Member Info for Peterrr

I don’t agree, they will have to abandon their US launch and do it again in a celebrity gym instead of a restaurant.

Here you go Spud, I know you love this stuff.

https://pharmatimes.com/news/poolbeg-pharma-presents-positive-results-for-polb-001/

Looks like it has gone meme, no funding needed.

You don’t want to interfere with the BOD Xmas preparations as they have given up until next year. They don’t really need a marketing campaign, the portfolio is very media savvy and pumps it out They just need a respectable analyst rather than the usual AIM rabble to join the dots.

Here is an article trashing the current AI drug discovery methodology. Quite self serving by author Deep Mirror but not bad at explaining why it is not all it is held out to be.

https://www.deepmirror.ai/post/what-s-going-on-with-ai-in-drug-discovery

Spud/Baz I hope you are at least getting a Xmas card out of this. Sol I think you are a bit harsh on the AI. The AI patent review in summary was nothing special or unique, plenty of previous, but IMO still worth a go as a few have successfully ramped similar and I would think not be completely worthless. However quite correct about the extended timeline due to the pivot on POLB IMO.

Sorry but this doesn’t make sense. How is that going to work? Do you really want Mellon to have even more control?

The announcement said Q1, depending on regulatory clearances and I reckon YE 31 Dec accounts audited and stacking up

NAV pretty much as expected. Hopefully some interest from buyers.

It looks like wild Microbes has pivoted to bio alternatives to fossil fuel feedstock for chemical plants. Fingers crossed they have found something as the market is massive.

Tropic post via Linkdin, Hydgene, maybe you spelled it wrong they hardly shut up, Livekindly, worth a laugh to see what they have morphed in to, Vitro and Microbes not much happening, must be almost out of cash.

Quite right Solvistor I’m miles out of date on this one, obviously.

Good find. Bit ridiculous they don’t have approval in Australia to produce yet, where they could use Cauldrons pilot plant which is pretty big. And a shame Liberation Labs go live has slipped again.

Sol had the original option agreement. They ran out of money and it lapsed prior to Poolbeg taking it up.

If it wasn’t for the reducing cash it would be the pharma version of Groundhog Day. And there will probably be a lowering of the bar for the next tranche of management options.

Steve it is cash + opportunity value, same as all phase 1 pharmas. They are a quite experienced selling team, so while they have not much worth selling yet all avenues are constantly being probed. I am sure they will find something to buy and pump before what I see as an inevitable raise.

I bought in at 3.6 when Blackrock dumped. I don’t mind sitting it out, but am under no illusions as to the timeline. If Onego, Every and Liberation Labs get the DOD 100 million scales up grants it should double the market cap and derisk those 3. Onego CEO said they need 20 x scale up, Solar I think was 16 x. I’m willing to accept dilution if the major food companies fund the capex. A small number may succeed on low volume, thinking Clean Foods with skin care oil and Galy with medical cotton. Formo looks strong but maybe Koji is cheaper to work with. Flying well under the radar Rebellious Foods is a little gem growing profitably but not part of the big picture. Like I said plenty to like but the extrapolations made by Oak are true rubbish.

Lol, you really think they can license POL1B IP to pharma on phase 1 results and sit back hands and risk free. You also think the US cannot organise a clinical trial. The 4 years for the phase 2 oral in progress was the original time line and the reasons were well documented. Poolbegs will be a find and replace carbon copy. Flu camp may have a rush of volunteers for a cytokine storm, but given the base line treatment is IV and the down side if they get it wrong I’m not so sure.

annoying that this site censored ******* and corrupted all the grammar. pathetic piece of ai in action.

imo they need completed trials, having registered but not finished plenty and endorsements from the professional bodies/technology partners to open anything up for sales of their own products. asia is no different to europe and the us. otherwise they are just ******* into the wind with their current marketing strategy to get hospitals to change over, no matter how good the product is.