Member Info for Mafuta

Because they are here ... that's a good sign ... keep yer hand on yer h'appeny folks ... LH&K Mafuta

Always good to see a director put some more flesh into the game

Full tweet here:
https://twitter.com/Edison_Inv_Res/status/1516734079177175042?t=OvURPmw10ZL4kuJqHq5rCg&s=19

Looks like they are trying to tell us something LH&K Mafuta

While we await more information from the companies involved on their future plans for the pipeline assets, we believe that GSK will also explore the possibility of continuing to develop Sierra’s remaining pipeline given that momelotinib is ready to transition to the market and the fact that Sierra’s developmental pipeline aligns with GSK’s oncology/haematology focus. If GSK decides to retain the pipeline, we expect development work on SRA737 to accelerate given the greater financial resources at hand. This should work in Sareum’s favour as it holds a 27.5% economic interest in SRA737. The favourable response of Sareum’s share price following the announcement suggests renewed optimism in the market on SRA737’s prospects, pending further details from the companies involved.

The ducks are all lining up and I feel the market is slowly beginning to notice ... What's not to like :0)

"They will know exactly what is in the pipeline and its potential before making any offer."
And ... They will know exactly what is in Sareum's pipeline ... These guys do their homework

Here is the blurb:

The distribution in specie shareholders will receive a letter setting out the New Investors' proposal and a Form of Election informing them how to participate should they wish to sell some or all of their shares prior to the lock-up ending on 20 April 2022. These proposals are open to all distribution in specie shareholders but participation is at each distribution in specie shareholder's discretion. For those shareholders who do not participate, the title to their distribution in specie shares will be transferred to them on or around 26 April 2022.

LH&K Mafuta

Quote:

"While we await more information from the companies involved on their future plans for the pipeline assets, we believe that GSK will also explore the possibility of continuing to develop Sierra’s remaining pipeline given that momelotinib is ready to transition to the market and the fact that Sierra’s developmental pipeline aligns with GSK’s oncology/haematology focus. If GSK decides to retain the pipeline, we expect development work on SRA737 to accelerate given the greater financial resources at hand. This should work in Sareum’s favour as it holds a 27.5% economic interest in SRA737. The favourable response of Sareum’s share price following the announcement suggests renewed optimism in the market on SRA737’s prospects, pending further details from the companies involved"

What's not to like? LH&K Mafuta

Salient points from the report:
Based on the following facts, TRX, with a market capitalisation of £39.4m/$51.2m, is currently being undervalued by the market:

To get TRX to where it is today, $150m/£115m – equivalent to 1.6p per share – has been invested into the company.
The R&D investment by TRX to obtain marketing authorisations for a number of products, excluding all the investment made by CellRight, has been $30m/£23m.
The marketing and administrative overheads to establish its products in the market (mostly in the US), and to sign up the network of GPOs and distribution partners, have been $107m/£82m.
The administrative achievement in obtaining the relevant accreditations and licences for the harvesting and processing of human tissue is considerable.

TRX looks set to become EBITDA-positive by the end of fiscal 2022, on comfortable forecasts, notwithstanding the potential influence of external factors beyond the company’s control, and taking a very conservative view about the timing and pace of recovery in elective surgeries.
What's not to like? LH &K Mafuta

They would realise that this is not the first time Thoth has shared his condition with the BB he mentioned it about a year ago if I recollect correctly ... No one is perfect but the least anyone can do is offer sympathy and support ... It must be difficult being fit and able then suddenly finding yourself physically impaired ... Thoth (despite the name) is no god, but as a mortal we can at least send a message of fellow feeling. Leave the vitriol for others and count your blessings as one day you may find yourself in a similar situation. LH&K Mafuta.

Maid: "and the BOD should clarify or position a bit more than they have done in that
4pm RNS" ... Their hands are tied the deal was done between Sierra and CRUK and not SAR ... Believe me if they had the option SAR would have taken 737 back years ago ... they will have to wait until the buyout is finalised at least ... LH&K Mafuta

Oops that should be IP not IPO ... Fruedian slip?

Standard procedure but yes it's positive news ... Enhances value of our IPO

:0)

And those that have lost their glass ...

Another half sentence on 737:

https://endpts.com/from-3m-to-1-9b-glaxosmithkline-inserts-discarded-gilead-drug-into-late-stage-portfolio-buying-out-the-turnaround-crew-at-sierra/

That only means one thing ... There's a large buyer in the background wanting your shares ... Keep your hand on her ha'penny folks ... LH& K Mafuta

And don't forget the CTA announcement that could be due any day

Yes Hammy I have a number of pharmaceutical companies in my portfolio ... :0)

https://simplywall.st/stocks/gb/pharmaceuticals-biotech/aim-trx/tissue-regenix-group-shares/news/analysts-expect-tissue-regenix-group-plc-lontrx-to-breakeven