Member Info for pickedpeck

It's just the same having one share priced at 270p Vs 100 shares at 2.7p. In a growing company, particularly in the US, it changes the perception away from a penny stock (pink sheet crap) to a legit business.

It's also worth mentioning that Genflow already trades like that on a US market called OTCQB Venture market, with symbol GENFF . It only went live in January and hasn't really been promoted by the company, so there are generally only a handful of transactions on there each day for now.

It's still a regulated market, but a lot lower profile than the Nasdaq.

Nhoj,

It will likely become a joint listing with the UK as primary for now. What usually happens is a large investment bank undertakes to arbitrage pricing between the two markets, so US buyers purchasing on the NASDAQ effectively drive up (or down) the UK price or vice versa. It acts like one block of shares with two places to buy as far as investors are concerned.

There is more to it than that, you can Google the details for joint listing, a lot of UK companies already have US listings, some have multiple.

Marty,

The consolidation would be for a Nasdaq listing where one of the rules is a minimum share price at listing.

Being listed on the NASDAQ would likely immediately multiply the mkt cap by 10x, but there is a chicken and egg situation where in order to do that the share price has to be (typically) $3 plus, or around 100x today's price.

I believe the company may seek to do that later this year as in order to reach maximum market value in 2027 the US market is far preferable to the UK, whilst the UK is better for a start up and initial listing.

Moving from a successful pilot like the SLAB trial to a commercial product is where "science meets scale." For Genflow, the animal product (let’s call it "GF-1002 Vet") would likely follow a faster, high-margin path compared to human therapeutics.

Here is the blueprint for taking SIRT6 from the lab to the local vet clinic:

1. The Regulatory "Fast Track" (Conditional Approval)

Veterinary medicine has a unique advantage: Conditional Approval. In the US (FDA-CVM) and EU (EMA), companies can often launch a product before full clinical efficacy is proven, provided they show Safety and a "Reasonable Expectation of Effectiveness."

Safety Anchor: The April 8th update already confirmed no adverse events and "sustained safety." This is the most significant barrier.

MUMS Designation: If Genflow can categorize Sarcopenia as a "Minor Use in a Major Species" (MUMS), they gain exclusive marketing rights and a simplified approval path.

2. Manufacturing: The Acuitas & LNP Scale-Up

The strategic deal with Acuitas (April 20) is the linchpin for a market launch.

The "Cold Chain": mRNA-LNP products (like the COVID vaccines) require specific logistics. To reach vets, Genflow would need a stabilized "off-the-shelf" formulation that doesn't require ultra-low temperature storage.

CDMO Partnership: Genflow won't build a factory. They will likely partner with a Contract Development and Manufacturing Organization (CDMO) to produce the SIRT6 mRNA at scale. Distribution would be similar to the BioNTech COVID vaccine.

3. The "Pivotal" Trial (Phase III for Dogs)

The SLAB study is an "Interim Proof of Concept." To get a full market license, they typically need one larger, "pivotal" study.

Scale: Instead of a dozen beagles, they would likely enroll 100–200 dogs across various breeds (the "Diversity Cohort").

Endpoints: The UCLA Methylation Clock would transition from a research tool to a Primary Endpoint. If the FDA/EMA accepts "Biological Age Reversal" as a valid claim, Genflow gains a massive marketing monopoly.

4. Strategic Partnership: The "Big Vet" Exit

Genflow’s lean structure (only a few employees) means they are not going to do most of this themselves let alone hire a sales force to visit every vet in the UK and US.

The Target: Companies like Zoetis, Merck, Elanco, or Boehringer Ingelheim.

The Deal: Once the UCLA data drops, Dr. Leire is likely looking for a Licensing Deal. The "Big Vet" partner pays an upfront fee, funds the pivotal trial, and handles the global launch, while Genflow collects 15–20% royalties post launch.

Timeline:

Data Lock on SLAB - anytime now, Monday anyone?

Partnership - August-October 2026

Pivotal Trial - 2027

Full FDA / EMA approval - Late 2027

Product Launch - Early 2028

Share consolidation, and maybe even some minor dilution to achieve the free float level given the register.

