Member Info for Noise

Quite enjoying this week.

My funds and biotechs are coming along nicely. A risky punt on BP at £2.90 is serving me well this week!

ISA is somehow back in the positive range! Woohoo.

lol

I am amused at the Satu trolling account. The idea of Satu ending a sentence with "end of".... I can't see it!

Seriously? The Chinese created covid19 for 'crowd control'? Wow. That's such a dumb idea even Alex Jones would laugh.

Covid is essentially a mutated strain of bat virus. Generally transferred by humans walking around their caves and trampling in their poop. If you believe the more credible Chinese rumours, they did certainly keep similar covid strains at the Wuhan viral lab, how it transferred from there is debatable.

I understand there is a vaguely plausible covid link with SRC activation, but this smells like an unrealistic fishing trip. Broad spectrum viral opportunities, but not sure if reaaaaally practical.

Also, interesting that Dr Kevin Cox has a history in Japan, possible relation for the recent Japanese interest?

30% is the limit for that, isn't it?

Just wondering, if my numbers are correct, if Bown, Slater and Monecor together own 24% (ish), could they theoretically group together to force a cash offer to remaining shareholders to go private?

Nick Slater back in big style

Are they trying to buyout the Co, or confuse the sheep into buying more equity?

Not actually sure what the technicals would say for SP movement. I would guess erratic, good for a trade if you are into that sort of thing.

Engage ramp mode?

So I guess the meeting today will end imminently...

What's the trend with EVs at the mo?

Auto sales are down ~90% but Tesla's are now amusingly the top selling car in the UK (possibly cause they were sold 18 months ago).

Interesting. Having a brief scan of it, it seems the next news is VAL401 "funding" in Q2/Q3.

It is certainly a more realistic style of RNS than perhaps some of the fairy tales issued by Satu in the past.

Suzy has just issued an RNS announcement with project review status and timelines

201 data in Q3

No idea here ValJu.

I had posited with a friend that there may be a spelling mistake in that name. I recall there are several 'John Brown' in the prominent biotech community who could be candidates, but really that is guessing 2 + 2 = 7 ish

Christ who has any royalties left on 201? Between CRUK and PYC having some royalties I think.

Fred, bit suspicious thus DP64 character signed up to Lse board, and with all 5 posts has only suggested litigation. Obvious lawyertroll is obvious.

Who the hell knows?

Is the rule still in existence (or was it an urban myth?) that brokers could sell equity up to 20 days in advance (at their own risk).

There was a rumour this is why some shares tank the week before a placing.

Optimistic crystal ball visions:

-EGM approval for fund raise on Friday 22nd..
-Monday 8:00am: puuuuuump
-Monday 9:00am: Eyeguy orders a new keyboard from the IT department due to overuse
-Monday: 9:01am: Roses says something mean
-Monday 11am: VAL201 news...?
-Monday 11:30: PI's come online with a fresh wad of payday dollars
-Tuesday 2pm: Ideal exit time for max profit?

No idea on the endo trials, although there are several companies in the endo/prostate fields.

"the Japanese Company has a range of pre-clinical assays for testing drug candidates for use in the treatment of endometriosis, as well as several commercial and developmental products in women's health, and other healthcare areas."

Who knows in reality. Takedo are large and might have been tempted. I noticed Sumitovant/Myovant have a prostate/endometriosis candidate which might hint towards the "women's health" tagline above. https://www.prnewswire.com/news-releases/sumitovant-biopharma-reports-key-clinical-and-regulatory-milestones-by-myovant-sciences-301046868.html

But stabbing in the dark won't get us anywhere, and certainly not quickly.

So to get this straight, have have issued the 12.5m existing equity allowance immediately?

Or are they waiting to get the next EGM approval in line, before they put out the whole 18m on the table?

Interesting thought.

Who is going to wrap up the 201 study? George was handling that. So the options are he either finished it and left, or it was unfinished and Suzy will need some time.

But really though, they will have known for 6 months how it was going.