Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
live bid over 19p so another tick up coming
Hasiba. i assume today's rise was driven by the testimony by one of the trial subjects sharing her experience on a major cancer chat and revealing how much her tumour has decreased. 'PR'/news is so much stronger if driven from the outside and today proved that. I would suggest her story was as good a news story as one could have. What's exciting is the speed the moditope story is developing after a long 10 years of waiting.
which is £12 to £24 a share.
depends on how quickly moditope results come through and how many glycan deals are done how quickly this moves. Obviously i have missed out Covidity and Immunobody. A buy out is obviously a real possibility and we have seen how silly those deals can be. All positive obviously
people have said the end game is £8 if moditope is proven to melt away tumours as opposed to have them resected added to the other 3 platforms we have
Best PR is when its source come from outside and just needs to be managed. The silence from Lindy outside of RNS is deafening. Point is previously we announced something. Proactive interview which no one watched and sp went down and we were talking to ourselves. Maybe something bigger is really afoot?!
i have just read all the posts from McMillan's forum from yesterday. Heartwrenching stuff with fear being what jumped out for me the most. That post was the most positive of those that i read as most going under the knife and chemo like both my parents have done. My dad still around at 90 and mum sadly passed 20 years ago. Extrapolating what could happen here is truly remarkable. Yes many of us will receive 7 figures but moditope specifically will change the world and that is why I invested and stuck around for over 10 year. 40% reduction in tumour size on such a low dose and so quickly is truly incredible . I don't believe we were just lucky with the first patient. Moditope could prove to be the real deal.
great little finish to the day. nice to get small uptick in the right direction and some decent buys. been so used to sp really falling quite quickly on small sells its quite refreshing
If moditope works, added to everything else, of course £8 is possible giving market cap of around £6bn. Depends on how early we sell out and what is required for large phase 3 trial and how it is financed
my 90 year old dad last year had melanoma and hd the old fashioned scalpel to remove it and thankfully it worked. Thankfully it was removed and it did not spread. But the marks on his bald head and body are not great as well as the daily discomfort from the irritation despite us catching it early and being quite mild. To think that moditope could make it just melt away makes you realise how basic today's treatment is for most. Great progress today. He has a few shares here and basically told him today Lindy is going to pull it off and she will. This will be as big as penicillin way back when in how it will change cancer which is going to catch half the population one way or another
I would be flabergasted if Oxford Technology not amongst the sellers. Recently merged the VCTs and under cash flow pressure so because they had entry point of 5p, might very well have been tempted.
bid almost at 16p so looks like another tick up coming. Nice to see tick up on results not disappointing falls. Makes a nice change and quite right too!
stupid and ignorant actually. be watching the footie
what's great about the deal is it gives us numbers to potentially extrapolate what might happen here. If you look at the number of different targets of our 4 platforms it does come in to the billions. so an upfront payment plus stage payments plus royalties really does add up over say 10 deals. Get another couple over the line especially if moditope goes to plan, in not too long a time span compared to waiting 10 years this should end up rather well.
to be chosen as the daily stock to watch is no mean things. I wonder how many will have read this.
how does a $624m deal translate in to a valuation of only £130mn for our combined platform of 4 different opportunities.
Genuine question considering moditope is the golden goose. Obviously other good news is that it seems working capital should come from sales now and not further dilutive fundraises. Isn't that massive in itself. Haven't done the sums because I don't have the knowledge but 2 general points. Wisdom will be gratefully received.
Agreed. Stiffel are top 2 in mid sector M&A . Would not think they are looking to do a deal at 6p! Biopharma healthcare key area for them
https://www.stifel.com/Newsletters/InvestmentBanking/BAL/Marketing/StifelSays/2021/Institutional%20At%20a%20Glance.pdf
what could be more timely than an update on South Africa trial as if melting away tumours is not enough!
the only people short term hype benefits are short-term traders. PR follows success and the SP will follow at that point and the volatility that some on here crave
can't be far short of 10 year anniversary of original announcement and the heady days of 64p, albeit very short lived.