Member Info for LovableLumax

Yep fair point, wouod need 10 pro-drugs at £50m up front a pop. An early P1b bidding war I think best for all. Get decent returns for holders but also get a major to bring pre|CISION to patients sooner.

Agree we need a more stable and higher SP. Surely once P1a concluded with MTD/BSD we will likely have options for licensing deals or partnerships. An up front payment to strengthen the balance sheet will be key and assuming the cash is retained (not used to pay Heights) it will make lowball offers less likely and probably force earlier offers.

Neutronic I would think during P1b so could be H1 next year. The comparator with Dox and you’ll only need a handful of patients to complete their courses to see the divergence and as RAH pointed out it’s notifiable at 30 days and significant at 60. Also, inhuman could outperform animal studies so the divergence could be even larger. Early signs of improved efficacy and BP will surely not want to wait for P1b to conclude.

Thanks RAH. The US patient may just have 1 cycle?

So a 3 week cycle and a 2 week observation period? How do we get to 8 weeks best case? Sorry if I’m dumbing this down.

Needs higher doses for commercial reasons. Makes licensing easier having a MTD or BSD.

Agreed the share price is baffling but only temporary. A victim of its own success re needing higher doses.

RAH the first dose say 4th April and we know a U.S. patient got dosed 3 weeks later. Can you please explain how you are getting 12 working days for completion?

The most important content -

Additionally, this capability can be extended to Vix (Univision's streaming platform) and be programmatically enabled by Mirriad's new SSAI (Server Side Ad Insertion) capability. This provides a new scalable solution for Univision's digital platforms.

The above says they will be able to generate more revenue as it is all about scale

Erm no it’s easy to do dummy buys or sells as I did and I could sell over 300k for above mid which showed a healthy appetite for shares.

A fair number of sells above mid price so showing as buys. Doesn’t really matter too much. Science is sound and the share price will eventually catch up.

Sells going through as buys which is good as MMs happy to take shares. I can sell over 300k

Sell *337,984 MIRRIAD ADVERTISING PLC ORD GBP0.00001 ( MIRI )

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We will improve on the indication sell price of 3.1p - saving you £ 1,217.08

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Settlement

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Consideration

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Settlement Date 12 May 2023

The LFT comes up again. Difficult to legislate for a corrupt gov. Mologic was going to sue due to the processes put in place. Lord bethell had links to one of the major recipients on LFT contracts and the whole domestic process stank. Avacta was the only UK provider to get EU CE albeit we pulled it once Omicron hit which if anything showed integrity in wanting to maintain quality. That actually gives me more confidence. The LFT price dropped so commercially tricky.

Avacta has exceeded expectations in TX. Yes it’s taken longer but they didn’t think they’d dose as high so as many cohorts and trial design had to change which had to be signed off. We have biopsies all showing what’s intended, US sites opening and a comparator P1b so all looking positive. Given progress it’s crazy we’re where we are but better to be lower and science working than higher with iffy data.

From lse -

I agree the large rise just on the back of the recent collaboration well OTT. That said this is a new space which will disrupt a very well established industry. VPP is here to stay and has only begun and sales will accelerate as it becomes part of brands’ marketing mix. Yes they are burning £1m/month and have cash until Sept but surely with the recent deals and very large II holding they will get finance sorted. They are the leaders in this new space and have IP, have spent a lot on getting the infrastructure in place to enable them to scale up and they have a huge number of supply and demand side partners from Disney, Channel 4 to Pepsi, Deliveroo and of course there’s the music side.

They last raised money at 40p and clearly it’s taken longer to generate the sales they expected but they left China and are concentrating on the US and Europe. If finance gets sorted this will shoot up and surely that’s likely.

Thorm I suspect is short. Clearly more sellers than buyers will mean a fall. Remember they converted early after the first as there was high demand. Swings and roundabouts. Next scheduled for back end of July. All good with AGM update due, next dosing or MTD.

Thorno we need the full results of P1a hopdully wirh more biopsies and showing lots of Dox in tumour and insignificant amounts in the plasma as shown so far. Also with MTD we will surely see licensing deals. My bet before YE. Early P1b showing 6000 more efficacious than dox could see even more exciting corporate action.

I would suggest the results for P1a are keenly anticipated. A data rich study and let’s say the data continues as it has been and they take another biopsy or two it’s surely likely deals will follow.

If P1b starts let’s say October as pointed out by RAH and others if the drug performs like it did pre-clinical there will be divergence in efficacy after 30 days and significantly so after 60 so before YE emerging data could well be positive. Come end of H1 next year there will be decent amounts and I suspect large pharma cos will be in the data room and I suspect will not want to see P1b concluded and data published as they’ll likely wanna buy.

Also, I believe once P1a concluded and MTD or biological significant dose established as well as the extensive PK, biopsies etc we willl see licensing deals.

I kinda hope these drop before P1a published or on the same day (pharma will be in data room) so those not in will have to pay through the nose

This will do well before being sold into. Always good to take profit and look for other PLCs about to re-rate. MIRO down from 60p to less than 5p and the re-rate is starting.

I post this due to Haigh doing the same. I would usually have more class than to but hey ho.

From lse -

Mirriad is excited to see brand partners like Lexus leverage our one-of-a-kind Multicultural In-Content Marketplace to reach audiences in an impactful and authentic way.

Using Mirriad’s solution, Lexus reach millions of viewers through virtual brand placement, signage, and 3D Models into Hispanic and LGBTQIA+ music videos, soccer matches, and Korean and Chinese TV dramas.

"I think Mirriad has a really good understanding of our target customer, our multicultural priority targets," says Lisa McQueen, Media Manager at Lexus. "We've been longtime partners, and we'll continue to explore new opportunities together."

In Automotive News but behind a paywall -

How Lexus' tech partner Mirriad reaches multicultural customers in new ways

Tech firm Mirriad's virtual product placement technology is helping Lexus reach multicultural consumers in the U.S. via digital channels.

May 06, 2023 12:00 AM

OMARI GARDNER

Ah, no worries but I agree anyone not prepared to hold shouldn’t be investing as the emerging data has de-risked this.