Member Info for Ivyspivey

http://cbw.ge/economy/eu-concludes-agreement-on-e45-million-macro-financial-assistance-package-for-georgia/

In tpreturn for Georgia carrying out reforms.Wonder if energy market ones are on agenda

Evening
Don’t forget additional 9 years patent protection announced in recent RNS of 80mg fixed I/v dose to take through to
2037.
Labour Day Monday. It zGL talking at aWainwright inference on Thursday.
Will be webcast and look for any changes to. Corporate Presentation on website

Don’t think Itsg is in here but Aim Chaos is Looking tone oand in the other one as well.
Am in a few if his shares so good he has taken a stake here as does lot of research.
ATB after the Spurs game need a bit of lick but at least had quick journey home from game lol

Hi Dave,
Hope you are well-have only just taken a small stake in here a few weeks back but happy to verify Ain Chaos.
Is decent and knowledgable guy and seeking to build a position here.

Agree Devex and I also spoke to Nomad about same time and raised similar issues.Thats what I meant by not delaying bad news if it is a completed process so in case of UD2 they tried other approaches or that would be their excuse.
However I specifically mentioned the withholding of poor oil flow rates as I do think Zaza has lost credibility over the UD2 delay and was comforted that they simply cannot do this.So I do think the YJ comment is a positive and the idea of a September meeting.
Equally under no illusions about The impact of the SP drift and the need for real news to change this trend.
However I am pleased with the reply from YJ even if it is well overdue I o

Think the quiet time of year comment was meant to refer to low liquidity which can cause stocks to drift.
We know it is lack of news here that is the issue.
The Nomad told me the same thing about they can’t hold bad news back deliberately if the process has been completed but they can delay news if say the EWT can reveal further data that may be material for eg if there was a specific reason for bad news like equipment failure.
I think this is different from the UD2 situation as several folk have specifically mentioned the delays in releasing flow rates due to potential bad news so for aTim to repeat the point is a posituve

Coggy.she was a puppet.
Now SS either Susan Stranks on Magpie or Sandi Shaw- she could pull my puppet on a chain lol
Good news about YJ reply

C7
Sorry if I have caused upset by the comment as did not mean to and yes have much sympathy for folk who have taken a long time to build up a holding and know how much effort you have made to get to your current level.
Equally have known how many PIs have suffered by losing their hard earned money on AIM which by its very nature is high risk and to counteract this increased risk the perceived wisdom is to diversify and limit exposure to any one particular stock and not put all your eggs in one basket.
Know that you enjoy the ups and downs of various shares even if you are not invested and once again apologise for the crass nature of my comment but AIM can be a very cruel mistress and people cal lose an awful lot if money which can materially effect people’s lives.
That as my main concern so once again regret any offence.

I have not seen any of your posts saying you are underwater.I have assumed you are as you have been here a very long time,claim to have a big holding bought at prices far higher than 12p.
So if you are not underwater like the majority of LTH here then you have been trading,which is fine by me but would be seen by many as hypocritical given the stick you gave Roses when he had to sell some last year and the constant posting of £1s per share and no risk and the constant criticism of all those on ADVFN who do trade so would be surprised if you had sold but no matter.
If you want to cite number of recommends as some kind of vindication then of my 2 posts on Val all of which said no point in arguing with your 50+ on a share none of us were invested in I had 27 recommends on one.
My only comment that could be construed as personal was the one relating to having 100% AIM investment on one share.Think you will find almost universal agreement by experienced investors on that one.
Another quality essential to be a good investor on AIM is humility and the ability to admit to making mistakes and learning from them.Will leave that one with you.
Anyway always relaxed and likewise seriously think you consider what you post as you constantly take a hammering on most of your material by too many time tion on here and on other sites.
Anyway closing for now but please come to AGM and we can see the BOD responds to our questions on progress

