The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
I think the work with the University of Virginia is highly relevant here since The Center for Diabetes Technology at the University of Virginia pioneered an FDA approved artificial pancreas system which automatically monitors and regulates blood glucose levels in Type 1 diabetes patients.
I think they are involved in chemotherapy medication. 2022 pending patent GB202118175D0 seems to relate to bendamustine (used in the treatment of chronic lymphocytic leukemia, multiple myeloma and non-Hodgkin's lymphoma).
Sam Garrett has an impressive track record. Significant copper and gold potential here IMO.
It sounds like they are working with Illumnia. "Our partner's products are used for applications in life sciences, oncology, reproductive health, agriculture and other emerging segments, expanding our reach into new markets."
"Illumina's products are used for applications in the life sciences, oncology, reproductive health, agriculture, and other emerging segments."
So Inhibrx gained $400m in market cap in 2 days on the basis of phase data from the Arecor formulation. Proof that Arecor have the potential to add big value to pharma.
Inhibrx is up 23% pre-market on NASDAQ on positive phase 1 data from Alpha-1 Antitrypsin Deficiency candidate INBRX-101. Inhibrx are licensing a novel enhanced formulation of INBRX-101 from Arecor. ++++++++
Mr Crucefix over 10%
Subsequent airborne geophysical surveys flown over the area have served to increase the resolution of geophysical anomalies and show that the seven historical holes in the wider Wishbone area were all several hundred metres off-target. Exciting!
Why would anyone sell? This is the kind of company you could put £10 million in and sleep easily at night.
No debt, £22.1m of cash, £2.8m Innovate UK grant for phase 2, best of British biotechnology, what's not to like.
WIN have raised the ask to 520 on L2.
Buy and hold on tightly. This is not a stock to trade. I believe this company is going places
This has the potential to be a world class company, but still completely under the radar of many investors. Perfect time to load the boat.
At £50m+ the market cap here is ridiculous. For £100m you can buy businesses in the food and beverage space with £300m in revenue; East Imperial will be lucky to do even 1% of that turnover. I would suggest taking profits now if you've had a good run on this stock would probably be a good idea.
They have made a great deal of progress since IPO, yet the shares remain lightly traded and price hasn't yet caught up with the news flow. This one is potentially a sleeping giant. This is my strongest conviction stock and I plan on holding for many years to come.
Bought more on the dip
MODE was carved out of loss making Redwood Bank in which Warrington Borough Council invested £30m and presumably will not see their money again anytime soon. Rowland resigned as a director of Redwood Bank last month. How does this track record inspire anyone with confidence? I'm sick of all these "if you know you know, *wink*" twitter rampers. They know jack. Probably just trying to ramp to get out of a loss making position. Avoid this one!
Sick and tired of twitter rampers saying this stock is a "financial superpower" or some other nonsense. This company claims to have been 2nd in the app store, but right now it's 175th in the finance category, it's a bog standard app offering far few features and even lower interest rates than other players in this space. They are largely dependent on third parties to power their offering. The Chairman has a litany of business failures behind him, from every buzz sector going, dot com, social media, SME banking. Despite 24/7 ramping on social media from Rowland and their PR firm this stock can't catch a bid and hold it. I wonder why? The smart money knows it's garbage, that's why!!!
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