Member Info for MaryBr190

Follow the money may at last work out here.

Seemingly all clear skies until 20th November trading update

The buyback is certainly contributing. Will trade around 130p to 150p early 2026 with trimmable spikes on any good news. A gem of a cash cow.

Sheltie - the potential is gone but a good crash down usually provides a tradable bounce. Made some good trades here in the past. Last sold 7th Aug at around 370p and has been off my radar since.

Suprised at where is is today. Interesting perhaps but like Kier it seems to be "circling the drain".

Trend is to 160p competitors are catching up.

Grabbed some at £4- takeover target at these prices.

Ignore wrong board soz

Grabbed some around £4

Results leaked? Bid rumour? Selling opportunity? Buying opportunity? ..... Who knows.

Add and trim to win.

Added at 57/58 so prudent to trim 20% to lock in the gain.

Onwards and upwards. GLA.

Still plenty of skin in the game.

Outlook

Our programmes are in areas of high interest within the pharmaceutical industry. We are optimistic about the potential of POLB 001 to transform the delivery of cancer immunotherapies by moving administration away from specialist centralised cancer centres and into the community setting, closer to patients' homes and, as a result, making these life-saving treatments available to more patients. POLB 001 has the potential to make cancer immunotherapies safer by reducing the incidence of cancer immunotherapy-CRS which can be potentially life threatening. This is supported by strong pre-clinical and clinical data generated to date, robust intellectual property, global rights, and FDA Orphan Drug Designation for POLB 001. In addition, our patient-friendly oral encapsulated GLP-1 for obesity offers a differentiated approach within one of the world's largest markets.

I am excited about Poolbeg's future; we've entered a catalyst-rich period, supported by a robust cash balance that provides runway through to 2027. With a clear plan to deliver shareholder value through our clinical programmes, we are led by a proven team with expertise in clinical execution and deal-making and we see strong potential to secure partnerships based on positive data from our upcoming trials.

Berenberg highlights recovery potential, cheap valuation at JD Sports

(Sharecast News) - Berenberg has reiterated a 'buy' recommendation for JD Sports despite an underwhelming set of interim results this week, citing the stock's low valuation and the company's potential for a recovery.

First-half pre-tax profit of £351m was close to the retailer's implied guidance of £354m, representing 40% of the full-year consensus forecast, which stood at £885m prior to the results.

That has since come down to £878m - implied by the guidance range of £853m-914m - though Berenberg has trimmed its own estimate from £782m to £865m due to updated FX translation rates.

"We continue to expect lfl sales to be down by 2.5% in H2, the same rate as seen in H1, while the gross margin could continue to dip as a result of the business mix and a promotional UK online sports fashion market," the broker said.

Nevertheless, Berenberg said it remains "constructive on the company's recovery potential", with the 2026 FIFA World Cup next summer expected to bring a "halo effect" to the sportswear market. Meanwhile, the broker highlighted the company's recent work to catch up on technology and logistics infrastructure, as it ramps up its new Heerlen distribution centre in the Netherlands.

"At c7x forward P/E (January 2027E), the stock continues to look cheap, in our view, even if we await a lfl sales recovery as the likely catalyst required for a re-rating," the broker said.

Berenberg left its 155p target price for the stock unchanged, implying significant upside to Thursday afternoon's price of 89.32p (up 1.6% on the day).

Great news - read it here.

https://archive.ph/O01l6

The recent successful IPO will reap rewards so the price needs to be rich. Other bidders no doubt.

No surprise really undervalued cash cow. Only surprise is that is it not at £3+

Market Opportunity

The demand for effective CRS prevention solutions is driven by the rapid growth of CRS-inducing cancer immunotherapies with more than 70% of patients receiving certain cancer immunotherapies affected. Independent research has identified a market opportunity of >US$10 billion for POLB 001 and as such, the Company sees strong potential for partnering on positive data from the forthcoming trial. The recent FDA Orphan Drug Designation further validates POLB 001's scientific rationale and enhances its commercial appeal for prospective partners.

