Member Info for ontarget

The warrants never had anything to do with it. Incoming news we are waiting for i.e. 'global pharma' inlicensing deal that will catapult CDX into clinical trials will come when it's finalised. Broker said this quarter so only a matter of time. Other significant news that could come at any time would be Belgian grant funding for HuPhec/Mice (don't recall which).
Things always seem desperate when the shareprice is at the lows, it's just a matter of waiting it out and taking advantage of the - temporary - low price when you can.

My thought is that Immugenyx is the humanised mice division is it not? So don't understand why they would be working on a treatment for WNV and not one of the other divisions. So I wonder if he meant that a third party customer/collaborator is working on the treatment using Immugenyx's mice?

GLR would only get a proportion of that though right? They're selling the ore not the zinc so it's JLP that will do the processing and pocket the difference.

Obviously there are a lot of variables involved including whether the deal includes conditioning only, or with AML or if they lump in ALL as well etc.

But yes I stand by 9-figures.

Would you like to say what sort of sums you think the deal involves?

Fresh clean air, how about you?

Yes of course £100m + do you think we're all in this for peanuts?

It is going to be involving 9-figure sums over a period of several years and maybe beyond, so it's not something to be rushed.
Hopefully it will be well worth the wait, and hope the broker's mention of Q4 proves accurate, although today's RNS is tight-lipped on that.

Why 3.4p?

Nothing, unless people want to pay 4p for shares they can currently buy at 3p?

MMs moving up this morning, we might see a tick-up today.

Nice new article here including background on what drives Dr Sandler

https://twitter.com/MediaplanetUK/status/1168501427658006528?s=19

True.

I reckon £20-30k of buying and we'd be back above 3p again, that's at most the amount of net selling that caused the drop.

"should the unnamed partner license the CDX Ab product we would expect the partner topay Hemogenyx a substantial upfront payment and thenfinance and manage the rest of the development of the programme.We would also expect Hemogenyx to secure significant future milestone and royalty payments on such an agreement."

FWIW there's an interesting and very comprehensive initiation-of-research note out from SP Angel this morning.

Not sure I can post the link but you can try asking the company, or it's available from research tree behind a paywall.

Indeed :)

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There's one below the bid. Few more and you might get 2.5-2.6 offer.

Seems to have fallen from 3.2p to 2.5p on very little volume. Surely not a cheap placing in the works?

Disappointing to see it back down here.

Could do with an update on the 'global pharma' not to mention what's going on with the Orgenesis tie-up.