Member Info for mcadder

Agreed Sharebel - talking about people taking up positions I've just seen a huge 1M trade pop up @ 2.865p time stamped 14:50 so looking like a decent buy there....

Some people manage to demonstrate to us how they lose money in the stock market. Take this trade....
Bought this morning
347,720 @ 2.859p

Sold this afternoon
347,720 @ 2.615p

Over £900 loss in 1 trade in 1 session LOL

Hardman & Co see the recent announcement as very positive from their research note.....

"The deal is good from Cizzle's perspective, because it promotes the development of it's CIZ1B-based diagnostic test for lung cancer at little cost to the company, secures supply agreements for monoclonal antibodies and reagents used in the test, and will bring future royalties on sales".....

The simple reason for the drop we witnessed is likely due to a big delayed sell which we'll see pop up later today but it's clear MM's are not willing to sell lots of volume to people...

Hardman & Co research note just released via RNS

"Strength of the bid here is pathetic"

Actually it isn't. You could sell up to 300k @ 2.735p in one go or up to 1M @ 2.65p despite the bid advertised as 2.60p so I'd disagree there

Yes that is indeed correct - potential revenue of £300M based on 10% royalty.

And look at the names involved here -

backers include German Medical Valley, Robert Bosch GmbH and Sinopharm Group

And as Alan said these are big players in China and they are all looking to make a significant investment into the CIZ1B lung cancer test.

Just remember this is not just an MOU, which was announced last year - this is a commercial deal to roll out the product there with big names who have big contacts who will be funding this themselves while we benefit from 10% royalty!!....

"we have completed detailed commercial negotiations and have entered into a full binding agreement that will enable us to bring our early cancer testing technology to this important market. Our Chinese partners will be financing all activities in China in exchange for providing us with important and repeatable royalty revenues and covering the costs for all key reagents and our proprietary monoclonal antibodies."

What is clear is that they are targeting the rollout of the test to a worldwide audience as evidenced by their latest tweet from the other day.

Cizzle Biotechnology plc
@CizzlePlc
Feb 4
"Every person globally should have equal access to early cancer detection. Our agreement in China will now enable so many more people to benefit from early cancer detection and life-saving clinical intervention. Read our latest news here https://bit.ly/3GqMXzO #WorldCancerDay"

In terms of closer to home I would imagine that they are at an advanced stage with securing a deal in collaboration with the NHS to roll out the product.

All in all a good finish today closing flat right at the end despite the sells. More than happy to be holding these back to initial 11p IPO price and beyond - short term lots of catalysts and news flow to drive this back to double figures.

Agreed this won't last forever. They can only sell once and if they end up regretting it and seeing the SP move back up they'll have to buy back in higher. Tick tock

SP is looking pretty stable now after the last few days of volatility. Worth bearing in mind that 130M shares - over half the shares in issue have changed hands since the news. If the majority of seller's are now done this will move up very quickly with just a small amount of buying pressure.

Looks like seller finally done....

That's 6x 250k sells so far this morning every 15mins or so. Seller must be on fumes now....

Correction - now back to 2.90p to buy. Last drop before this hopefully motors on...

MM's widened the spread, 2.80p to sell 3.10p to now buy. Trying to lock out any sellers from trading this by selling and getting back in cheaper

Even £25M Mcap will soon seem far too cheap with where this is going. We are talking about a product that has been years in the research and development stage and imv the commercial deal with high profile Chinese partners demonstrates how advanced and highly thought of CIZ1B is.
Just looked at the names backing this - backers include German Medical Valley, Robert Bosch GmbH and Sinopharm Group.
Alan Syms confirmed in one of the interviews that they are all looking to make a significant investment with this lung cancer test and mentioned just how good a deal the 10% royalty deal is. Especially when you consider that the Chinese partners are funding ALL costs involved through to distribution and sales of the product.
They also have excellent connections over in China to get this sold. All CIZ have to do is wait for the money from the royalty to start rolling in and very soon!
They are targeting a global market so there is potential for other deals to be announced in other countries. Alan mentioned just how hard it is to get a deal over the line in China so the product must be pretty damn good and let's not forget it's been years in the making to get CIZ1B to this stage!
Here's the links to the two interviews....

