Member Info for Krustysmegma

OK thanks Gus

Aber, I'm very much in the DIY camp so I'm intrigued to know what the appeal of an early-stage deal is? Is it to avoid the costs of clinical trials? Or avoid the risk of failure? Or getting out quicker with a decent return? Maybe all of the above?

I don't know which is the right way forward, but for me if they can get 1801 through P2a successfully within existing resource, or with relatively little additional funding, that opens the door to a much bigger payday and still with the promise of 1802 etc. to follow. Just intrigued to know why this is so much less appealing to those (apparently significant numbers) who are looking for a deal now.

That didn't take long, another positive update this morning should keep the pot boiling. I know this is all about Action but good to see one or two other portfolio companies coming back into play.

Anyone else seeing the LSE spyware (small red box, top-left of the page)? Monitoring every page visited & who knows what else.

Deadline for tendering with HL 9.00am Tuesday 24th Sept.

Corporate action now available on HL, you should have received a secure message to confirm. The only difference appears to be the % allocation may differ as the shares are held by HL but I can't see how it can be dramatically different.

Hope The Oak Bloke is impressed by the report. I'm not.

Signing off with a blatant de-ramp, class!

Still nothing yet Kenny, will check again in the morning.

Thanks for the reply potnak, interesting insight. I'm "lucky" to be fully retired now and so have to keep the bulk of my investments in boring dividend payers to supplement my pension. I'm excited by the prospects for 1801 in psoriasis treatment and very much looking forward to the next step on the journey, anything beyond 1801 would be a bonus from my perspective so any news on those fronts would be very welcome.

"Time goes by so slowly"

I don't know how people have the time & patience to come back on here, day after day, posting the same old stuff, drawing ever-wilder conclusions based on nothing but speculation & conjecture. Surely you've got better things to do with your time? Like researching other shares for instance? What will be will be here, and no amount of wild theories from people will change that. It's a waiting game, simple as.

Still nothing on HL after the initial confirmation letter on 10th Sept. Will check again PM & in the morning.

Basic entitlement 16.81% of current holding @ 88.59p. Be interesting to see what happens to the SP once it's trading ex-tender.

Gman90: "Isaman zero chance of 50bp cut by the Fed. Gonna be 25 and rightly so. Fed will proceed by the book with gradual cuts all by 25bp".

Ouch!

I'll be adding if the ask falls to 25p.

Nigel50, with £4.3bn of core borrowings I imagine they'll want to pay a big chunk of that down with the Cala money to reduce the ongoing cost.

I don't do recommendations ISAman but my own portfolio includes SMIF, POLN, IMB, UKW, MRCH & CTY fyi. I also hold ZIG & MEGP for long-term income & growth.

Virtually every home-owner in London is a millionaire these days Finley1, it's the billionaires you need to follow. You quote one of them, Lord Sugar, but I note he's not left his Manor just yet. Interesting posts though, certainly food for thought there and if you have sold, as you say, then you've followed your own convictions. I happen to think there's still plenty of life left in old Blighty, despite Starmer & his union cronies.

I own both too Abject, hoping LGEN sell Cala to the Americans because PSN can't afford it at this point in the cycle IMHO. They need to focus on the existing business & getting that right, which will be a massive job under this (govt.) administration.

Hitting 12-month highs again this morning, question is whether to sell a few in case it drops back or whether this is the start of the long-awaited climb back above £2. Think I'll wait & see for now, interesting times for the sector though.

Yes, this is a solid if not spectacular regular dividend payer. Hopefully things are becoming a little more positive for REIT's in general and this one in particular. Still has a long way to go to get back to my average but I'm not too concerned about that.