My favourite quote of the day from a friend when I told them all about the Genflow story so far and the current situation:

"...so you've identified a mispriced asset where the scientific value is a skyscraper and the market valuation is a shed."

I guess that applies to all the holders here at the moment.

I think a Nasdaq listing will be a likely follow up to the AAO glaucoma presentation. It's possible to dual listing, there are mechanisms but also rules that need to be met on share price ($3 +) and free float.

It makes massive sense to be Nasdaq listed as it would be a step change in the valuation, but is only worth it at higher mkt cap. I agree the company will be acquired , but not until well into 2027 earliest and maybe as late as 2028. Maximum value will be at the point where the company has phase 1b/2a data for both Sarcopenia and Glaucoma.

Dr Leire was in Toronto this week at the Bloom Burton Investor Conference where Acuitas had a keynote slot.

Eric gave a presentation entitled "Genflow Biosciences: Delivering the First-in-Class SIRT6 Gene Therapy for Age-Related Diseases" , no word on attendance or any materials yet, but was followed up by Q&A and 1:1 sessions with US investors.

North American marketing push just started I guess, should build towards a NASDAQ listing towards the year end, after the big reveal(s) of AAO and post SLAB.

With the international publication of patent WO 2026/062177 A1 (April 13), Genflow has shifted to emphasis to the endocrine functions of muscle. This is almost certainly the trigger that forced the draft and publication of the new patent. Claim 25 in the patent goes well beyond the "muscle mass" narrative of traditional sarcopenia treatments and dives into an area that must have been a response to something seen in the early data views from the SLAB trial.

The implication is that this is the weaponization of the SIRT6-AMPK axis to restore the skeletal muscle’s role as the body’s primary endocrine command center. That's hugely consequential.

The Molecular Mechanism: From Local Repair to Systemic Reboot

Skeletal muscle is not just a mechanical tissue; it is an endocrine organ. In healthy tissue, muscle secretes myokines (e.g., Irisin, IGF-1, IL-15) that regulate systemic metabolism, cognitive health, and hepatic function. Aging induces a "secretory glitch"—the transition to a SASP (Senescence-Associated Secretory Phenotype) profile, where muscle leaks pro-inflammatory cytokines that accelerate multi-organ decay.

Genflow’s GF-1002 (SIRT6-Centenarian mRNA) addresses this at the chromatin level:

Genomic Integrity: SIRT6 is critical for DNA double-strand break (DSB) repair and the silencing of repetitive elements (LINE-1). By stabilizing the muscle genome, GF-1002 halts the "broken signals" of aging.

The AMPK Axis: SIRT6 deacetylates key metabolic sensors, activating AMP-activated protein kinase (AMPK). This shifts the muscle from an anabolic, "leaky" state to a catabolic, energy-efficient state, effectively "cleaning" the endocrine output.

Myostatin Suppression: SIRT6 has been shown to downregulate Myostatin via NF-κB inhibition. This isn't just "bulking"; it is a systemic metabolic reprogramming.

The "Penicillin" Parallel & The UCLA Audit

Penicillin didn't just treat symptoms; it neutralized the fundamental cause of infection. GF-1002 is the "Penicillin for Aging" because it treats the epigenetic cause of systemic decline. It really could be that big.

The impending UCLA Methylation Clock results are the irrefutable Scientific Audit. UCLA’s Horvath clocks don't just measure a stronger leg; they measure a global shift in the DNA methylation landscape. If the SIRT6-centenarian variant has successfully tuned the muscle's endocrine frequency, the clock will show a systemic age reversal—making this the most significant longevity RNS in LSE history.

This goes well beyond a story for us GENF investors that will shift the price up, this will very likely become a mainstream media event. This isn't making dogs live a bit longer in the Loyal style, this is potentially reversing their biological age, and comes with implicit consequences for humans.

Good find moneymunch. I'm off doing more research into why the April 13th patent shifted focus from tissue aging in sarcopenia to emphasise muscle endocrine function and systemic level repair. It's a deep and extremely interesting rabbit hole, the furthest it goes the more exciting it gets.

