Member Info for LovableLumax

LOTM I informed you it was not a meeting for shareholders as it’s a fait accompli and questions not welcome. You would have been intentionally shown the wrong room. They would have asked reception to do so. Your naivety something else. I guess that’s why you were egging people on to buy before the raise as I doubt you were being disingenuous. You need to scan back and you’ll see years of LinkedIn posts that are not subject to RNSs as they are not material hence crap revenue, high cash burn and crap pipeline.

This will likely follow the same pattern as the 3p placing. Struggle initially then ramping on LinkedIn (no RNSs as deals immaterial) and buyers come back and over placing price before massive sell off and falls 30% or so below placing (2p then and now likely 1p or less). The BOD will take well over 10% of the cash raised and remember they are currently burning around £800k a month with a crap pipeline.

Lots of buys being soaked up and price falls. A background seller surely.

Cj we had very different timelines re cohorts in 3 weekly and the same will apply here. If they have sufficient patients a cohort could take 4 weeks. Depends on recruitment and drop outs.

CC it seems will let us know when the first 3 patients in each cohort is dosed which makes sense. All 3 in C2 have been dosed so the second dose in less than 2 weeks and 2 weeks observation so with no issues and a pronto safety committee meeting cohort 3 (if patients lined up) could start in 4 weeks or so. If they dose all 3 together it can complete in 4 weeks.

Mirriad has pumped immaterial campaigns with amazing brands on linkedin for years, recently had a £2.6m unweighted pipeline and burning £800,000 a month and has got to 1 billion shares in issue but don’t worry as 50% of Americans under 16 identity as a racial minority

Lots of chunky buys and no movement so a background seller per chance.

Current cash burn around £800k a month and no material ($180k) contracts signed for a good while. Mirriad continues to have lots of impressive brand partners launching small fry campings as it has for many years. With a £2.6m unweighted pipeline and programmatic taking time to kick off a raise will happen H1 next year for audit to get signed off and they won’t wanna have this year’s fiasco so Q1 for another raise. That’ll come round soon enough. 1bn shares in issue. The BOD will take well over 10% of the cash raised.

Remember have a look at the optimistic broker target. Not pretty.

No more than 4 but could be 3. Look at the presentation!

AS tried to get FAPI-PET for a good while and said the UK hospitals unable to so was pushing for it in the US. It seems CC has been able to get this over the line. It's a real positive and also great for suitors to have such great before and after imagery. Data rich and image rich which will only help. We were all impressed with the amazing images of the various tumour shrinkages well it'll be great to have many more and with tumours receptive to dox and some first line patients should make for super resultds

Note, Novartis has an ‘exclusive worldwide rights to develop and commercialize therapeutic applications for a library of Fibroblast Activation Protein (FAP) targeting agents including FAPI-46 and FAPI-74’.

Https://sofie.com/fapi-development/

AS mentioned using FAPI-PET over 12 months ago but was unable to source it. CC has sorted it rather quickly which is superb. Remember mid and high FAP patients received lots of drug in tumour versus blood. Results of 2 weekly should be superb and they’re more receptive to dox and of course receiving drug every 2 weeks so 50% more. I imagine the 2 weekly read out will blow the doors off and will lead to huge interest and maybe taking the platform.

And worth remembering when 2phevs and LOTM were encouraging buyers several weeks ago above 2p pumping the LinkedIn nonsense which mirriad has been doing for years and not on RNS as immaterial. I said a raise needed and 2phevs particularly scolding and the numpty was taking about invoice financing and someone who worked for such a co liked a post of Stephan’s I mean it’s hilarious. Here he is back pumping as over £50k down. Has no self awareness and LOTM just as bad it seems.

They have a £2.6m unweighted pipeline and programmatic clearly delayed and my assumption is accelerated revenues will happen H2 next year so a raise will be needed by the auditor (like this year) H1 next year and they won’t wanna leave if so late as they’ll get their pants pulled down (again) so you’d think will be Q1. Anyway, see what the next few RNSs bring. LinkedIn posts have been ongoing for years and are not subject to an RNS as they are not material (revenue).

*Current cash burn rate is circa £800k a month

Bentley you clearly haven’t done your research. Hopdully we can see what the cash position is as at end of April and add that to the raise and we can estimate how many months they will have before next raise. Current cash burn rate is circa £800k. Hope we get cash position as at end of April as that will confirm.

It's obviously a guess but when CC said everything is on the table I think she was referring to AVA6000. AS was adamant he wanted to keep the lead asset inhouse but I suspect CC sees the value in partnering and accelerating. Hopefully the 2 weekly data super and we are able to get a really good terms and lay out what the plan is re pipeline as they said they'd update us in the summer so hopefully at or soon after the AGM

So Canela said no other major US streaming co working with Mirriad at the mo which confirms the 2 year testing that Disney signed up to over 3 years ago was not extended. That seemed obvious as there was no RNS re an extension but it's been confirmed which doesn't bode well IMO. No wonder revenues and pipeline so poor.

Different outlooks here aside James, that sounds more than a little difficult so wishing you and your family the best.