Member Info for Let-It-Roll

Monday or Tuesday RNS's are better than Fridsy ones imo... but then again..positive news is positive news!

The SP is going to be heading to circa £16-£20 in the near future imo. (You can bookmark this post!).

We saw what happened today (particularly when the herd jumped in for a few hours). When 6 month results are published on P1, or further info on the 1s cohort P1, P2, P3. (Assuming it is good news, and there's no reason to believe it won't be) then we are Game On and heading towards £10/£12.

The first child being injected will also be a major catalyst. Especially if results are good too.

Any sniff of a deal/JV with a large pharma, and we are off to the stars!

The freefloat is so small here, and the MC is so low.

Indeed.

Back into Auction! 3rd time. :-)

In Auction... Again! :-)

This has the feeling of the repetition of covid.. when the SP went from 1.2p - 3p over a few days... Then shot from 3p to 14p in a single day on news.

Yes.. I remember! :-)

Not seen that for.... well.. ever!

Been in auction for over 10 minutes now! There are clearly just not enough shares/liquidity... Ready for the jump!

Been in auction 10 minutes now.

IG showing it still in auction. Been in auction 10 minutes now.

Not seen that for a while!

Agree completely SuBush. £100m MC is more fair and balanced based on achievements thus far.

People are starting to wake up to the potential here. Both the science and the financials.

Which would put us at a sp of £12.60 for the same MC today.

There's a big gap to fill up to £3

Indeed they do!

Continued...

4. Impact on treatment landscape

Could reduce reliance on allogeneic HSCT (the current “only chance” of cure in most AML).

Would compete directly with gilteritinib and next-gen FLT3 inhibitors, and possibly with other AML-targeted immunotherapies.

Might lead to combinations (CAR-T + FLT3 inhibitor or checkpoint blockade) in trials.

Would shift AML more in line with the CAR-T revolution in B-cell malignancies.

✅ Bottom line:

If an anti-FLT3 CAR-T truly delivers >6 months survival in r/r AML with minimal toxicity and without HSCT, it would be a major breakthrough. This is not normal based on current standards, and its value to big pharma could easily be in the multi-billion-dollar range. It would fundamentally change the treatment landscape for FLT3+ r/r AML and possibly AML overall.

In case no one can be bothered to ask A.I. as Haywain has suggested... I've done it for you. Here's A.I.'s response. Makes for VERY exciting reading!

1. Clinical context

FLT3+ relapsed/refractory AML (r/r AML) is one of the most aggressive hematologic malignancies. Median overall survival after relapse is usually measured in months (often 6-month survival benefit in r/r AML (especially in multiple patients, not just anecdotal),

durability without HSCT, and

clean safety profile (no severe CRS, neurotoxicity, or prolonged marrow aplasia),

this would be extraordinary and way above current expectations.

2. Is it “normal”?

No — this is not the current norm. Extended survival without HSCT and with minimal toxicity would be highly atypical for this setting. It would suggest a true breakthrough in AML cell therapy.

3. Value to big pharma

Market size: ~20–25k new AML cases per year in the US, with ~30% FLT3+. Globally, ~120k AML cases annually. Relapsed/refractory patients represent the highest unmet need.

Pricing benchmark: CAR-T therapies in lymphoma/myeloma are priced at ~$350k–$450k per infusion.

Value potential: If an anti-FLT3 CAR-T captured even a fraction of r/r FLT3+ AML, revenue could easily exceed $1–3B annually, depending on adoption, durability, and expansion to earlier lines of therapy.

Big pharma interest would be very high, since:

There’s currently no curative off-the-shelf therapy for r/r FLT3+ AML outside HSCT.

A therapy with clean safety + durability could disrupt the current treatment algorithm, potentially moving CAR-T before HSCT or even replacing it in some subsets.

It has to be said, that this is probably the only point for a while, where there is absolutely massive upside, and virtually no downside (as long as the science continues to work - and there is no reason why it should not)..

As Mr I says, 20 x current shareprice is easily achievable on a licencing deal similar to that he is suggesting.

Truly exciting times coming, and it could be an exceedingly merry christmas this year! :-)

Pumpky... If you can see Level 2 Live trades, then you can also see that no one is selling £4.5/£5k lots:

13:26:57 193.45 £3,750 7,254 O = sell

13:25:13 193.4065 £4,238 8,197 O = sell

13:24:14 193.40 £1,000 1,934 O = sell

13:23:51 197.9335 £4,950 9,798 O = Buy

Nothing to wet your pants about there.