Member Info for MadChatter

Trading pattern has been almost identical the last couple of days.

I am expecting an early announcement of who the intended licencee is, within a month. But can you imagine if they got a licence deal paying out say 500m - 750m in milestone payments as it goes through commercial stages. Obviously it's not in the bank until you meet the criteria, but it just goes to show the potential if people think longer term. Which is what ii will be doing.

Today everyone needs to report every post that mentions any other pharma share. It's getting silly, and that share in question has done bugger all for months anyway. HVO is where the money is at!!

This is the only large pharma play on Aim I'm aware of that has NOT failed a phase 3 trial, has already stated it will NOT be self funding phase 3, and has already discussed with the multi billion vaccine companies about licensing. If you have any interest in pharma then HVO is the best play on aim.

My view is that we've had a significant number of people holding shares in the 20s selling, which mathematically means we've needed either people with 3 times as much money as them to buy, or 3 times as many buyers. Clearly there has been appetite enough to absorb these as the price has closed pretty flat. But eventually if the buying pressure continues this will be forced up when the 20p sellers dry up. Also, don't ramp other shares on here, we have board rules against that and you'll just find yourself banned etc.

Considering all company assets and products only currently valued at £35m.... Plus £20m cash I think not! 70p is a good start. Wait until end of week to judge direction. I for one would be very surprised if this is below £1 cop Friday.

For it to stay this flat must be some big orders being worked.

People actually need to realise this will almost certainly never ever see phase 3 funded solely by HVO!! They are awaiting details in the next couple of months as to who this will be licensed to. They are already in talks with major pharmaceutical. Good luck to those who want to wait until the end, but Imo the majority of investors are here for the phase three license announcement, which could happen any time.

I think if HVO had not indicated that they have no intentions of taking FLU V through phase three themselves I would never have bought shares here. As that would bring into the market mind enormous placings etc to fund it. But as it stands there is very little downsides here in the short to mid term. They will license the phase three mass trial out, getting a huge boost to the share price within the next couple of months. If the trial is a failure (very unlikely) then longer term that is a risk. But from this point long term the risk/reward is massively in favour of reward.

There would be very serious (almost certainly criminal) repercussions if they were to "ramp" a phase 2 trial beyond what is factually accurate. So I would be very, very careful suggesting that on here. Plus, you think multi billion £ pharma are not going to see through everything in huge depth a lot more than you could in a lifetime?

Whether this actually passes phase 3 or not will be irrelevant to most here I imagine. ;) The boost is what happens in the next few weeks.

From the rns we won't be doing phase three ourselves I think, but will just sell it as is. Which saves the big pharma hundreds more millions to buy it.

The guy said they are looking to sell the product next couple of months. A stage 2 trial approved product of this nature is hundreds of millions coming back, and they've already been in talks. People would be foolish to sell before a mcap of at least 100m Imo.

Did I just read that this market, of which AFAIK this is the only product in this market, could grow to 12bn!?....

I'd actually like to see this close here. Steady growth is a lot better in the long run.

Presuming no immediate funding needed, then there is limited downside here for the next week imo, but potentially far greater upside. If they do secure a deal on this, or if there is a leak already beyond BMD sources, then this could do very nicely.

Not that I was, but couldn't sell a bean for a while, but it seems to be all cleared now. So onwards and upwards.

Eh? Looks unchanged to me.

I'd like to see a finish around 1.1 to 1.15 today.

For all the trades, NT discussions and people watching this, it hasn't really moved much in last hour...