The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
Bella - re: Moderna - I really have no idea other than to say development takes time, so hearing nothing to this point isn't proof positive of either failure or an end to the collaboration. I'll wait to hear via the usual channels in good time.
Thanks for all your contributions here and sorry you got likened to me !
Ophidian
They have had major GMP issues at their US contract manufacturers site and have failed to supply a complete data set for registration (having been given emergency use authorisation). It's not about political bias by FDA - it's about not providing what is required. Anyway - not sure this is really that pertinent to AGL.
Ophidian
I guess we'll have to agree to disagree then @chablard. One of the measurement criteria congress applies to FDA in annual review however is the extent to which they have brought forward medicaments or processes that reduces the overall burden of health care costs in the US. Part of the reason why FDA is often first to approve generics and create the most competitive market conditions. In my 40 years I have only ever seen FDA operate based on science and a driver to reduce costs to the US consumer - even in the Trump era when he tried to impose America first approvals FDA resisted and stuck with the science.
Ophidain
@ladhani - that isn't how FDA works. They put everything back to concentrate on COVID approvals and I think AGL were a casualty in that process.
I called a big drop off the 140p high to fill the gap at 82p as it was also a classic Fib retrace to about the same level. short lived overshoot down to 71p was a perfect place to add if you could have got some.
Again - we have retraced to the 61.8% Fib off the move up to 90p and in my opinion will now reverse and rise again. News is now imminent and the little bits of info trickling out leads me to think we don't have long to wait.
Good luck with your investment.
Ophidian
@Howzaty - thanks for the sentiments. I actually have nearly twice as many shares now as I held a year ago, in part because I sold a property and bought Avacta shares and in part because I off loaded some others underperforming and bought Avacta instead. I have also been trading using Spread bets by buying on the way down from about 62p every 4p and selling on the way back up at +5p to the purchase price. Sold the last two ladder rungs today at breakeven give or take as I think we'll see a short lived retrace now off the recent gains.
Unlike many - I try and answer questions when they are posed and explain based on my pertinent knowledge of the industry. I am unashamedly uber positive about the company as my science and experience tells me this is a no brainer. There are plenty of contrary views deramping when their trading position warrants it or their masters demand.
With many long time followers and connections in the industry - I hear a lot of info which I have always tried to share honestly. There are those who don't like it - I think it threatens them somehow frankly I don't care. I have never told people to buy shares in this or any other company that choice is always down to the individual.
I only commented today because there is a select little clique of malcontents who gnaw away and niggle and insult and think that it is ok to bully their way through their online life - I find them pathetic and pretty vile actually but every now and then I think to myself - why should I just ignore them.
Anyway - thanks for your nice words and good luck with your investments and just for the record - whilst I've exchanged Tweets and messages with him - I have never met Myles McNulty nor have I ever been in any coordinated strategy with him. We both see the golden future here that is all.
Ophidian
according to you it was a false rumour when I (correctly) told you 2 month in advance that Molgic had the LoD down to picograms. Just because your pit Pony eyes can't see doesn't mean it's not there. When you turn up in full on snarly mode it usually prefaces a fall with plenty of new trolls turning up to do the work while you sit back quietly undermine. Drop coming up is it ?
those who want to post innuendo and half truths - just go check on the timings. I have known about this rumour for over a week and have said nothing - I said nothing today until the share price hit 46p and only then did I mention it. I didn't share what I know as I have not been able to confirm it so far but seemingly the information is now much more widely out there.
When I have shared info in advance it has often been much too early and then I take abuse becasue what I have suggested doesn't happen in the next 10 minutes. There really is no way to win here best you all just wait for the pit ponies to tell you what you're supposed to think after it has all happened