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Good view on potential, the cost of manufacture vs the commercial price is the key to value, if there was a large margin then if drug sold for £1 then who cares. At the end of the day it would have to be licensed out with a tight contract. SAR has been poor in the commercial arena and our guys are not getting any younger, realistically a sale / t/o is a more realistic way forward.
We are overdue a investor meeting, it’s been a while now. You have to consider why this has not been called. Perhaps the board don’t want to answer the more searching questions. On the positive side, news should flow soon, given the HNWI moves then it’s hard to imagine bad news, on the negative side if there is delays then it would be badly received. I do feel we are due some news very soon.
We have been blessed with great research from our long standing hard working fellow investors. There digging and persistence has enabled many to understand the potential of SAR. I for one got in a very long time ago on the back of there analysis and topped up over the years. It does now feel like we are likely to see some substantial results and value. Thanks guys and looking forward to a share holders party at some point.
I have had both my vaccine jabs, the last one was the 2nd June,. I tested positive last Saturday for Covid, I am a healthy person who has been careful but still caught the virus, fortunately I have just had very minor symptoms. It very much looks like that we are going to be exposed and may well catch the virus. The danger is mutation driving hospitalisation, I come back to my earlier point, we need a treatment that prevents major sickness. If Boris has this wrong he will be finished or if he has a solution up his sleeve it will launch him as a global leader and his legacy
It’s very unlikely Boris does not have a solution up his sleeve with “freedom” day approaching, the infection numbers will continue to climb and new Covid variants will continue to infect the population. So ask yourself this would Boris commit political suicide ? I very much doubt it, he must have a master plan.
Virus is always going to mutate. I am double jabbed and it’s a month since my lady jab, but started with a soar throat on Friday and had a per test and yes it was positive. Now I am not I’ll as such but as someone who is careful I am amazed that I am infected. The virus is going nowhere fast, let’s hope we have treatments for those less fortunate.
All heading in the right direction, we have been blessed with great research’s providing factual information over the last decade, it’s been a long haul but feels like we are on the move to a higher level. It’s time the market and big farm make there move as they will be fully aware and aligned to the potential. What would be advantageous for us now would be agile approval. I would hope to get an invite to the boat party, I promise to bring the champagne.
Given our portfolio and “potential “ then we are attractive and ripe for a buyout. The due diligence process can take 3 to 6 months and throw up many questions before a final value can be tabled. It may be that we need to at least get one of our products over the line but then again big pharm know there onions so maybe we are in the due diligence phase. Regarding fair value then this really depends on the success of each product and the market size, given the field we are working in then again this is many billions, if all come through then the value is astronomical.
Given our success so far and yes as long term share holders we have seen a substantial rise in value but my view is we should be at least 6p / 10p but we aren’t. Looking ahead assuming we are successful with our product development then £ is realistic. Thoughts pls.
I messaged my sister who lives in Bolton to see how she was, this is what she replied. “I hate to say it but when I was taking Bilbo to kids club yesterday I witnessed with my own eyes loads and I mean loads coming out of mosque about 50% had masks but they were all shaking each other’s hands and hugging. If I hadn’t been behind the wheel I would have taken a picture and sent it Bolton news. I was shocked how open and blatantly it was. And no I am not ****** at all”
Nothing has changed, it’s a waiting game, so patience required. We have great science and a potentially massive value assuming all comes good. The upside is high and the down side low, so I am sitting tight awaiting news in the coming months.
Lots of noise around from the short term fly bye nights. The LTH will sit tight for now while this plays out. I for one have a lot of respect for Thoth who has been providing solid factual information for many years. Yes we are all hoping that Tim and Co are capable of delivering and the risk vs reward is in my view 30/70. I have been contemplating the last RNS and have already posted my disappointment on how this was released. If there is big news arriving next week there I can understand but otherwise my faith in the board will disappear.