Member Info for MRK2020

Buying while others are wary - a high risk high reward strategy in some ways. But you have to look at the fundamentals. I started buying VAST in April when there was a hell of a lot more uncertainty about whether
VAST could deliver on BP. Compared to then they have come a long way; into production and sales revenue imminent. So, notwithstanding the share placing to raise income, this feels like a great opportunity to top up to me. Which I have just done. Paying less than 17 strikes me as good value. Time will tell . While the number of shares is monstrous, so is the mine :-) GLA

I'm looking forward to a good week here this week.looking forward to payment news immensely

My recall was that they would then initiate further trials in the UK and elsewhere.. Anyone seen a protocol for the trial in Brazil? 3 arm trial I recall. May be commercially sensitive. .
I agree that the trajectory is a bit unclear for a lot of things going forward...especially ACCUSTEM - what is the business plan for it..I mean they are about to launch a brand new company, but the level of detail of forward plans is slim (please correct me if I'm wrong).
But...iI have full faith in the board to deliver on both companies; which is why I don't complain too much.

To quote ggp board

10% up in first hour.

Good work US posting crew.. It's a bit like a holiday home over the though... I recognised everyone ha. Interesting few days for us all..then looking forward to demerger and watching both companies grow. I was just thinking how exciting it will be to have the news flow of Accustem in its infant days, especially around the validation results.

LBC..if there is a breakout it could come at any time... but very confident. Short, medium, long term there will IMO be many breakouts in TILS and ACCUSTEM. Fingers crossed for all holders that the next one is indeed imminent. Needs to break the 180 resistance, then could fly.

He was a bit vague re fund raising for accustem.. But confirmed no plan to fund raise initially. They will of course need further funding in due course if proceeding to commercialise and raise value post validation of the diagnostic accuracy which would take approx 6 months.

spread discouraged me, but considering also

key takeaway for me was the conviction of KS that SP should not fall post merger, given Stemprinter diagnostic avenue is lost in the TILS therapeutics portfolio, and the small matter of Brazil Covid trial recruitment 1st week of Nov (with first results by end December I believe?) . I'm keen to accumulate Accustem shares until validation is cleared as the new company moves forward with commercialisation and realising the potential value of Stem.
Plus

I'm not of the opinion that there will necessarily be a large post de merger drop in TILS share price given the potential newsflow. But the process does generate uncertainty. However I am confident that both Accustem and TILS will be stronger separated. Especially as the BOD have confirmed the split is about commercialisation; which in SP terms should translate to rises.

I've watched my shares in UFO, BZT and others rocket in the polymetal boom this week. Others will be realising that VAST are producing as of now with a huge amount of infrastructure already paid for and in place.
GLA

Just a few days from demerger. I'm looking forward to owning some shares in the new company, with a product that is working to save lives by identifying potential cancers for treatment; and may well work better than any similar diagnostic tool on the market. Should they do further testing to evidence this, then the value will rocket.

From annual report..
StemPrintER is a multi-gene signature assay intended for use in patients diagnosed with estrogen-receptor positive ER+/HER2 negative breast cancers. The Group believes this in-vitro prognostic test will be used in conjunction with clinical evaluation to identify those patients at increased risk for early and/or late metastasis.

On May 29,2020, the Company announced results from from a poster selected for discussion session at the American Society of Clinical Oncology (ASCO) Virtual Conference, demonstrating the superiority of StemPrintER stem cell based genomic prognostic tool versus the market leader, Oncotype DX, in predicting recurrence in ER+/HER2- postmenopausal breast cancer patients. A second poster describing results on prediction of distant recurrence using a next generation StemPrintER model, named SPARE, presented in a separate ASCO session, showed even more refined accuracy than standard clinicopathological markers in predicting risk of distant recurrence. The company also announced its plans to demerge StemPrintER and SPARE technology and create a separate company to advance commercialization of the technology.

There's a host of miners expanding without any production, and here we are IMO on the cusp of a breakout linked to production and refinance. It's true that like many, I would rather I was getting in now rather than earlier, but to those considering investing, DYOR and have a look through the prospects. Fundamentals are good, but there is some proving up to be done in terms of quality/quantity and board competence. Timing an investment is darn tricky isn't it. GLA.

And yes I'm averaging up with profits from elsewhere... Reflecting my confidence in prospects

Hi Gin.
Whether you're averaging up or down makes no odds really. Both make sense if you are confident the share price will rise at point of purchase. That said buying on this basis above your initial purchase can mean your chasing profit rather than a loss, and psychologically you benefit from being right about the share price direction already.. I. E. Up, which will provide more confidence in your interpretation of the company and its SP.

Thanks Chester, your input very much welcome as always. And those late to the party, do have a go, I'm sure the insight is valued to new and old investors alike,
Hopefully we can revise our estimates upwards come January!

Chester, do we need to be concerned about this proceeding to "I know where you all live"

:-)

I anticipated this being a lot higher when I bought in in April. Given that and Covid causing disruption 0.70 for me...Still a 1 bagger on current SP.
GLA

Well this is an encouraging thread..never in doubt?.. Looking forward to next week that bit more now. And a happy birthday too to Chris.