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Oracle - I completely agree I only expect SP growth in the medium, perhaps not in a straight line but new highs over coming months. We have significant IP in second generation molecules, less toxicity and a decent cash runway to avoid needing to give that IP away. For me what is not to like here, GLA
Well the Tox report is out and I wonder who is reviewing it, hopefully this silence is a period of interested parties, under NDA's, reviewing the results assessing the target indications and forming a view on value. Partnerships, licences or takeovers might all be under consideration. If nothing happens now on those fronts then as many have said the price will only increase once the move through trials progresses. GLA
Well I have just listened to the Sierra presentation, not great for 737 news, minor reference in a context of smart expense control. I do wonder if this might be in licensed by another pharma. Dilley referenced that they were small and needed a partner for Momo outside the US. Will they therefore concentrate solely on Momo and on licence 737 now that they have a product to commercialise. GLA
I for one am happy with the TOX RNS and the steady SP rise which I feel will continue. For me I see this confirmation as a key prerequisite to not only CTA, but also to any discussions on partnership/licencing/TO/Agile. I hope to see over the coming weeks more news. Potential partners will now be far more comfortable that our molecules can deliver real value. I'm excited for the weeks ahead and hope to see only positive momentum. Possibly with a 737 turbo charge at some point as well. GLA
The drop in sp is disappointing but not as bad as the fall in many other stocks in the current turbulent scenario. Personally comfortable with news not being issued in the current market conditions.
My personal belief is that the share price will trend up for the remainder of the week, based on this weeks RNS all being positive, tree shake will have taken out weak holders, more news could well be incoming GLA
Ahead, great post really good to be reminded of the opportunity here, patience is needed when investing in this sector, let's hope for some news in the coming days and weeks to give further momentum. GLA
I have said at current price levels my intention is to vote no. This is not though because I fear dilution, if we are going to go deeper into trials before licencing funding will be needed and although other options exist dilution is an obvious option. However future licence deals revenues will be higher and ultimately for those who hold rewards maybe greater.
I am still though hopeful that this is positioning in negotiations and that this scenario may not materialise. Although pure speculation if SAR were negotiating and wanted to maximise their hand perhaps they would appoint a broker, at short notice, to give legitimacy to other options for moving forward eg consolidation and access to ii's. I have no view on manipulation of the SP, it has drifted but the news flow has dried up and volume has been low.
The science is though still exciting with potentially multiple pieces of good news on the way at any time. I personally am still positive about prospects for this share GLA
At this point I am still intending to vote no, for me I want to see some news before the vote and sp increase before I will vote yes. I have though topped up today, for me the science and opportunity are still all very positive. GLA
Well I did not think we would see these price levels again. The science is good, 737 royalties will start to move soon, hopefully MTD info soon, trial applications coming, news still to drop on Covid and unknown licensing deals undoubtedly being discussed. Hopefully the consolidation is driven by optimising those discussions. Also maybe one day PH will issue a broker's note. What is not to like here, I had intended to stop accumulating at the higher price levels but IMO this is a time to buy, sold some other stakes last week and will be adding again next week GLA
I am not at all concerned with the warrants, 4 years for an exercise right is normal practice in my experience. My view is that they have been priced to allow early use, I believe its a good indicator that the 7p level will be broken through again in the near future. GLA
A decent performance by Tim, no surprises in a negative way and good to here that Covid related avenues are still being considered. For me this was all positive re-inforcement of why I invested and I will continue with a strategy of patience while matters unfold. GLA
Looking forward to see the development and news flow for 2022, I would like to see the tox report published, some progress on 737, a partnership on 1801 or 1802 and then consolidation. IMO one or two pieces of news and then consolidation is the best outcome for existing holders GLA
There has been some discussion around yesterday's buy from Parker and that this buy means no news imminent. There have also been views that this does not apply because he is a NED. I think a closed period would apply to him as a NED but I think there are allowable carveouts, one I think is for 'stabilisation'. IMO the SP falls were significant enough to enable a stabilisation action and this therefore means that a closed period could still be in play and news could still flow on a number of fronts. GLA