Member Info for LSBM

The tests will still need to be carried out by a trained phlebotomist. Not your pharmacist or Boots healthcare professional, so it will be interesting to see how this remains accessible to those who don't mind going private.

I agree their MCAP is just 2m currently. Yet they are building bespoke models with their proprietary Virtual Tumour technology. Quote from RNS "the Physiomics team has informed the development of over 100 commercial projects, over 50 targets and 75 drugs. Clients include Merck KGaA, Astellas, Bicycle Therapeutics, Numab Therapeutics & CRUK."

I'm not invested, but I'm doing some research and just reading the journal, and I'm left wondering why this hasn't been snapped up. This sort of precision de-risks pharma-phased development. What am I missing?

The licensing fee and a fixed monthly management fee from J&J for the year are probably larger than the current market cap. This will go on.

Drops can be opportunities for some. It will be interesting to see how this opens tomorrow, as someone bought a 12m stake, as 3,787,069 shares after today's close.

Talking of deal signing... not sure whether you have seen this: https://pharmaphorum.com/news/alfasigma-buy-galapagos-jak-drug-eu170m

It seems that 2 million shares were bought yesterday, most purchased after closing. It will be interesting to see whether this propels the SP back up.

Someone certainly seems to think that 285k worth of shares were just snapped up in two chunks, although this has not affected SP.

Thought we had surpassed these forecasts long ago

Again, it will be interesting to see what the US makes of this. It may recover, as the US seems keen on RPI. Eben's sell is nothing compared to the 4m shares buy-in, which was completely overlooked. The SP price may attract more investments.

I interpreted that to mean who else might be interested in SRA737. I see CPF as a recruitment agency for research partnerships.

Although disappointing, let us not forget that SRA737 has been developed and used in several trials, including combination therapy with effectiveness and relatively better safety. It is SAR's first inhibitor, and it has positive published data with patients. Have a look at PubMed search under SRA737. I wouldn't write off this asset as it has informed the progression to combination therapies. Look at these papers, the scientists involved, and the conflict of interest section.

This is a setback, but we have a developed asset, which perhaps SARs would not have been able to get to this stage without this partnership. Plus, SAR now has the opportunity to negotiate better terms for SRA737. There is a lot to look forward to in 2025.

Still, nothing explaining the 4m block at 588. Interestingly, the press deflects from this, attributing the rise to SWIM. It could just be lazy journalism. Let's see what the US make of this as they open.

Raspberry Pi Holdings plc(LSE:RPI) added to S&P Global BMI Index

The name of the US investment firm is SW INVESTMENT MANAGEMENT LLC however, I don't believe this is the reason for the late rise to 588 although they were the reason for the two big trading day volumes of the 11-12 Dec. The SWIM RNS says the threshold was crossed on 12 Dec plus the Fri trades were all bought at 588 totalling 4m and not SWIM's stake of 6.9m. An RNS will be incoming.

According to Tradingview next earnings report is 26 Feb. I'm expecting news which maybe why the SP has been moving the way it has been.

It will be interesting to see what happens after the US market opens.

There is a market for both online and offline gift-giving and cards. CARD is best set up to capitalise on both opportunities, with a value proposition representing the market belly.

There seems to be resistance at 217, although isn't their best trading period Dec?

I wonder whether this news is finally going to help the SP break through the £1 ceiling.