saying DNA plasmid led to development of cancer so if you follow his logic you would be endorsing a Cancer Vax that actively made the cancer worse rather than trying g to cure it.
Yes interesting reading and does seem a bit of a rant vs mRNA Vax.
However sure you noticed the reference to plasmid DNA encouraging development of cancer so that is totally opposed to SCLP approach so article is much wider in emphasis than some may realise
Https://www.terrapinn.com/conference/world-vaccine-congress-europe/speaker-lindy-DURRANT.stm