I said you are naive on AIM.
It is totally different to trading on FTSE.
For eg having all your AIM P/F in one stock like you have is incredibly stupid.
If your £1m p/f includes property etc then it is totally irrelevant as it is only AIM shares that would earn you credibility.
Once again you question me wanting to ask the BOD legitimate questions at an AGM about future funding by claiming that in some way I infringed AIM requirements.
What a complete nonsense it is only folk like yourself who see no risk whatsoever that are foolish enough not to ask such relevant points.
Happy to see you at AGM again and may ask same questions.
I did not say Leas is an expert but as he is a successful Bio investor he may be worth listening to more than someone like yourself who by their own admission is heavily underwater here.
You have done a huge amount of cut and paste stuff which may have relevance or not.I simply don’t read it.
If I had one simple message to anyone it would be not to listen to you but others can decide for themselves

Hi Heid
Yes know that it was the Malcy reference to ZM not being in town as though he would meet up when he was in London.
So if ZM is coming to London then he will likely meet up with Nomad/YJ/do podcasts etc so would not be surprised if we get news soon.
But purely guesswork

Point being if the BOD had run the Moditope trial in phase 1 in Q4/16 like it stated then perhaps we may be in a much better position to do a deal

Inanaco.
My position is entirely consistent and if you relate the final comment “more critical of the BOD in advancing the science” is totally supportive of my post tonight.
I bought more as the SP was so low and suspect RR was the same and we believe in the future.
I am afraid your total lack of experience of trading/ investing on AIM is very apparent and shines through in some of the naive views you take on the commercial and SP aspects here.
You don’t seem to have any appreciation of how this market works and as such fail to understand why I decided to buy more.
If you really think I am criticising the BOD in an effort to drive the SP down then you have got that 100% wrong.I am happy with my level of exposure here and there are plenty of other opportunities out there for me not to particularly want more.
Yes if the SP drops then the risk/reward improves further but this would be not at the top of my list ATM.
One of the issues with many of these BBs is the inability to accept any alternative view by posters like yourself who constantly seeks to discredit anyone who you disagree with for eg Leas who is a very experienced and successful AIM Bio investor if you took the trouble to find out.
Anyway back to the twitter group which is by far the main focus on most AIM shares now rather than the BBS.
Now I wonder why that is?
ATB

This was Malcy tweet reply from 20th August.Does it mean that Zaza will be in London soon.If so it may be that we get some news very soon

I am expecting to meet with Zaza soon, he hasn’t been in town, am promised a meeting soon.

Specifically.
1.Moditope in clinical trials byQ4/16.
2,First mention of SCIB 1/Combo in Dec 2015,
3.End of SCIB 1 montherapy 2016.

Chelsea the BOD have readily made some good progress and RG imo has done well to secure the external validations.
However the strategic move to become a later stage drug development Company which was to transform SCLP revalue has imo seen relatively little progress and that is what is the main concern here and which is shared by several other holders.

Agree totally that SCLP are not set up for any phase 3 trials never mind multiple ones.
I always remember the quote from the RNS of a few years ago that SCLP seek to establish themselves as a later stage drug development Company to realise value.
Whilst they imo have done a sterling job in consolidating much of the science at that stage and established partnerships in new areas and done a great job of furthering the SCIB and Modi range ie SCIB 2 and Modi 2/3 etc the one thing that they have not advanced very far is that stated aim of taking the Company forward as a later drug development Company.Hence the failure to enhance SH value in a meaningful way.
I am still very confident here but we have to recognise some of the failures of SCLP to progress their own stated objectives

Just tweeted

There’s an urgent need to develop new antibiotics effective against resistant bacteria. Research and development is challenging. This approval is part of a program Congress created through the GAIN Act to provide incentives for developing new drugs.  go.usa.gov/xUSdU

https://endpts.com/tetraphase-plots-q4-launch-for-first-antibiotic-after-long-awaited-ok-for-eravacycline/

This does not compete with Iclaprim but interesting that they are now looking at commercialisation.Di not expect to be potential MTFB partner.

Look at pricing at lower end of expectations at $200-300 per day but some are at $1000 per day.

MTFB are targeting $300 per day fior Iclaprim on a 10 day treatment so it looks like they are fine innrange for Pricing

http://dlvr.it/QhJx1s

Zerps really feel for you and the pain you are going through.
In the absence of news all our hopes and despairs are exaggerated as we cling on to both.
I can accept risk and being misled once but am going to see this one out as I still think it will work out.It May Be the flow rates are not as e expected as we simply don’t know.
But Zaza hard cash in here and all the other concrete evidence is what keeps my hopes up but not blindly