The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
Proton - if you hang around a while you'll get to know which posters are worth listening to. Though they might not share the same views. I've held for about 5 years. My average is mid 50s. Read some of the RNSs and watch some of the presentations hosted by Investor Meet on YouTube. My opinion is that the products are good and the marketing is picking up. SweetBiotix will be the game changer but this has been a long time coming. I am hopeful that SOHs guidance of product launch in the next year or so will come to pass. But have a read/listen and see what you think.
Inspite of the recent dramatic SP movement, this is not generally a share for a quick return. But as you have seen, when it moves it moves! As with the rise to c. 120p a few years back.
North Fork CDC hadn't had a meeting for a few months. But minutes recently posted from June 26th include:
"Lawsuit Updates: Not officially finalized on bankruptcy, we have a new lawyer to help complete."
I am assuming this refers to plant that Eqtec part own and are involved in?
SOH won't sell on the cheap. (Whatever mc cheap is). He may have made some mistakes but he is determined and has unfinished business regarding developing 2nd generation products. He might find a way to split the SweetBiotix strains into a few companies and hive off like PBX.
Agree some of the recent news is promising. Italy MDC is due to be refinanced "over the Summer". The timing of this is another test of whether Eqtec is improving on delivery / credible guidance. Let's hope it doesn't drag on. Similarly NF. And other projects in Greece and Croatia.
Thanks for sharing. I guess this is a little way from production / commercialisation? Some general thoughts. Would this product be owned by Opti /PBX or jointly? Is it direct competition for LPldl/ Cholbiome?
SweetBiotix is still in development! We have been told a "soft launch" may occur later this year. So no-one, apart from perhaps SOH and those in testing, will have tasted SweetBiotix. And, just to add, there are 6 strains being developed, as I understand it.
Mmm, thanks for source. Can't find that particular statement. But I'm not concerned about Opti's cash position. I'm fairly hopeful that we might even see profit in the next 2 years. Cheers. MU.