Member Info for oxygen

Plus the Times / Tempus today has placed a Buy Rating on the stock, believing Trading on 10 x Forward Earnings is too low given the continued growth expected. Well some of us knew that already !

Also good to hear that we’re still on track for a full Pension buyout in the medium term with the RHM part already approaching buyout valuation, with Pension contributions now a reducing part of FCF. Another Lead Boot being removed !

agree the wider Market sentiment hasn’t helped today but they’re always reasons why weaker Companies are affected more than others. BOO looks to have a tired management, the Founding Directors have taken substantial funds from the business and a CEO doesn’t inspire. Little surprise Directors have not been buying over the last year, why bother when your fairly comfortable unlike many of the shareholders. Suspect many would like out here if it wasn’t for crystallising losses.

“Market reaction is laughable” , totally agree but there again the wider Market just isn’t interested in the science, merely happy to ride on the back of others endeavours always chasing money that they feel with make them happy !

“It's a whole day” …..just curious if anyone has actual times for Science Day. Usually most Investor Days only last a couple of hours max. with Analysts nodding off by lunch time. Will be Impressed if AS corners them for the whole day.

Adverse publicity drives sentiment and unfortunately copies of the TImes are widely distributed in the City and viewed slightly more so than LSE.
Until MM delivers above expectations I expect continued negativity to drown out a few lone positive voices, discounting the Chairman who seems to have lost his altogether. Thankfully no longer involved here. GL, think it’s needed.

Cheers, but disappointing that promotion of British success stories isn’t considered news worthy…nothing changes !

Interested to know if yesterdays encouraging news has yet filtered into the mainstream media, or are your papers probably still obsessed with that couple in California ( I don’t reside in the UK ).

Trying to second guess where the SP goes is a bit of a mugs game. Those fully loaded going into todays news will be disappointed that the risks taken haven’t exactly been rewarded yet . The more cautious will be happy they’ve paid less than a 15% premium to now join the action, who would have thought that one !

As is quite often the case the Market created a short driving wave behind the SP leading to these results, with the resultant pull back. That money will have moved onto the next victims, and I can see at least one.

Sometimes slippage within Clinical Trials can be a worrying sign. In this instance it’s quite the opposite if there is a strong desire to find MTD !

Just need to wash out Day Traders and the impatient. Will add again if the Market fails to recognise what we have here.

For many there will be always be a temptation to cash out on good news, the Market never operates as you would like.

Hopefully the wider Media will now pick up on this news, the Company deserve recognition for their achievements to date and before they are taken out.

Per todays Times. “The global airline industry will be back at prepandemic levels by the middle of this year. That is the bullish assessment of Avolon, one of the world’s largest aircraft leasing companies “. For context, during 2022 air traffic was 25/30% below prepandemic. The “Just Stop Oil” protestors could be playing into our hands nicely !

Whoever Myles is, it’s his opinion, we’ve all got one but most keep them to ourselves unless you wish to influence others !

I read that the Lib.Dem leader Sir Ed Davey has now called it “outrageous” for supermarkets to be reporting bumper profits while “families struggle to put food on the table “. He’s obviously realised most also sell Fuel so guess it won’t be long before they’re also put in the frame for a WFT !

Those of an altruistic nature will hopefully soon feel delighted to hear of progress. Anyone whose only concern is the SP , then Market dynamics may provide a little dampener, certainly if your holding out high expectations, during mid-trial and likely clinician caution / language used !

BTF. From your impressive 15,000+ posts it’s probably not a good idea to suggest others need to refrain from watching this BB !

Equally you can argue that if the Data is that good you don’t need a Science Day for Analysts and Fund Managers, as that Data will speak for itself and the Pharma community will quickly respond !