The latest Investing Matters Podcast episode featuring financial educator and author Jared Dillian has been released. Listen here.
While we await news I continue to muse over why Peel Hunt where appointed in a rush. There was much speculation that it would be for a raise, I am pleased this has not happened, to do the consolidation - probably not in my opinion this could have been done by others, to bring ii's well they have not appeared yet. I still therefore believe it must be to advise on a deal, licencing, partnership, JV, TO for me it could be any of these and I feel we will hear during the next few weeks. For my own part I think a Covid partnership as an alternative to AGILE could have been under negotiation. Time will tell GLA
While waiting for news to drop its difficult not to consider what might be happening. I am still convinced that conversations under NDA are in progress. I feel that before and/or as CTA is announced we will hear about a partnership and the outcome of the Agile discussions. Then in H2 we will get more clarity re the GSK Sierra transaction. We will then have a share price that more accurately reflects the value of the IP and the opportunity. Ideally this comes to pass before any TO to allow PI's to realise strong returns. GLA
The final slide was a pleasant addition clearly calling out all the news that could be incoming during 2022. There are many strands all of which will grow the SP, and good to see Covid is still listed and with no delays to any of the published timeliness for activity GLA
Will be interesting to see the presentation tomorrow once up on SARs site. Clearly today's SP shows there was no major news but there was a little tick up yesterday afternoon. I am hoping that there is some positive re-inforcement of dates and plans possibly with a nod towards earlier submission into CTA. GLA
I'm an optimist, I don't believe this will be bad news IMO that would have to be released via an RNS. Equally I do not expect it to new positive news as again RNS would be needed. My expectation is a re-statement of progress and the richness of the opportunity and perhaps some reassurance that the timetable is on track. GLA
I wouldn't want to be out at the weekend, this share is not a one trick pony, yes 737 GSK news may take weeks/months but CTA, licensing, Agile, partnership, takeover, patents, FLT3 could all update at any time GLA
My guess on the next RNS is a licensing deal/partnership. Its a month now since the Tox report time for it to have been digested and some hopefully motivated negotiations to have taken place. Taking 1801 into trials and covid testing. Proceeds used for a one time dividend and 1802 into trials and resurrecting FLT3 GLA
Very interested to see what happens here in the coming week. News would be great but so would a continuation of the in SP. I wonder if Peel Hunt were appointed when deal/TO discussions started perhaps representing both parties involved in the possible transaction for me this is a logical conclusion to reach given tha lack of any visible activity from them. Exciting weeks ahead GLA
We will all have differing views on what outcomes might come from the Sierra sale to GSK. I agree that GSK will have found the ready to go momo attractive but I personally doubt they have no interest in 737, they will want a development pipeline dropping new treatments into market over time to give long term revenue. For me I will be very surprised if they do not take the opportunity 737 offers, strong science supports its potential and I fully expect them to progress it. GLA
I see no way that the sierra offer can be seen as bad news. If the GSK offer is accepted this cannot be bad news, progression or discarding I think will happen rapidly. But we are not only 737, 1801 and 1802 are significant as are the Covid Agile option and FLT3 is still waiting to be mobilised. There is so much positive opportunity here with no binary outcomes. There is nothing to dislike here the reward can be huge. I am holding tight and believe this will continue to deliver alpha rewards for those with patience GLA and DYOR
Looks like deramping is ongoing, the ask traders by Simon Mugo analysis is extremely shallow and I'll informed and then some pessimist posters here. A concerted effort to pick up a few more cheap shares at the expense of PIs. Hold fast for the prize GLA
SP growing steadily for a few days. Although SAR are a tight ship there are many other players now in play. I suspect that more news must be coming, lots of potential RNS worthy news to come but with the Sierra rises perhaps something involving 737 is incoming perhaps an on licence or partnership for a Combo treatment trial. GLA
Num4 I agree I am still committed to holding my investment here until the end game, for me this has always been in the high risk (possibly high reward) part of my portfolio and I won't be selling unless we achieve the targets that I have set for my self, with this stock patience is a requirement but there is a lot to like and huge potential. As always everyone should DYOR but I am still confident that we are steadily moving forwards, it would be nice for it to be quicker but things do take time in pharma and rightly so to ensure safety and the optimal chance of success.