Member Info for JRDC

Actually I agree with touk on this. Licence out ava6k for £2-3bn plus large percentage of sales. We then don't have to worry about manufacturing, logistics, contracts and knowledge of local contract laws etc Apple don't make their own devices, they get others to.

Then do a similar approach to our pipeline as was used for keytruda (over 1000 patients in phase 1 which merged in to a phase 2 with a few hundred additional). 44 months after starting trials it was being used as a therapy thanks to accelerated approval. Future drugs won't need such a long p1 imo as the mechanism has been proven. And repeat for each drug in pipeline until cancer is as dangerous as the flu.

If I were on the fence about GGP and previously thought it too risky, then now would bean excellent time to buy, once in a lifetime opportunity even. I can see them making 50% on fairly low risk over next 12 months. Anyone with average in the 10's like me are in for a bit of a wait.

Now is telfer going to be as reliable as a lexus or have we bought a Jag and it ends up ruining us?

Really should be going to bed but instead reading up on this...

Looks like breast cancer could be a potential target too

https://www.cancer.gov/news-events/cancer-currents-blog/2022/enhertu-her2-low-breast-cancer#:~:text=In%20the%20trial%2C%20people%20with,those%20treated%20with%20standard%20chemotherapy.

Given we know precision works 100% looks like we could be going for some of the more common tumours with confidence. As the platform and pipeline makes the news over next year there's gonna be a lot of drug companies getting nervous that their future planned revenues might not be achievable

Topoisomerase inhibitors are used to treat various types of cancer, such as colon cancer, leukemia, ovarian, and small-cell lung cancer.

Common side effects of topoisomerase inhibitors include fatigue, gastrointestinal problems like diarrhea, hair loss, anemia, and increased risk of infection. Some patients may also experience more severe side effects, such as cardiac toxicity or secondary malignancies.

Late 2026 has always been the earliest ava6k would come to market unless limited FDA approval given before, AS said that a year or so back. 2027 is when revenues will show up in accounts. It's only 3 years away, by which time the SP will have shifted a decimal place to the right, assuming not bought out before then.

What time is the interview with Klaus?

This is looking more and more like COPL every day. Huge resource, a potential mysterious joint venture partner, regular placings with RNS dangling potential to existing shareholders and no plan B.

Oh well.

We need cash, the market knows this. The best short to medium term driver of SP is starting trials, and this will present the best opportunity to raise capital. I'd rather see a placing at a 30-50% discount when the SP is nearer 2p than where it is now. If vlad can use this opportunity to generate 2 years worth of cash runway, it takes pressure off and can then let preliminary results drive investor interest. Or would you prefer a panic placing forced by auditors like at Avacta where it dropped SP from near £1.40 to £0.45?

I'd expect vlad to raise again as soon as trials start to take advantage of the possible, or more accurately, 'hopeful', 30-50% spike, lets hope this time he raises enough for at least 24 months worth of expenses, even if it's at 1p. At least it'll give the SP chance to rise as we get first readout.

Shareholders "This could hit £1 in next couple of years!"

Betts "Hold my beer"

Opened at 50p

Last increase in short : 28th may 42p

Hahahahahahahahahhahahajhajajajajjaahahahahhaha.

Even MMs aren't able to help them now.

No wonder some on here are panicking.

Nova a good comparison. Mainly because their board is completely incompetent, no shareholder communications like here, and dragged out a court case for 3 years and then folded within 24 hours. Plus they're heading back to 10p as they burn through cash reserves.

meant to add, previous management were wary of signing deals incase a bigger fish came along and existing deal jeopardised it. linking precision to a warhead known to target a specific tumour and licencing this out would be a way round it. would be much quicker to market than linking to an unknown and untested, yet far more powerful warhead whose target tumours haven't been decided.

also i ******* hate using this site on a phone.

Live - Exactly what I was thinking. Finally got round to listening to the agm this evening. 28mins onwards is just spectacular, no wonder we've had all this buying pressure. I presume can't announce pipeline yet as licence terms not yet finalised with partner(s). If it was all generic off the shelf out of patent stuff she probably would have said. Al said he's not interested in attaching precision to regular chemo warheads, maybe she's decided that's the wrong approach. Her words were pretty much that chemo drugs would only be used against tumours known to respond.

First time I've been excited about this share since covid. Except this is our moonshot.

As soon as this hits 2p, assuming we'll see a 100% rise after starting trials (50% more likely given it's expected) , though vlad will just do another raise. Market knows this.

Have been invested here for a couple of years and mostly reading from the sidelines from the many knowledgeable people here.

My question is what is likely to happen first. I presume newmont will want to see proof of funding before accepting any bid, whether from GGP or elsewhere. Or would terms be agreed first, so GGP know what they need to raise, but how could they agree terms if not guaranteed to have the capital in place? How are things likely to be played out? If another major came in, I presume there would be a deadline where GGP must raise funds by and match. Would you expect a third party, if interested, to be speaking to both GGP and newmont?

I assume he'll raise after first patient dosed, makes the most sense based on past form and fact it's best short term driver of SP, hopefully SP will nearer 1.5p by then and allows a raise at 1.2p or so. I'm waiting for funding clarity at both here an Avacta to see which is the best play. Avacta is only 2-3 years from market where hemo is probably a decade, but also has potentially most to gain in SP over next 3 months.

Did I read a good while back either here or twatter a paltry £900k was offered for CDX?

And instead he was mocked and ridiculed. How has that worked out for you?

I still think there's a good chance we'll go clinical before xmas. Could do an easy 20% from here. I hope vlad pushes for 2p before the next placing.

Turnover means fook all. I'd rather have £1m turnover with £1 profit than £100m turnover and losses of £25m and no end in sight.

Nova have 18 months to become profit making before funds run out and they mug off investers with a placing, otherwise auditors will refuse to sign off the accounts as a going concern. Based on current performance that doesn't seem likely.