The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
https://www.protocol.com/electronic-arts-mobile-playdemic-strategy
Morning all. It’s been a nice steady rise over the summer, this could be the news that pushes us into the 40s and above. Will be good to see an update to see where we are.
Plenty of buys going through. It Has held up well with the placing obviously in demand, prime position at the right time.
“ However considering the length of time this company has been going they really need to start monetising their IP better rather than living off placings and scraps, so for me in the coming year they really do need to show that they have more than a sparkly toy.
Also, need to get some more institions involved because at least on Morningstar I don't see any funds involved other than Hargreave Hale.“
Must of read your post, pretty much answers it lol.
DD77 I understand your sentiment, but have become to realise with aim company’s what they say for forward looking predictions and potential earnings have to be careful. One eg BIDS...
I find the report as predicted for the previous 12 months but with a growing strength of investment, leadership and employees. Covid has exacerbated the need for quicker cures and medical breakthroughs for new and current medical solutions, to which ETX has years of development which is now starting to pay diligence.
The next 12 months in my opinion will be where we see all this come together , with a strong ceo and board who might not shout every £ earned or ‘ potential’ but will drive the business forward. Also they are heavily invested with their own money.
You are in a prime position with buying at 3p and taking profit with still holding a stake. I would happily hold here for at least 12months to see where this goes.
Outlook is exciting but with a degree of security for me.
Outlook
The last twelve months have been very encouraging as we have continued to develop our strategy and consistently demonstrated our scientific capabilities and further validation of our platforms. Importantly, with further investment to continue to develop our capabilities we now enter the next year ready to deliver on our exciting plans and with multiple opportunities.
The Company will look to maximise the value of its computational network driven biology platform through creating deal structures and positioning e-therapeutics as a global leader in network biology. Our ambition is to secure multiple research collaborations each year.
The Company will also look to commence RNAi platform partnerships/deals - an area currently commanding significant and attractive deals - and we anticipate business development opportunities in the second half of 2021.
Our priorities for the coming year are to:
• Expand computational platform collaborations
• Establish world-leading hepatocyte expertise
• Identify novel hepatocyte-expressed targets
• Commence RNAi in vivo studies and platform partnerships
The Company aims to maximise the value of its internal platform capabilities through two core channels - entering into platform collaborations with strategic partners and through the generation of in-house datasets to support development candidates. In addition to its partnerships, the Company intends to extract and retain further value from its platform by building an in-house pipeline of assets to provide out-licensing opportunities, through a data-driven and flexible partnering strategy at the right value inflection points.
Interesting - 10 x faster and 10 x cheaper.
Liver presents large commercial opportunities for RNA therapies
Focused delivery of siRNAs to the liver has striking advantages over small molecules in terms of timelines, costs and value inflection points: in contrast to the 3-4 years and c. US$3-5m to create a lead small molecule compound an siRNA attached to a GaINAc delivery system can be synthesised in 4-5 months and for a cost of c. US$200-300K. In addition, as one of the most sought-after drug modalities, there have been multiple collaboration transactions pre-IND filing as opposed to at a later stage (Phase 1-2) with small molec
https://www.etherapeutics.co.uk/wp-content/uploads/2021/05/Final-Results-January-2021.pdf
Well the sp seemed to of held well, no real off load of shares before news which is a positive sign. Will be good to hear what’s been going on behind the white coats.
See yall tomorrow.
Are they raising money ready to pay Etx huge sums for their findings ?
Hmmm that be nice...
Galapagos NV (Euronext & NASDAQ: GLPG) discovers, develops and commercializes small molecule medicines with novel modes of action, several of which show promising patient results and are currently in late-stage development in multiple diseases. Our pipeline comprises discovery through Phase 3 programs in inflammation, fibrosis and other indications. Our ambition is to become a leading global biotech company focused on the discovery, development and commercialization of innovative medicines.
https://www.marketscreener.com/quote/stock/GALAPAGOS-NV-6464/news/Galapagos-nbsp-creates-new-subscription-right-plans-33139286/
That excited had to post twice lol.
https://pod.co/share-talk/share-talk-bulletin-board-heroes-tuesday-27th-april-2021
Keep the news up ETX...
Lots to come.
Possibly predicted over the next couple of months,
https://pod.co/share-talk/share-talk-bulletin-board-heroes-tuesday-27th-april-2021
Keep the news coming ETX
A lot of after hrs trades 2x 400k 3x 172k plus various other smaller ones. Dare I say we might open a little higher tomorrow.
