Member Info for jimbren

Fascinating article about cancer drug developments, China overtaking the US in drug development, and with many parallels to Scancell.

https://open.substack.com/pub/worksinprogress/p/cured-in-china?utm_source=share&utm_medium=android&r=gaql6

Impressive results, already flashed in January. But...outlook for 2026 was 25% revenue growth. 15% achieved in 1Q26 and now no repeat of that f/c?

"We know if no reason for the sharp rise in the share price". Or maybe "we" do?

I'd be demanding an RNS if a 50% drop in the share price!

"The Group has continued to execute against its strategy to create a simplified, well‑scaled, profitable managed services organisation centred around the Tialis Essential IT Manage Limited platform. Our strategy retains three core pillars:

· Organic growth through expansion of our partner ecosystem and market share;

· Development of high‑margin Lifecycle Services as a differentiator in the end‑user device market;

· Targeted inorganic growth where acquisition opportunities provide synergistic value and recurring returns for shareholders.

In 2025, the Group took meaningful steps in expanding its investment portfolio:..."

Core strategy outlined in first two pillars makes a lot of sense.

But 14% of Digital Petcare, 10% of CloudCoCo??? Why? What synergies?

And the two mysterious 50/50 JVs???? Why? What does Tialis bring to them? What do they bring to Tialis that Tialis couldn't get on their own? What do they do exactly? What are the Jan 2026 "one-off revenues" at MXLGA? Trading gains?

Hitting the headlines

https://www.theguardian.com/society/2026/may/10/cancer-treatment-car-t-cell-therapy-sam-neill

Things going well. Company must be delivering in plans and perhaps over delivering. Must be good news coming?

Offload price. Mmm.

Perhaps some Comms from the company might be useful in this extraordinary situation?

Is there an IR strategy?

Expect quite a bit of selling pressure over the next few/several/many months as MXC shareholders try to realise some value. But who will buy?

Group is hard to fathom right now with core business looking ok apparently but 50% stake in an allegedly bigger business - MXCGLA - of which we know nowt about, and investments (still) in Cloudcoco plc and other odds and ends. We need clarity for real buyers to appear, roll on the FY25 audited results and a good outlook for 1H26.

At least we are cash positive.

Seems like our time?

https://www.reuters.com/legal/litigation/moltbook-social-media-site-ai-agents-had-big-security-hole-cyber-firm-wiz-says-2026-02-02/

The trading statement re the Tialis core business sounded quite promising, possibly better than expected.

Am in same boat as you. Will be good to get some cash out of MXC even if it means inreasing my direct holding in Tialis. Good to see Smith out of management as he seems to talk big but clearly under-delivers.

Quite what all MXLG Acquisitions Limited ("MXLGA") and AI Auxesis Limited are about is anyone's guess. And as for CloudCoco Group Plc, it feels we've been round this block many times already and got nowhere.

... so many better informed people already on the case. Inside the FDA, inside the US government, insiders generally.

Hopefully, the quick and dirty profits people will be out soon and the good news carry us higher still.

PFS odds of 3 out of 4 look a LOT better than 1 out of 2 for the patient.

Impressive 17m shares traded, almost like a liquid company.

Great they now have the cash flow to develop and market their product.

Roll on next week's investor call. And then first news of an actual Ranger.ai contract early next year.

Big drop. No explanation. A thin market so it could just be more tax/probate/estate planning ... At any price. Almost worth a comment from company, though. Is anyone listening?

Looks like something happening here. Genuine trades, if small. Newsflow looked promising, even if not promising the earth.

Of course, a tiny free float, so good news could cause outside reaction given lowly valuation.

My worry is that US government shutdown will impact us in some way, in the near term. Last presentation warned of the impact of generalised DOGE/Trump chaos, and now this. Oh well, fingers crossed.

Prof Chris Ponting, chair of medical bioinformatics at the University of Edinburgh, said some of the claims made by the research team were “premature”.

He said: “This test needs to be fully validated in better-designed and independent studies before it is considered for clinical application. Even if validated, the test will be expensive, likely (about) £1,000."

Expensive is good. "Premature" is bad. Is it enough to get OBD more capital?

Ahmed knows all about Episwitch, was one of the authors of this:

https://www.sciencedaily.com/releases/2023/02/230207191546.htm

And ImperialNHS offers the test privately.

Ahmed also pushing scans, too, though in the big trial mentioned in the article.

Well, they've got to the end of their financial year. But beginning to run on thin air in their first quarter/final calendar quarter. We'll know by Christmas as cash runway ends sometime before then as new Exec Chair put it bluntly at the interim results.

It's great tech and selling well, but probably needs yet another £5-10mn loan or real capital to get over the line. All those Jan 25 supporters who own 80% of the shares will have to stump up again, or lose the company to the next lot of investors.

All reminiscent of Shield (STX) that has achieved near positive cash flow.