Member Info for PL75

More like thwack, thwack and thrice thwack from the sausage wielding diminutive donkey rider

Ooops, commented on Dx potential rather than treatments. The partnerships as Timster mentioned will be of interest

‘The potential to develop treatments using Affimers‘. Yeah, bags of potential, just not much realised. Let’s see what Coris make of them and if we can get some products out.

Have you been pondering that since 2020? By now you should know it either will or it won’t depending on what the news is. If you’re a long term holder then you believe there is significant value that will be unlocked at some point. That being the case, accumulating would be sensible. Good luck

Wouldn't worry about that - the text had to be written at some particular point.

Good to see Alan handing his ink pot over to someone else though, great news.

Absolutely fascinating. I wonder how they come up with these snazzy names.

Perfectly relaxed, I added to my isa this week. I can't help it if you're a twat 🤷🏻‍♂️

Nope, you were just trying to undermine my post by being a twat. My point still stands despite your pedantry. Twat.

There is nothing wrong with using a DCF model to understand if the long term investment case is sound based on an estimate of sales. Efficacy would mean nothing if there wasn't a sizeable market to go after. It's useful. There is too much pessimism based on short term thinking and yearning for the next of Alan's inflection points. If it takes a further year with some additional dilution it is still a worthy investment.

Morning dilution fans, factor in whatever dilution you fancy, go wild, double the number of shares and half the value. The £3.70 is based on a conservative view of an single asset. They currently have 2 in the clinic, a pipeline of more. They own a platform. If you fancy being more optimistic, whip out RAHs 8.9 sales and see how large a valuation you can reach, study other licence deals and takeover values. Point being, all the repetitive drone about delays, placings etc do not collapse the investment case.

Long term partner, they’re not here to fluff. It doesn’t seem to be a coincidence that they turned up just after Shaun.

Moniman, what prompted you to return to the board after all this time? Do you have any shares? Assume you're just a beautiful altruistic soul... All a bit weird isn't it? LTHs buy the dips, they don't 💩 their pants based on the same old tedious spam from trolls like you. See you on the next dip 🔔🔚

The plethora of twats suggests that they're going for a final twist of the knife before going long and logging in to their rocket fuel accounts

Cross ramps too? This thread just gets better and better!

Blimey, it’s a twunts reunion party in here today

Gmcc gets it. It’s provided an income stream which gives them more flexibility. Based on historic net sales to ebitda ratios of 20-25% the acquisitions bring in plenty cash, about 6m per year before any efficiencies or expansion. At the moment they’re choosing to bank the cash and use it for Tx. It’s about a third of the operating costs. Over time it’ll hopefully grow to cover more. The next batch of funding is likely to be a short term 20p placing, but looking further ahead, the platform will be proven enabling licence deals. At that point they’re fully sustained with a couple of hugely valuable assets progressing in the clinic. Buy em while they’re cheap if you like.

Must have missed when the sealion was right. All I used to see was a pile of antagonistic board clogging garbage demonstrating no knowledge of the business and any 'predictions' were waffle that covered all outcomes or worst just a load of hindsight. Incredibly the exceptions to posting hindsight have almost exclusively been embarrassing clangers typically resulting in losses up to 95%

The one thing the sealion definitely doesn't prefer is certainty. The every growing list of calamitous trades with massive losses confirms that chasing a duster isn't something to worry about. Dacia just loves high risk, no reward shares. Zero credibility. Best ignored and even better reported for disruption. As you were, nowt to discuss at the minute.

Very true, great point Neut, and the data rich trial continues. They've clearly designed and continue to change the design to expedite gaining as much value as possible from their first trip to the clinic. Once that data package is peer reviewed and packaged, I'm sure there'll be plenty interest

Eggy is busy chasing a duster and wants the price lower.