Member Info for Jimzi

PDS up 4.4% again. Seems to be on a solid volume uptrend

His extract highlights all the dangers of CLNs. I’m sure reality of VWAP is slowly dawning.

Assume most peeps have sold up their Xmas pot and coming back next year!

Meanwhile , in addition to yesterday, PDS has reported early data on 3 different P2 trials combining its Versamune with either Keytruda, Chemo or 2 drugs from Merck KGaA in HPV16+ cancers. ALL have stellar results.

Companies do not all turn off for Xmas!!

Really interesting slide in $PDSB new slide deck today. Shows the complete elimination of cancer tumour dna circulation in blood. This will increase progression free survival to great lengths. Very excited to see how this transforms cancer treatment paradigm.

50k on offer at 61p - to sell 55p
The fooker is back. What a pain

Hands up - got the bottom wrong. - the bid was strong when posted - clearly a seller ploy.
Our big seller just loading the ask all day certainly looks like either distressed or wants out before y/e whatever the price.
Can't tell the bottom as don't know how many he is selling..

Half year loss before finance exceptional was 6m -expanding yes so say full year 15m.

Cash 22m

Long time for advancement esp the Indian motorcycle market which is huge - using OEMs means access to all manus

Just bought 50k DFB at 67.4p
First time the bid is strong since big drop.
Calling the bottom !

https://www.proactiveinvestors.co.uk/companies/news/1000615/saietta-group-income-increasing-after-a-period-of-working-flat-out-1000615.html?viewSource=TwitterUK

Suprised a tad no interest today. Apart from lack of following, I think many holders don’t understand how £ sig the CUA actually could be, esp in a listing/ takeover

Very good. Solid steps

Well TQ, the Fosan payment clears up up your funding doubt - they may have even paid another poa given our boards matter of fact reporting - to me the 1m would warrant a separate a RNS.Anyway, just shows Fosan is keen to address the China market without waiting for the official clinic end - meaning they do not need it for China [and know its a success] - and we get net income - no upfront costs and as Fosan has an existing country wide marketing and distribution network within the biggest market - it looks very good and overlooked [inc by myself as I missed this snippet]

Nice one

Bit poor that you have to access chinese information for significant info on your lead subsidiary

Maybe, but consider POLX - they are commercial while waiting FDA - Glyco have a lot of positve data - parallel running is a distinct poss.
Pure conjecture - be nice of the BOD were more forthcoming info wise!

Shared with Proaxis?There is a proactive interview out talking about a liquidity event Q! 2023 on it

Its the "with associated commercialisation and sales/marketing facilities." I find intriguing .

Yes, PI base is very small - quite a few long term inactive holders but given the low share float , [and over 50% II/directors] short term price determine by a few 10% traders - but eventually as NSCI continues to mature, the price will reflect its potential ..
The power of the herd - if we were AVCT and the associated twitter / BB following, we would be currently at £1.3 - but for the moment v- as per the number of posts here - we wait for imminent news on key investments.
The other problem is that although WH Ireland reiterate its £1.8 per share value - it does not give the market a thorough proper report to support it so no one takes any notice and the BOD, whilst very competent, do not seem to want to up its PR atm.
May be this will change soon

"Both Glycotest and ProAxsis have an immediate need for a US lab, with associated commercialisation and sales/marketing facilities. Temporary space has already been secured, close to Washington DC and plans are well advanced for suitable leased premises."
December is close

From the Glycotest presentation

• Huge and growing populations with viral and non-viral hepatitis—driving progressive fibrosis, liver cancer risk and need for effective disease surveillance

o Cost effective HCC panel will enable early-stage HCC detection, lower cost treatment options, and better patient outcomes that will drive market adoption

• Estimated market value for the HCC Panel is $818 MM PA in the US alone
• Assumes only 620,000 US patients under surveillance—20% of 3.1 MM eligible patients

• In China…
• > 350,000 people die of liver cancer each year
• > 350MM people at risk for liver cancer due to serious liver disease—viral hepatitis, fatty liver disease and NASH, alcoholic liver disease and ASH

Top three liver disease countries are PRC, US and Japan. All three markets protected by patents – as is the EU.
So US market is $800m [above]
China has 5 times the US pop. Market size? Glyco receives 6% of gross sales – all net profit
Japan – half US pop – market size?
EU etc.

Run some figures based on the above with varying uptake at 55% GP [Edison] ex PRC which is full net profit on 6% gross sales for 15 years [

The cross holding with Fosan with the royalty is a masterstroke of accessing a huge market you otherwise would not penetrate. Proper management

At £12m for PDS now, undervalued doesn't come close.

Price being almost placing price -set by insiders - time methinks to increase exposure