Member Info for keiny1

So they need to show us the money and corner that market again.... here’s hoping anyway !!

You’ve got to be in it to win it!! That’s about a as positive as I can be at the minute with the poor market sentiment, PR and progress updates. Here till SCLP close that Multi-billion deal tho GLA

But there was starting to be a little reaction on an upwards SP. I’m sure that holder could have kept hold of the shares, as if a long term holder the actual money was probably written off. Or that’s how I see it when invest for a final goal... it’s in there till it’s realised or there are severe signs it’s going to bust... which i still believe aren’t here yet.

The News/Updates or lack there of from the AGM could well be the next decision point on the stay/reduce/increase invested path.
GL

It may well be but I’d jump at a £150m buy out right now, been too long. GLA

Is going on here with all the news due, the confident bod etc.... please please son positive and meaningful PR and get some more IIs on board FFS. Thought it would improve with Vulpes on board and keep the bod on their toes a little bit more.

The trial is taking an age to progress and once short term and confident timelines on even the UK trial are now looking ill advised.

Been here loooong time please love me long time some day SCLP. GLA

Had time to review the presentation by CH and it certainly seemed like he was being very clear and direct that there is 'potentially' terrific value coming in the Short to Mid-term (6 - 12 months) IMO. So on the back of the pipeline status and previous deals within the biotech field what are peoples realistic opinions on the following, if they present good data in the short term.
SCIB1 - $2-3bn license deal - $500m - $1bn upfront
SciB 2 - $500m license deal - $100m upfront
Modi 1 - $500m license deal - $100m upfront
Modi 2 - $50-$100m license $minor up front
Platforms (IMO I think if these are of interest they would be taken lock n stock, not licensed/partnered)- Hard obviously but could be valued up to $500m each, possibly $1bn for Moditiope if it's as good as the science sounds and IMO is the jewel in the crown of the platforms.

Always hard to debate and value things in this arena, but I have a mind set that SCLP should at some stage 'all being well' be worth not less than a quid a share and possibly a huge amount more...it just depends when and how I not to sure on! Any of the above successes could see a lot of value added here.

Anyway GLA

Watching the SP flop and no back up or support from the BOD with PR or buys.... LTHs got to be feeling a bit used right now...well I am anyway. But, good things may come still, I don’t believe for a second that the IP and research data is worth nothing.... we might just be taken out very cheaply due to the inability of converting promise to price! GLA

What is going on here... this sp is dire, where has all the proposed potential and expectations gone... hope this turns a corner soon with some decent PR.. that always seems lacking some! Yes I’m frustrated, but GLA

Ah Chelsea, just letting my patience n frustration get on top a little... yes in truth we are where we were before taking on new team members, so there must be valuable work for them to do!! I’ll be here till an end point, you know that already. We’ll keep pushing on !

In confidence to all invested i feel to say, not sure what exactly wasnt appealing enough to get a prize! Seems like the BOD really need to motor on and engage real investment from some of the major players, otherwise its going to be a potential huge waste of time and opportunity missed to really test this apparently great compunds and data!

Disappointed!!

Top and bottom is again the poor communication and updates with the market from the company. The fact that they continue to claim they do not know when milestone payments are activated on a deal they are involved in beggars belief. The lack of PR regards the clinical progress on some of the removed and seemingly forgotten data is very poor and you do have to question whether or not they really are ever going to get passed 1 or 2p again. As a LTH I have an average of around half the current, but it is very frustrating the way the last 6-12months have not progressed where it might have. Just wanting some answers and some encouraging noise from the BOD. Anyway, we can keep hoping, but it will frustrate always. GLA

and SP is at a standstill..... maybe adds further reasoning and potential for a compound buy out or full TO for those with all the data to hand!

GLA - this is taking quite some time hey!!

So I've been thinking...like any of us, we are all wondering what the next news will be and what impact it will have on the SP. Now, this is probably absolute BS, but thoughts lead you to strange outcomes lol!

I was thinking if any licencing or TO deals are struck then the CRUK probably have a clause in that any awards money is refunded (argument being - progression can now be funded by other means/parties).

If the outcome of the GC is an award for the team then surely as many have said it supports great data and potential of the work - in which cause you would assume either or both Genentech and Biontech would look to make some kind of licence/partnering deal!

Could it be that there some negotiations in place already (as data must be known for all the GC work now) and they are just waiting for the GC announcements, CRUK pledge the money, but get disposed of the commitment very soon after because of a deal.

My thoughts being CRUK in affect award the money knowing they don't have to follow through, thus giving them extra finances for other things?

So I'm going for a GC first place and then announcement of a deal that is potentially close or already finalised in the first quarter of 2019??

Anyway how's that for a story, all rubbish I think, but you never know - GLA

So we slide back to a silly low sp... thanks MMs ...grinch like already GLA . Another showing that some of the missing PR does affect us!!!

If there is truth in the SVS pre-selling the placing shares..which does seem plausible, it is a way for an interested party to accumulate shares at a constant, rather than a risk that the influx of buying would raise the SP above what they wanted to invest. They have affectively guaranteed buying X amount at nothing more than the prevailing SP rate was when the placing news came, but needed a broker to do that for them and hence the fees being worked by a lower placing value to the broker? Not that I know much about these things but sometimes the simple view is plausible. Anyway, I hope the SP starts to progress again soon, as it seems we have some good products for clinical licences. AIMO GLA

Some good buying yesterday and today on the exaggerated drop. I waited till lunch time to do a top up...wish I'd waited a little more now!!

This is where they do not seem to be doing their job on a PR and even company stability front for investors.

Granted, a delay like this isn't down to them, but if the company had better sentiment around it and also reinforced and communicated better with the positives then I feel the SP would be sitting higher even after the same delay news. I.E, if we had been at 15/16p, we could still be above the last placement levels...which at the time many thought were already ridiculously low! Tis nearly the bah humbug season....GLA

Thoth, your new target...if you can see it getting to £1, how long do you envisage that to take. What would you target right now for a TO or what would you be happy with for a TO inside the next 6months? Just trying to gauge potential with reality and timescales. Thanks

Was there any reason for the delay of the Award notifications from November to January 2019 given by CRUK or does anyone have an opinion why it has occurred? Thanks

Inan...I know there's plenty going on and I am here because I believe it will all come good and will be to a substantial deal or licence is done. It's just that the lack of momentum and now reduced value since the placing is not at all where I think most long termers thought it would be. Have a good weekend.