Investor presentation

Poolbeg Pharma will provide a live presentation via the Investor Meet Company platform on Monday 29 September 2025 at 5pm.

The presentation is open to analysts and investors, those who already follow Poolbeg on the Investor Meet Company platform will automatically be invited. Investors can sign up to Investor Meet for free and add Poolbeg Pharma plc to their company dashboard here.

Https://www.londonstockexchange.com/news-article/POLB/polb-001-phase-2a-trial-update/17247751

ACT appointed for POLB 001 Phase 2a Trial and supply of approved bispecific antibody drug secured at no cost

Trial to take place at The Christie NHS Foundation Trust and other leading UK specialist cancer centres

25 September 2025 - Poolbeg Pharma (AIM: POLB, 'Poolbeg' or the 'Company'), a clinical-stage biopharmaceutical company with a core focus on transforming the cancer immunotherapy field, announces that the Company has signed an agreement for a specialist blood cancer trials organisation, Accelerating Clinical Trials Limited ("ACT"), to conduct the upcoming POLB 001 Phase 2a trial and has also secured the supply of an approved bispecific antibody drug for the trial at no cost to the Company.

The trial will be led by Dr Emma Searle, Consultant Haematologist at The Christie NHS Foundation Trust, Honorary Senior Lecturer at the University of Manchester, as well as Chair of the British Society of Haematology Research and Grants Committee. The Christie, a leading cancer research institute based in Manchester, and a number of other leading UK specialist cancer centres will participate.

The Phase 2a first-in-patient open-label, single-arm trial is titled TOPICAL (Trial of Prevention of ImmunoCytokine Adverse events in Myeloma). The study aims to investigate the safety and efficacy of POLB 001, in particular its ability to reduce the incidence of Cytokine Release Syndrome ("CRS") in approximately 30 relapsed/refractory multiple myeloma patients receiving an approved bispecific antibody.

The Company already has sufficient supply of Good Manufacturing Practice ("GMP") grade POLB 001 and this agreement represents an advanced stage of trial preparation, with interim data anticipated in summer 2026. The Company's forecast cash runway extends into 2027, providing more than adequate funding to achieve key clinical development milestones.

The Directors believe that POLB 001 has the potential to transform the cancer immunotherapy field by expanding administration from centralised specialist cancer centres into community hospitals by making the treatments safer through the prevention of the life-threatening side effect, CRS. As such, POLB 001 could increase the number of patients that can receive these life-saving treatments, thereby increasing the market opportunity.

Jeremy Skillington, PhD, Chief Executive Officer of Poolbeg Pharma, said: "The signing of this agreement, and the supply of the approved bispecific antibody at no cost to the Company, are major milestones for the upcoming POLB 001 Phase 2a trial. The trial is at an advanced stage of preparation and remains on track to deliver data in 2026, we look forward to sharing the data with prospective partners. With a cash runway into 2027, and multiple near-term clinical inflection points, we believe that we are well positioned to deliver value for our share

Added at 219p, 225p, caught in the downdraft but at b/e and waiting for a rerate.

On 13 June, Jegen bought £523.6k worth of B&M shares at 264.6p as a non-executive director also spent £19.9k at 262p on 11 June and the CFO almost £20k worth at 265.5p on 18 June.

September has seen a flurry of sizeable buying: on the 3rd, £265.9k at 234.5p; on the 9th, £198.4k at 249.6p; and the 12th, £148.8k at 241.9p. On that last date, chairman Oliver Tant also bought £4.8k worth at 241.6p after £21.4k at 285.3p last February.

Yesterday, Jegen’s buying news continued: £129.9k worth on 17 September at near 250p, taking his total so far to £1.267 million.

What's not to like?

Tjeerd could do a Tufin Erginbilgic here.

Https://www.proactiveinvestors.co.uk/companies/news/1066974/pets-at-home-perks-up-on-takeover-speculation-1066974.html

Gging vertical - Nice chart