Member Info for NathanR999

Zero credibility STT. We anticipate TLY will enter receivership. Could, possibly, maybe am I doing this right?

This buying opportunity is driven by macro events. All the major healthcare/biotech new drug investment funds/trusts are way down on highs and funding for new drugs and trials are being hit left right and centre. I spoke with many of the major antifective and vaccine companies at Eccmid and all see human challenges as being front and centre to reduce trial costs and for the smaller ones I spoke with they need human challenges to prove up funding or patent cliff acquisition for big pharmaceutical companies and this is now the biggest route for big pharmaceutical r and d. acquisition. Spend 15m on hct, good results and then exit. Investors are switching on to this. Hvivo have a massive moat on this. Esp in resp virus vaccines and anti virals. They are 10-15 years ahead of a competitors wanting to enter this space. Have bought more hvivo today at a price I could not believe I would see again. Back up the truck is the view from me

Don’t think we will be seeing STT here crowing about TLY for a while…..unless he can regale of more winning insight into biotech companies that can offer challenge studies out of a garage somewhere. What a clown

Chat GPT - describe the situation in the style of STT

Answer I believe the administrators know this company better than any CEO hence I will be buying more shares….

Oh dear, anyone checked on biotech guru STT?

At ESCMID meeting in Vienna - saw Egle out and about networking with key Big Pharma. I had a few chats with some of the key Pharma globals around planned infectious disease pipelines and clinical trials. They are all finding the number of people needed for trials is a challenge to fund and all see human challenge as front and centre in their plans it’s just things take time to line up. I work in an adjacent space and one Pharma has some key plans in the space of uti and although it won’t be needing hvivo we did discuss how novel trials and getting better data is key. Company I work for has a test that could reduce a trial size in uti vaccine or treatments by 30% and they see smaller but better data sets being higher quality for regulatory. And for the benefit of our resident Pharma guru (lol) no big or little Pharma I spoke to will go anywhere near setting up a human change cro to compete and some of the cro teams I was networking with also said that even if they tried they would not have experience or the models to be viable. Hvivo has a most here about a mile wide. Uncertainty will pass and all is well.

Will watch presentation in next few days

So for those who have watched or were present in person

Was the below asked or similar if so what was answer?

Has blue cruise been lost to a competitor or a dual source?

Has GM super cruise moved to smarteye?

Any concerns around VW and Magna and uptake and any comment on speculation on performance/VW unhappy re smarteye q and a deleted question.

Any news on Collins and red labels, blue labels and black labels and timeline to saleable product? Any rfqs for this?

Those that are hard of thinking who gob off normally get found out that they spout rubbish. Now there's a red flag for you. Lol

Are we all still 100% sure See is exclusive in Super/Ultra Cruise. Smarteye claim GM and point to US ramp up. Is this low cost models outside of supercruise? As US is not a mandated dms market currently and dms is for assisted/eyes on hands off driving what are Smarteye shipping into? Esp a MK points at a few GM cars on auto show booths. Apologies if i have missed previous posts on this. Are we assuming all SC/ULTRA are see and less tech challenging models are smarteye or dual source?

Do i recall corrctly House Broker (chief cheerleader) Redeye also insinuated similar. Which is a bit rich esp as some of there language borders on cuckoo land.

Had 2 questions raised by Jacob. 1st about gentex and mirror and they deflect around nda and wouldnt confirm or deny. 2nd was about them shipping 2mil vehicles and they confirmed that had been passed. Pointed at first to 10m vehicles should be the real marker. Underwhelmed again by their presentation

For those of you that like to keep.an eye on competitors.

https://www.smarteye.se/investors/press-releases/press-detail/?slug=smart-eye-year-end-report-q4-january-december-2024

AI chip designer Encharge AI getting a like on LinkedIn by PMG. Seem to have been at ces and talking auto chips. Maybe nothing but Occula NPU is a hidden underestimated asset in my opinion. More to this story to be told I think.

Wonder if we will see red flag STT today. Wonder if the red flags at TLY were ignored..... absolute car crash and NI increases in April will further decimate that business. Probably winding up order within 6 months. Yeah but Cathal sold some shares.....

Https://www.linkedin.com/posts/colin-barnden-1081376_interiorsensing-dms-cms-activity-7295407569269850112-4VJQ?utm_source=share&utm_medium=member_android

Does help validate mirror position even if not win for us. Looks to be extension to include cabin. Prob existing model.like kona and ev9/3 maybe next gen ev6 etc. 10mil usd over period of lifespan of model? Hopefully more news helpful to see will start to flow. Always they manage to get something out before their quarterlies, almost stage managed tbh

Inside mirror. Prob gentex partnership. Have said before they prob won't get business with own dms as no track record but will work with others but not see due to magna relationship

Https://www.smarteye.se/investors/press-releases/press-detail/?slug=smart-eye-announces-two-new-interior-sensing-design-wins-with-korean-car-manufacturer

Largest metropolitan area in uk for patient recruitment. Close to airports and connections. Canary wharf and area nr euston is becoming biotech and early stage pharma hit spot.

Evidence of the layoffs? Not seen anything on linkedin? Og are you s£%stirring....

Http://www.crs-earlyphase.com CRS have been bought by hvivo see the CRS website. They basically are key staff and two units and any.monitoring equipment they may have as the assets acquired. Prob will fold into Venn brand as for me that would make sense. We have bought their revenue and order book. Likely take a year to extract synergy savings and cross selling and inhousing benefits. Happy with this. I love the self proclaimed expertise in this area from some of the contributors here. Real opportunity for hlab to grow on back of extra work generated by early phase trials. Mo knows what he's doing here. The beds being used for field services in vaccines p3 will up margins as dead time reduced. Cross selling trial database or conversion or expansion of an asset for compatability for hct could also be in plan esp if demand for hct increase as p3 hcts potentially gain traction for anti infective drugs