RE: Golden Cross10 Jan 2023 11:54
Morning all, great to see the momentum continues :-)
Love all the chart and golden cross chat, above my head but nice to see none the less.
Even enjoy seeing the return of the trolls, they would not be active if they didn't want to buy lower, at which case they just buy, push up SP, switch account and pump. If there is enough volume and momentum at some point they will just lock themselves out and move on to the next.
Annyyyyyywayzzzzz... Vlad is clearly happy and excited, his tweets and posts are those of a CEO who knows he has made it.
I read again the RNS from yesterday, so much better than I previously thought. An off the shelf treatment for a batch of viruses that has the potential to be a cure and much more effective than anything currently on the market..... If this actually works can you imagine the demand? First thing that jumps to mind is this:
https://remm.hhs.gov/sns.htm
Its really hard to believe the potential when the mCap is still 20mil. Its difficult to picture going from 2p to Β£1.80. But the reality is CAR-T is easily worth 500m if it works and is licenced (Not convinced Vlad wont just keep it and sell the drug to hospitals and patients directly given it could go for Β£300k per treatment and they can produce in house....). Then there is CDX, as a replacement for chemotherapy it could easily be worth a billion between up front payments and royalties. And CBR? If the government keeps on supporting them and even funds the research then no need for dilution and they end up with a fast tracked drug they can sell back to the government. Some of the Covid-19 treatment bulk buys are in the billions.
Risks? Dilution via placing - They have plenty of cash for now and its more than likely they will be getting grant monies soon + What do they actually need money for? CDX they have finished testing and its with some big pharma in negotiations, CBR is in Government labs so that does not cost Hemo, and CAR-T will be one patient every 10 days using their own facilities... I believe its like 10k for a fresh set of bags and tubing but even if it costs 100k per patient, they have 5mil.
Risk of failure? - Maybe, but EVERYTHING failing? unlikely. And before it fails CAR-T has to go clinical and CDX is past the lab testing phase anyway.
IMO probability of further update on CBR higher now (yesterday was backwards facing, I expect a forward looking update and in vivo for Covid 19 results)
Impossible to guess which will come first, an update on CDX talks or run 3 CAR-T update.... Tick Tock!
Have said this many times, this SP is wrong, its not sustainable, that should be obvious to all by now.. It will now last and we will re-rate and I am positive this will happen in the near future.