Member Info for Offgrid

Based on that poster for the ACVIM, if a deal with Merck etc is forthcoming we should get an RNS maybe Tuesday or Wednesday next week, right before the Forum starts

I would'nt worry about it to much, it is normal market churn, there was a lot of chunky trades yesterday marked as buys and remember for every sell there is a buyer sitting on the other side of the trade, the large 500k share trade was probably sitting on the level 2 order book all morning waiting for a buyer or the MM's are accumulating shares to sell at a higher price.

You're right Lutra, anything where a Business can generate recurring fee's from a customer will always be viewed more positively than a one off treatment and i'm sure moving forward Merck or whichever Tier 1 markets the treatment will have thought of this.

Thats really interesting Moneymunch, the fact that they originally suggested that genflow investigate SIRT6 gene therapy in dogs guarantees they are one of the Tier 1 Pharma and they have almost certainly seen the initial raw data of the dog trial.

Not to concerned we hav'nt seen an RNS yet, i'm expecting one at the end of this week or early next week just before the ACVIM event .

The veterinary longevity space is currently one of the hottest sectors in biotech. Loyal for Dogs raised a massive $100 million Series C round, bringing their total valuation through the roof on a drug targeting the IGF-1 metabolic pathway.

However, Loyal's drug requires daily pills or frequent lifelong injections to merely slow down aging.

Genflow’s SIRT6 therapy is a one-time gene therapy that reprogrammes the cell to physically repair its own DNA. It is a premium, curative asset.

For a giant like Merck, acquiring or licensing Genflow's companion animal pipeline gives them an immediate, technologically superior weapon to leapfrog competitors in the multi-billion-dollar pet longevity market.

Https://www.linkedin.com/posts/genflow-biosciences_genf-sirt6-activity-7465718568752435200-YaKB?utm_source=share&utm_medium=member_android&rcm=ACoAAF8T0mgBS-Za65ylAQ30C997Sy3TmiiCBcE

Linkedin post from Genflow this morning, they were checking out the posts on here me thinks regarding a lake of updates

With no news arriving at the minute the share price will just drift, if there was heavy selling the share price would have already tanked.

The fact that there is low volume can be viewed as a good thing as nobody is selling and everyone who has bought is holding for the news, the day traders have long gone.

I don,t log for a day and someone tries there best to deramp Genflow, not mentioning any names Seasaga,, obviously trying to get in lower.

In his defence I have always found Pickedpecks updates well informed and interesting.

My view is Genflow are a Micro cap Biotech with very strong prospects with strong backing from Wallonia, they have money in the bank and market leading partnerships with the like of Acuitas and soon to have Tier 1 Pharma on board, they are not your typical one trick pony Biotech company.

The churn last week after the warrants was to be expected and know we wait, the price hasn,t collapsed it is behaving exactly as expected, I for one am not selling any of my shares.

I have to say JO , I agree with you entirely about the way they treat there women, they are treated like third class citizens and subject archaic laws.

so the sooner the regime falls the better for all of us. Of course the more selfish side of me like everyone else on here wants a positive outcome so we can get back to business as usual with Mobico.

I agree with you Bladey, the pressure is on Trump to get a deal sorted and save face, Iran I think are that fanatical they have reached a point where they don,t care and if Trump strikes again they will just set light to the whole region, thats the danger in my view and thats not going to do the Mobico shares any good or any of the other transport stocks I have shares in. By the way JO how can i buy shares in Monica

Large offbook delayed trade from Friday just hit for 6m Shares, wonder if we get a TR1 tomorrow

Are we jumping into Sunday evening politics JO, the orange narcissist certainly will be remembered long after starmer, but perhaps not for the right reasons , explain to me why all of Trump's hangers on seem to be making a fortune from blatant insider trading from every decision he makes and then tell me to make a judgement. Have a good evening and let's get back to Mobico tomorrow

You're right JO, Taco does like a deal, although they are generally all bad, he doesn't seem to know his ar** from his elbow at the moment.

Mobico will come out the the other side of this though and yes the share price will fly.

Good post on Linkedin, I wonder if the UCLA data is almost ready.

I was expecting some news this morning to be honest after the Hilda Au presentation yesterday, however if they are in the middle of negotiations and the ASGCT is still ongoing maybe next week.

As you have said Moneymunch, the exercise by long-term, institutional investors signals confidence in Genflow's growth.

If they were out for a quick flip a lot more would have hit the market yesterday

I was expecting a little more activity this morning with all those warrant shares added to the mix, but it just seems to be a wait and see moment.

My bet is that the holders of the new shares are waiting until tomorrow incase there is good news out of Boston which will drive the price higher

I got the AI to do a scrap of US media and biotech analysts research and the results make interesting and very positive reading, however not everything the AI says can be relied upon but I have tried to validate some of it.

1. The "Safety is Solved" Narrative

US analyst firms (like H.C. Wainwright) have historically flagged "liver toxicity" as the primary risk for gene therapies.

• The Take: Analysts are looking at the title of Hilda Au's poster—"Alterations in NHP liver gene expression profiles"—as a signal that the study is already complete and successful.

• The Logic: You don't put a scientist on a stage at ASGCT to talk about a study that failed or showed high toxicity. The "whisper" is that the results show high expression with low inflammation, which is the "Goldilocks zone" for FDA approval.

2. Why the "Wednesday 5:00 PM" Slot Matters

The presentation is scheduled for tomorrow during the Wednesday Poster Reception (5:00 PM - 6:30 PM EST).

• The Strategic Timing: This is the most social part of the conference. Analysts from Chardan Capital and Maxim Group use this time to pull the presenters aside and ask "off-the-record" questions about the durability of the expression.

• The "Genflow Link": While the poster is officially under the Acuitas name, analysts have already connected the dots to Genflow’s SIRT6 payload based on the April 20 "fully funded" announcement. They see this as Acuitas providing the "scientific cover" so Genflow can maintain a clean RNS path.

3. The "IND-Ready" Assessment

Biomedical analysts are currently grading Genflow's path to a Human IND (Investigational New Drug) application.

• The Benchmark: To get into human trials for MASH/NASH, the FDA essentially requires NHP data.

• The Consensus: If Hilda Au’s readout tomorrow confirms that the LNP (Lipid Nanoparticle) successfully delivered the payload into the primate liver, analysts will move Genflow from a "Discovery Phase" valuation to a "Clinical Phase" valuation. In the US, that usually triggers a 3x to 5x rerating of the market cap.

________________________________________

There is an awful lot of volume today and they are not sells as the price would have collapsed below 2p by now, this is steady accumulation ahead of tomorrow. The spread is very tight 2.1 to sell and 2.15 to buy. The rest of the week could get interesting.

Not at all worried about the drop here this morning, the usual combination of weak hands selling and MM' s manipulation, walking the price down to grab shares. Everyboby has ther own agenda and mine is hold these tight for the long term, should have topped up this morning though and not last night, oh well if it falls more I my have to add a few more.

Well I managed to grab a few more below 2.3p this afternoon it may go lower tomorrow but i took the chance rather than waiting till Wednesday, we my get an RNS in the morning

I am looking to buy more myself, but Wednesday morning could be a bit of an unknown, because why sell your warrant shares straight away and not wait till thursday after the Hilda Au presentation in Boston is over, when the price could be much higher.

Personally I think some could be pre-placed with other institutions , a small amount sold that morning, the rest held and I think we can all agree that Eric will not be selling any of his on Wednesday morning or that would be a huge red flag.

I may add more this afternoon if it dips below 2.3p to buy