Member Info for JohnCooperLE

Thanks for that post Doc.

Best wishes to your Mum and Dad.

Good to see you're still in the game Jimzi.
Stay safe.
JC

Well done to the team at Proaxis for winning this. In order to get this on board, they've obviously demonstrated that they are experts in the field of respiratory diagnostics.

GLA

JC

A few nice chunky buys. Jimzi is that you again 8-)

GLA
JC

AGM Notice is also available.

https://netscientific.net/2021-agm-notice-2/

For anyone interested.

"Following the release of NetScientific’s Annual Report 2020, we will be hosting a live 1 hour presentation by our CEO, Dr. Ilian Iliev and Chairman, John Clarkson on the Investor Meet Company platform at 16.00 on Wednesday 21 April 2021. Register for free with Investor Meet Company in advance by clicking the following link: https://lnkd.in/dY7sAek"

What recent news has shown us, is that with the imminent arrival of the Moderna and Novavax vaccines there is still time for other players to get to market. I'm hoping PDSB will be one of those, but then I am biased.

GLA

JC

Good luck with your new venture.

Having followed, and been invested in, this stock for over a year now, it does tend to follow a pattern, and I'll start with the positives.

Even though NSCI have a relatively small, circa. 5%, investment in PDSB, if the trials are a success for PDS0203 then at current prices big gains may be possible. Regardless of the money, Brazil need it, they are suffering badly at the moment. The adult population of Brazil is around 192 million so the order book could fill up quickly. In which case a buyout of PDSB may be on the cards. Or they could try and go it alone, like Synairgen. This would inevitably require a cash injection, most likely via a stock issue. More dilution.

Some negatives...

My only concern is the timing. Q2/3 for P1/2 trials. So we're looking at Q4/Q1 2022 for P3 trials. And all the while bigger pharmas with longer arms and deeper pockets continue their development.

Then there are the bag holders. No idea how many are left, but a lot of people will have bought in as the share price rose up to £1.70 (in new prices) or so last year. So as it rises again there will always be downward price pressure from those itching to get out.

Ending on some positives...

But, they have a decent broad range of business in their portfolio, some of which look like they may have bags of potential. So if they can commercialise the products and services from others where they have more of a stake, that will help lift the price.

GLA

JC

When something happens.

Tia.

Just when you thought that two share trades in a day on NSCI was the epitome of excitement they go and drop this on us.
Not sure my bowels can take it.
GLA.

Beaucoup Fish anyone ?

After this week, Radiohead....Portishead...

Something cheerful ;-D

I think the patient needs a boost, looks like he flatlined today.

Yes I had to google how to spell it.

Thanks for your effort.

Every little helps !

Given the average of a lot of us on the board, it'll have to be the second coming of Christ.

Reaching for my nearest fag packet to perform some ad hoc calculations.

Looking at the issued shares for PDSB and the number of shares on offer (6 million plus a potential of another 900k if its taken up in the 30 day window). Adding in the 500K GBP NSCI are buying back I make NSCIs holding going from 7.18 down to somewhere between 6.02 and 6.28 depending on the take up of the additional shares.

Details are here:

https://finance.yahoo.com/news/pds-biotechnology-corporation-announces-pricing-130500409.html

6 million shares @ $2.75

Just for a bit of clarity.
Netscientifics current core portfolio is:
PDS Biotech - 7.18%
Glycotest - 51.5%
Proaxis - 54%

They also have stakes in 5 early stage companies, shareholdings not available.
Neumitra, Epibone, Cytovale, G-Tech, Longevity Biotech

There have been some prudent changes since the interim CEO took over, cutting costs, obtaining a line of credit against the PDSB shareholding, disposing of some investments, which has given them a runway till the end of 2021.

Well said.
Earlier today I was going to post something more or less identical to this.
From a clinical perspective the news is very good, and it probably got lost in the profit taking. It will be interesting to see how the peer review goes, and also what news comes out regarding PDS0204.