Member Info for Ivyspivey

No worries Bermuda you made many fair points.
It is good to get these TD reports as they give a much more independent view using standard pharma valuation techniques.
Plus of course they have access to much more info than individual PIs.
Then you need to overlay the market mechanics to get a particular validation in time.
Good to see a nice start this morning and sentiment appears positive and agree totally about the importance of the recent raise

Hi Bermuda,
You dont think it includes the CLNs.
I thought the 11.5p figure may have included them rather than just options to be fully diluted.

PS Good that we can ex0lain these little nuances.
Anyway other matters.Has anyone received any clarification on what %age of extra shares they have been allocated?

To clarify by multi bagger I do not mean 5-10x current SP which is defo in the realms of possibility accepted by me ( as it appears I can’t make any assumptions of what other people may think).
I was referring to the 50-100x current SP figures which were being bandied about.Those were the ones which I considered off putting to PIs who think as I do but did not know as much about the potential as I think I do.

Really don’t know why you try and drag me back into it when anyone with experience on AIM will understand that many potential PIs are very suspicious of multi bagger targets.
The fact you don’t seem to recognise this concept says more about you than me.
GL

Surely much easier just to drop the bid suddenly.
Is a very strange trade unless it is part of a much bigger trade from a few weeks ago.

As Chester says can we please just forget about these multi bagger targets.
We are in a very positive place but talk of 100 bagger imo simply puts a lot of genuine investors off and puts totally unrealistic targets on many peoples timeline.
Yes these things do happen but are extremely rare and not easy to predict except with hindsight.Also as many LTH on here would become millionaires many times over does it really matter what multiples of the current SP may or may not be achieved.
To achieve anything like those multiples you would need a lot of really good news validated over a long period of time.
So can we just concentrate on the here and now and not the past or the future but the positive present.
ATB

Morning yes good news about the oversubscribed OO so onwards and upwards with the newsflow.

Morning the Italian,
Yep nice reversal and took part in the investor call which found very reassuring.
Let us see where we end up but look forward to a “Heads of Agreement”announcement.

Morning
Swapleber not sure exactly what point you are making but could not agree more with your headline lol

Well Jansen is part of J and J

Already have a deal with Merck so my money is on J&J but Pfizer May be on list as depends how you measure top 3.

A little soupson.
Is that the thing in very posh restaurants where they give you a thimbleful and say complementary soup when the beer is £20 quid a pint.
Hope you OK guys

Been waiting quietly for this

Nice listen and helps explain how hard it is to get these top pharma contracts.
I know as I work in the industry but for non pharma folk this is so much more than about the money in terms of getting other contracts.
Also explained about non appearance if today’s news on clinical trials site.

Clinical trials website no mention of today’s deal but change to MK 1654 trial on 5th Aug

https://clinicaltrials.gov/ct2/history/NCT04086472?V_9=View#StudyPageTop

Thanks LL,
Had not seen that link and see it is about working against 50% of population vs a placebo.
Was just trying to clarify which efficacy end points they were measuring as 50% seems very low and of course would like to see more about what constitutes works so immune response and length of protection.population sub sets etc.
There was a lot of talk over w/ end about anticipated Vax uptake and effect on herd immunity do wonders if the 50% referred to that.
ATB

Excellent news.
The margins are very healthy in these CRO businesses.
If you are the world leader with unique expertise and facilities.Do you really think the worlds top pharma Companys Put penny pinching at top of their list in choosing a CRO.
This is a top contract and the interest in RSV research is at an all time high so expect follow on contracts and the external validation of ORPH is as good as it gets

Morning LL.
Are you talking about levels of “ herd immunity” as can’t see a 50% effective Vax being Approved.
ATB

Yes Pac-Man.
Trick now is to find the right USP for your product to differentiate it from other offerings.Hopefully as YGEN do have a lot of expertise in this space then they realise this and/ or have a specific network of customers already on board that they can leverage this test for.
I have experience of operating in these pharma and diagnostic spaces where there is both little and lots of competition and trick where there are lots and you are late to launch is you need some sort of differential advantage to be a commercial success