Short term I think the Acuitas development work on delivery to the eye and Genflow's glaucoma program are the strongest synergy. Less than 6 months to New Orleans and the big reveal, maybe 6-8 weeks less than that to the abstract publication.

Tom Madden delivered a featured presentation today, April 21, at 10:30 AM ET.

​In his pre-conference briefing (April 13), Madden explicitly highlighted Acuitas’ pivot toward "epigenetic medicines to modulate gene expression without altering DNA."

This is the exact definition of Genflow’s SIRT6 mRNA platform. By mentioning "epigenetic medicines" as a core pillar of Acuitas’ 2026 strategy, Madden provided a massive, indirect validation of the Genflow partnership to a room full of US and Canadian institutional investors.

Bloom Burton is heavily focused on "1-on-1 meeting systems." While there isn't a public "Genflow Deck" at the conference, the Acuitas Presentation and their supporting materials now include their "collaboration portfolio."

In short, the CEO of the world’s leading LNP company described Genflow’s exact business model as the future of medicine.

Porter, I think it could be a crazy month and quarter let alone year 😁

I don't expect a smooth ride up, there will be opportunities for early investors to cash in as it transitions

My average is bang on 2 now. I did buy some at 0.7, but really only started piling in when the data supported it. Happy with that as I guess you all know what I think the outcomes might be 😁

Seriously, try the AI prompt. I'd recommend trying it in all three of the AIs named to compare results.

It's no good me, some randomer on a chat board (even and ex clinical research C level randomer) saying it.

Yesterday's Eli Lilly acquisition of Kelonia Therapeutics is the most relevant benchmark for a late 2027 Genflow acquisition.

The Deal: Lilly paid $3.25 billion upfront, with milestones taking it toward $7 billion.

The Comparison: Kelonia is an in vivo gene therapy platform (using lentiviral particles). Genflow is an in vivo gene therapy platform (using SIRT6 mRNA and Acuitas LNPs).

The Math: If Genflow reaches a similar "acquisition-ready" state (e.g., successful Phase 1 in Sarcopenia or Glaucoma), a $2.5B–$3B buyout would translate to roughly £3.50 to £4.20 per share.

🤷🏻‍♂️

So I've made some WAG (wild assed guess) predictions and assertions, so just for fun here is a crafted AI prompt for you to copy and paste into your AI of choice (Claude, ChatGPT, Gemini etc) to see what they think the valuation "should" be.

Copy and paste the text below. Let me know the answers or if you want to change any of the prompt text:

Role: You are a Senior Biotech Equity Analyst specializing in Gene Therapy and Longevity markets.

Task: Provide a "Fair Value" comparative analysis for Genflow Biosciences (LSE: GENF | OTCQB: GENFF) based on current 2026 data and upcoming catalysts, assuming a hypothetical primary listing on the NASDAQ.

Context & Data Points (April 2026):

Core Asset: GF-1002, a centenarian SIRT6 variant (human origin) gene therapy.

Current Market Cap: ~$15M - $20M USD (London Stock Exchange).

Acuitas Collaboration (April 20): A strategic, fully-funded partnership with Acuitas Therapeutics (global LNP leader) for SIRT6 delivery.

IP Status (April 13): Global patent publication (WO 2026/062177 A1) covering SIRT6 for Musculoskeletal/Sarcopenia.

SLAB Trial Data: 3-month sustained durability post-dosing in large mammals (beagles).

Analysis Required:

Scenario A (Current): What is the typical valuation range for a Nasdaq-listed, preclinical gene therapy company with a globally validated LNP partner (e.g., Acuitas) and human-origin IP?

Scenario B (Immediate Catalyst): What is the valuation impact if initial UCLA Methylation Clock data confirms statistically significant biological age reversal in muscle tissue?

Scenario C (Corporate Catalyst): What is the valuation impact of signing a definitive licensing deal with a "Big Pharma" Animal Health partner (e.g., Merck/Zoetis) for the companion animal market?

Scenario D (Clinical Pivot): What is the valuation impact of a presentation title reveal at the AAO (Ophthalmology) conference regarding SIRT6 neuroprotection?