The interview with proactive when they signed up with Galapagos, make of it what you will, payments anywhere between a couple 100k to 5 million, but Ali seemed insistent its no where near the couple of 100k.
https://www.proactiveinvestors.co.uk/companies/news/921575/e-therapeutics-plc-s-ali-mortazavi-welcomes-new-fibrosis-collaboration-with-galapagos-921575.html
https://youtu.be/r_OqlZwzNEg
Possible rise to 36p next 3-5 weeks.
If Etx can keep the news flowing no reason for anything less.
Possible further payments to come which I would of thought should be larger, not quite a 100 mill tho. Wishful thinking but it’s just the start.
Check Ali twitter account he’s been quiet for a few days now tweeting about this.
What can happen to these company’s in a short time.
https://mobile.twitter.com/646capper/status/1367632229174812672
$2-$38 take over in 3 months
https://www.biopharma-reporter.com/Article/2021/03/02/WuXi-AppTec-acquires-UK-gene-therapy-company-Oxgene
Won’t go cheap
Part 2
While studying a company's institutional ownership can add value to your research, researching analyst recommendations is also a good practice to get a deeper understanding of a stock's expected performance. While there is some analyst coverage, the company is unlikely to be widespread. That way it could get more attention later.
Inside ownership of e-therapeutics
The definition of insider can be subjective and varies between jurisdictions. Our data reflects individual insiders and at least includes board members. The top management runs the business, but the CEO responds to the board even if he is a member.
I generally think insider ownership is a good thing. In some cases, however, it is more difficult for other shareholders to hold the board of directors accountable for decisions.
It appears that insiders own more than half of the shares in e-therapeutics plc. This gives them a lot of strength. So you have £ 58m in this £ 103m deal in the UK. Most would argue that this is positive and shows a strong shareholder focus. You can click here to see if these Insiders bought or sold.
General public property
The general public, with an 11% stake in the company, is not easily ignored. While this size of property is substantial, it may not be enough to change company policy if the decision does not coincide with other major shareholders.
Private property
We can see that private companies own 9.2% of the shares in issue. It is difficult to draw conclusions from this fact alone. It is therefore worth checking who owns these private companies. Sometimes insiders or other related parties have an interest in shares in a public company through a separate private company.
Not my words, from an online article.
Part 1.
A look at the shareholders of e-therapeutics plc (LON: ETX) can tell us which group is most powerful. Institutions often hold stocks in larger companies, and we expect insiders to own a significant percentage of the smaller companies. Warren Buffett said he likes "a company that has an enduring competitive advantage and is run by capable, owner-centric people." So it's nice to see inside ownership as it could suggest the management is owner driven.
With a market cap of £ 103 million in the UK, E-Therapeutics is a small cap stock that may not be well known to many institutional investors. Our analysis of ownership of the company below shows that institutional investors have participated in the company. We can expand the different groups of owners to learn more about e-therapeutics.
Check out our latest analysis for e-therapeutics
Breakdown of property
What does institutional ownership tell us about e-therapeutics?
Institutions usually measure themselves against a benchmark when reporting to their own investors. As a result, they often become more enthusiastic about a stock once it's included in a major index. We would expect most companies to have some institutes on their register, especially as they grow.
e-therapeutics already has institutions in the share register. Indeed, they have a respectable stake in the company. This suggests some credibility with professional investors. But we cannot rely on this fact alone, as institutions sometimes make bad investments, as everyone does. If several institutions own a share, there is always the risk that they are in a "crowded trade". When such a trade goes wrong, multiple parties can compete to sell stocks quickly. This risk is higher in a company with no history of growth. You can see E-Therapeutics' historical earnings and earnings below, but keep in mind that there is always more to history.
Profit and sales growth
E-Therapeutics is not part of hedge funds. Richard Griffiths is currently the largest shareholder with 21% of the issued shares. Ahmad Mortazavi is the second largest shareholder with 12% of the common stock, and Robert Quested holds approximately 12% of the company's stock. Ahmad Mortazavi, the second largest shareholder, also happens to be the Chief Executive Officer.
On closer inspection, we found that 52% of the shares are owned by the top 4 shareholders. In other words, these shareholders have a significant say in the company's decisions.
That’s 100 million give or take between them, leaves us small pi’s to fight over the rest. Sometimes they don’t feel the need to rns if it’s not to major. Bidstack one of my other holding does it all the time.