The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
would be a good day for a director buy. Remember that GC bought last time the SP dipped to this level
Thanks Rockz - what about the Covid trial? someone mentioned within 2 weeks, but that may have been a guess rather than from the company?
Hi..anything about timeline for Brazil phase 2?
Great to hear mention of Alzheimers progress...that's my number 1 reason for being invested here. Any further details would be appreciated.
There seems to be a consistent seller at present, without comparable buyers which has been dragging the price down. Personally I am waiting to see, but there was support around 60 after the last rise, so it seems a potential milestone.
And, to me, it is cheap - we know that this can move quickly upwards. Good luck whatever you decide.
yes...but why no mention of Foralumab in relation to Covid? in the RNS. It's like the Brazil trial never happened at the moment.
They do mention ....[in their standard 'About the Company' - which has been same for last few RNS'
"The company is accelerating development of anti-Interleukin 6 receptor (IL6R) mAb, a fully human monoclonal antibody for treatment of IL6-induced inflammation, especially for treatment of COVID-19 patients."
IL6R is some way back in terms of clinical progress compared to Foralumab for Covid (their website pipeline states "....Manufacturing of clinical supplies for a Phase 1 study is anticipated to be complete in Q1 2021 and we plan to submit an IND* in Q1 2021." ) *IND is investigational new drug application.
So, anyway, I'm surprised that IL6R is emphasised over Foralumab for Covid, but let's see what the boss has to say later.
HArd to imagine he will not be asked about the Brazil trial and next steps.
Fingers crossed for some decent indications of progress.. Hopefully Dr Adams, the new Head of Drug Development is settled in his role and pushing things forward at pace behind the scenes - (his role is to manage and oversee all matters relating to the Company's pre-clinical and clinical drug development programs and associated intellectual property.)
Rockz I saw your posts.. And noted that they didn't last long. I'd guess just a glitch.
I don't post much any more here, but remain invested. It's my view that the SP has reached the bottom, with clear support around these levels. There is decent potential going forward. As such I won't be selling anytime soon; it will take time for that potential to be reached.
GLA
Ohmni...if you and JJ are in Vast, then it seems you're as likely to pick a bad stock as me (and a good one here of course)..
Though in both cases patience is key...
RE $4..Nothing a share consolidation couldn't address.
Jimjam...I see you are in TRX also...I think there maybe parallels here with the lack of sentiment, and poor communications there based on the placing but the fundamentals being sound. Presented a great buy in opportunity there.
Could well be...
meanwhile, I am content with the consolidation period going on at the moment. No news gives VAST no opportunity to show off their underwhelming use of language and grasp of market sentiment. Something that they can easily improve on I might add. It did amuse me when AntHarry (I think) and others wrote dummy RNS's to show them how they should have/could have worded them.
Anyhow, quiet news period, while ramping up production (no news should mean that is going to plan?!) and addressing some of the other long-standing issues re finance etc; all suits me fine. And should improve sentiment and SP - but as ever, we shall see.
Welcome Reaper.
We can only speculate on whether atlas had any say in shares vs cash, but certainly true that if they did it is a good sign. Loving the photo of AP and JC from Botswana Diamonds however.. Again a sign of something going on, which is more than we have had in the past 9 months since I bought in. You may well have timed your Vast foray well. I thought I had though ha. GLA
My take on it is that this is fantastic... They have stated the plan previously, that being that if foralumab P2 results indicate a follow on study then they will need further capital to advance their pipeline. Well I think we have a smoking gun here. The at the market sales shows the confidence further.. As in they do not anticipate needed to offer a discounted placing to raise funds. The only slight frustration was that the application notes 1st quarter 2021 for results of Brazil but we know they are imminent.
Ps I agree that next trial likely to be P2 and P3 combined.
I tried to join the fireside chat, but frankly was put off by the level of detail wanted to join.
Anyhow, given that it was chiefly an oncology event, could anyone confirm what was said regarding this area?
I have seen the tweet that "Results from the cancer work that $TLSA has been doing are absolutely amazing" - but what results are these - anyone have further details?
I assume Milciclib and not Stemprinter (but could be both)
I note the Phase 2 study in Sorafenib-resistant HCC for Milciclib results from the recent investor presentation
(Stabilized Disease (SD): 61%, Clinical Benefit Response: 64%). NB Phase 2b trial starting in Autumn in HCC patients in combination with a TKI (Tyrosine kinase inhibitors (TKIs) are a type of targeted therapy. TKIs come as pills, taken orally. A targeted therapy identifies and attacks specific types of cancer cells while causing less damage to normal cells.)
https://ir.tizianalifesciences.com/presentation
So the proactive article cites a Wainwright (broker) target reiteration of $11..https://www.proactiveinvestors.com/companies/amp/news/938836
I was reading that thinking that's great, but that could well be years away.
then voila...the article confirms this is merely the 12 month target..
some of the adjectives used are noteworthy..
"heavy hitting" (new CMO)
"blockbuster" products (monoclonal antibodies)
"game-changer"...the oral nasal administrations patented by TILS [it's a pretty big game we are talking about here]
"world class" business...
And there we have ,in bite size, the reasons why we are invested.
Truly exciting.