https://bit.ly/3J0jUVx ************* Feb 4

https://**********.co.uk/articles/traders-talk-with-zak-mir-alan-symms-executive-chairman-cizzle-biotechnology-d882ba9… Feb 3

"Is it not possible that the technology could be replicated by other companies"

In a nutshell, no they can't.....

"Cizzle has protected the use of the b-variant (CIZ1b) biomarker for potential in the prognosis, diagnosis and therapy for a variety of cancers through a number of patents in key territories, including the US, China and the major European countries."

This was from way back in 2016 and showed then the potential for the CIZ1b biomarker. Fast forward to 2022 and in light of Thursday's update I think this test which will help detect early lung cancer is a real winner and could become a global success.

https://pure.york.ac.uk/portal/services/downloadRegister/50391276/Coverley_Nov_2016_.pdf

"Primary lung cancer remains the main cause of cancer death (1.3 million pa worldwide). Early detection of lung cancer is important because the only curative therapy today is surgical resection of early-stage tumours (20). Crucially, for patients whose lung cancers are detected at stage 1 the outcome is substantially better than average.
For stage 1A non-small cell lung cancer (NSCLC), the 5-year survival is 58-73% and for stage 1B 43-58%. However, NSCLC is usually diagnosed later when outcomes are significantly worse (stage 2A 36-46%, stage 2B 25-36%, stage 3A 19-24%, stage 3B 7-9%, stage 4 2-13%".......

........we know of no other publicly available data set that evaluates a single analyte blood-based biomarker on cohorts with stage 1 disease, with the degree of accuracy and stability seen for the CIZ1b biomarker".....

......."CIZ1b is a strong candidate cancer-specific, single marker capable of identifying early stage lung cancer within at-risk groups, without resort to invasive procedures. The technological developments now reported bring a low-cost, minimally invasive and accurate blood test a step closer, with potential to significantly improve lung cancer survival by improving early detection rates"......

Highlights
? CIZ1b is a promising blood biomarker for early detection of lung cancer
? CIZ1b biomarker is a CIZ1 fragment that spans a cancer-specific exon boundary
? CIZ1b fragment is complexed with fibrinogen alpha chain in cancer patient plasma
? A sandwich immunoassay for complex can measure levels in cancer patient plasma
? Stability and specificity make it suitable for routine detection of lung cancer

Note what the company said in these last couple of paragraphs in an announcement going back to June 2021....

Cizzle Biotechnology makes 'significant progress' with CIZ1B biomarker test for lung cancer detection
Writer, Stock Market Wire
Tuesday, June 29, 2021 - 09:16

"The company had also commenced a 'robust health economics exercise to establish that the test satisfies the specific economic requirements and benefits required by the NHS and its patients,' they added."

"We are also investigating additional global strategic alliances in order to facilitate the future commercial acceptance and roll-out of the test worldwide."

In terms of testing and development we are streets ahead of any competition hence why we landed the commercial deal with China. So there's no question that the company could be generating significant revenue later this year and without having to spend a penny!
But interestingly their aim is to roll out the test worldwide. In light of this week's announcement I wouldn't be surprised if we get to learn of more commercial deals in the pipeline for CIZ1B with other countries pretty soon...

The 15.5M trade from earlier at 2.25p unfortunately was a sell but, having said that it's out the way and behind us and there were plenty of buys during the day to soak it up as well as the 4M sell.
The deal announced yesterday will be digested by the market over the coming days and this will re-rate when people least expect it to.
The 10% Royalty deal with ALL costs to be meet by our China partners is a cracking deal and is binding!