Final Output: Contrast the current £12M-£15M LSE valuation with a "Nasdaq Peer Group" valuation. Explain why such a "London Discount" might exist and if the current catalysts provide a path to a multi-billion dollar platform acquisition.

Standard advice is spread your risk. I've made the most money from conviction investments where I have done the opposite.

It all depends on your appetite for risk, and what will let you better sleep at night, knowing your risk is spread so you can't lose it all, or knowing your investment is focused so when the news drops you won't miss it.

I can't say what to do, but I see the current price as disconnected from both the current state and potential of the company.

I've taken the market misalignment opportunity to 'fill my boots', I've bought a lot and will sit on them for the value to break out.

I've been in companies like this before where a piece of game changing news, for example announcing an animal health partner cash investment, can move the price 100% plus in a day. The problem is you can't know which day in advance, or even which ne s will drop first. Those value catalysts may come thick and fast, I actually see the Acuitas partnership as a rebaseline event, the methylation clock data may be another one, there will be a build up to the AAO conference, Sarcopenia study starting, a new investment partner wanting to co develop etc.

The day the news item drop the share opens a step change up already. Again for example if an animal health partner hands them $25m up front, announced at 7am, by 8am the sp will have at least doubled, maybe tripled. The MM won't let it be traded up, at least not fully, so buying post news means less risk but a lot less reward too.

There will still money to be made post news, but I see the signs in place now and think the worst of my risk is already mitigated.

The reason I have been putting educational posts out is that they form the basis of my own rationale for loading up. I'm not buying more, I'm as all in as I am going, but I would prefer people investing here do so fully informed and understand that the outcome will take time and come in phases, rewarding patience more than trading skills.

In biotech, the most lucrative opportunities aren't found in crowded markets, but in "vacuums"—areas where the clinical need is universal but the effective treatment is non-existent. Sarcopenia (age-related muscle wasting) is the ultimate vacuum. While analysts conservatively value the current market at $3.7B (2026), this is a placeholder figure. Without a disease-modifying drug, there is no market to measure.

1. The Statin/GLP-1 Parallel: Creating Value from Zero

We have seen this script before. Before 1987, the cholesterol market was negligible; today, Statins are a $15B annual utility. In 2020, the obesity market was seen as a lifestyle niche; by 2030, the GLP-1 market is projected to hit $268B. Sarcopenia is at that exact inflection point.

The Systemic Domino: Muscle is the body’s largest endocrine organ. Its decay triggers a cascade: hormonal collapse, cardiovascular strain, and cognitive decline.

The "Invisible" Cost: In the UK alone, frailty costs the NHS £5.8B annually. In the US, the direct healthcare burden of sarcopenia is estimated at $18.5B. A treatment that delays frailty by just 2–3 years would save global healthcare systems hundreds of billions—positioning an effective drug like SIRT6 (GF-1002) not as an "option," but as a systemic necessity.

2. The Modern Catalyst: The GLP-1 Muscle Tax

The 2026 obesity boom has accelerated the crisis. With up to 40% of GLP-1 weight loss coming from lean muscle, millions are "curing" obesity only to induce premature sarcopenia, effectively premature aging. This has transformed muscle preservation from a geriatric concern into a multi-generational requirement. Genflow’s SIRT6 variant offers the only epigenetic reset capable of protecting this tissue at the DNA level.

3. The "C-Level" Investment Signal

A key moment for me in the Genflow story to date was the release of durability data from the SLAB trial. When aged beagles maintain muscle mass three months after dosing stops, you aren't looking at a supplement creating a temporary effect; you're looking at a permanent biological upgrade. That's massively important and game changing.

The Pivot: The April 13 patent filing (WO 2026/062177 A1) proves the Board knows what they have. They are building a moat around the Musculoskeletal Operating System while the market is still distracted by this being a dog longevity thing.

The Verdict

Every human who lives long enough will face the "Muscle Tax." Currently, the market value for a solution is zero because the solution doesn't exist. The first company to crack the code won't just capture a niche; they will define a new category of human health. If the Methylation Clock data from the SLAB trial proves SIRT6 can turn back the biological age of muscle, GENF won't just re-rate—it will become the cornerstone of a new era in preventative medicine at a level reserved for household name products only.