Member Info for pomander

Always best to think for yourself rather than relying upon what Google can throw out. I have no interest in your extensive research into naysayer techniques, I have better things to occupy my time, but if it keeps you exercised and amused then good for you. The very thought of being aligned with the trolly hunter is I am afraid truly cringe worthy. Perhaps you should broaden your research. Still , well worth it for the line- (still trying to work out what muliti bagged is, but I am not as literate as your chumm which I gather is another sign of a troll - its pathetic). ''bang on Baz. They get far more than £5m though. The Summit shares they get will be muliti bagged on DMD results by end of 2018.... a far quicker return for their hard work so far than running a few antibiotics through clinical trials. ''

Between 18 & 50 pence , & postively correlated to the size of your silo.

''bang on Baz. They get far more than £5m though. The Summit shares they get will be muliti bagged on DMD results by end of 2018.... a far quicker return for their hard work so far than running a few antibiotics through clinical trials. '' Quote of the year - had the entire team in stitches - best keep your other investments a secret ! ''It is especial vile when trolls attack companies like Summit who are trying to bring much need life saving treatments to market as quick as possible.'' A most offensive remark but one that goes to the heart of your Pysche. GMCC - you have too much time on your hands, but I can understand your frustration given the postings of biblical poportions that you have made on this board over the years.

GMCC - I have said no more than you- I don't undertsand the rationale behind the Discuva deal - I await clarification. The naysayers, bashers nonesnce is just a load of old baloney as you well know. I have a modest holding and nothing I write has any impact on the share price. Disappointing that you would revert to the herd menatilty- had you down for better , but sorry no recomendation from me. No one disgarees with your aspirations, just a dose of reality required. How do you justify the current mkt cap? Don't suyppose I will get an answer to that one, just pilloried and abused for raising the issue. Never too old to become a troll hunter !

Come on EP - interesting that you would support a poster that will not divulge his other shareholdings for fear of giving investment advice - although as a troll hunter he has no need to do so, as nobody has dared to offer a different view - its complete nonsense

E-P- I wonder if this counts as providing investment advice or falls into the category of rampimp! I would also refer your chum to the FSA guidelines on providing advice and I think he will find his concerns are unfounded. Pity he is not prepared to share his other holdings - I suspect it would have most amusing unless they are illusionary as well. I guess we will have to wait for someone who does not share his view to arrive, aka troll as in the hunted one. Why pay a penny for a company running clinical trials for a few anti-biotics - not sure that is even true. ''bang on Baz. They get far more than £5m though. The Summit shares they get will be muliti bagged on DMD results by end of 2018.... a far quicker return for their hard work so far than running a few antibiotics through clinical trials. ''

Threatening me will not serve to generate a recommendation, no matter how hard you try. I am also sorry to have to inform you that the happy hunter is far more likely to fall foul of the algorithms that will be employed to patrol the boards and which will eventually put him into self imposed exile. I would also suggest that you cease form using 'she' as an insult as it only serves to demonstrate sexist and bigoted behavourial paterns - exactly what the big black box will be looking for in its pattern detection. All those that wish to live in a country where only one view is allowed, might I suggest the Peoples Rublic of China. As for bashing, my views on the Sarepta Deal and the license have been supported to date by the current share price and its reaction to them. As for the Discuva deal, I have not been critical of it ,nor do I understand the rationale behind it as yet. Anyone who belives Discuva sold out to get Summit shares as they will multi bag by the end of 2018 as posted and supported by some I think are mis-guided. If Discuva did run out of runway, the obvious questions is why did Roche not step up to the plate - maybe a perfectly good reason.

Baz - let's hope Discuva's Science is better than their business savvy under your secanrio, but atleast you now have the definitive reason for the deal - to acquire Summ shares that will multi-bag by the end of 2018 on the back of DMD results. I guess the shares issued come with a gurantee! It also appears that running a few antibiotics through clinical trials is just a sideshow ! I wonder if the directors at Discuva are aware that they can buy Summ shares on the market ! I think the trollhunter needs an extended Xmas break, a year out to pasture would be a good start, as his troll hunting is clearly exhausting him or perhaps it is just the excitement of his new Daffy Duck slippers. Perhaps you and others might conisder a few recommendations for him to help buck up his spirits.

If that were even remotely possible, why would Discuva sell for such a paltry sum? Nice try, but no cigar.

Difficult to know the strategfic rationale behind this move, but Roche's involvement with Discuva and its SATIN technology that makes it moe interesting to me. The consensus on here seemed to be that the anitbiotic side of the business would be spun-off for a nine figure sum, perhaps that is stil the end game.

Cash at half year US$ 16m, $5 paid out on tender offer and lets assume $1m generated in second half = $12m Shares in issue $165 m - cash value per share = US$ 0.72 cents or 5.3 pence - current price 2.75 pence. Back of an envelope stuff granted, but then throw in: Completed the delivery of the new Wi-Fi Location Data Service (WLDS) product to AT&T, Boingo and Telus. Signed a new contract with XLN (a UK-based business telecom provider) to provide Wi-Fi hub services. Extended our hotspot finder and connection product suite with delivery to VAST Networks (a Wi-Fi network infrastructure provider based in South Africa). Signed three new Third Party Verification (TPV) service agreements with Park Power, Pivot Health and National Health Plans and Benefits. Deployed TPV services to eight states on behalf of Direct Energy. ability to generate income and cash flow despite the substantial decline in revenue from third-party billing transactions. Switching third party billing to direct billing. Makes perfect strategic sense for the tender, why share future growth with enlarged share base if able to buy back. I think a very good time to add.

That is indeed very strange Bignose -

ego- firstly I do not attract much abuse, only abuse from a certain bigotted and sexist individual. If abuse is a natural event to expressing views that do not fit the consensus on a bulletin board, then it is not me that has the problem. Perhaps you can explain why the SP reacted with a 2% increase on lpw volumes following the news ? It would seem that my view is widely shared buy others, and that is the problem with insular, one view only bulletin boards My comments were made very much in the context of posts made on here about a transformational event. It is not the divestment of the anti-biotic programme for the big bucks that many were hoping for. Whilst the license headline terms are broadly reasonable, if one puts aside aspirations expessed on here, the critical challenge of competing with low-cost metronidazole and vancomycin as first-line treatments remains, as fidaxomin sales have so aptly demonstrated. I hold Summit but that does not mean that I am blinkered to reality. As to my comments about no pharma interest I was refering to big pharma and specifically the US market. My view remains unchanged on this and is supported by the need for Government initiatives to generate new anti biotic development.. I would suggest that you research the LA market, regulatory procedures across territories and general drug pricing to gain a better understanding of the implications of the license, which whilst a poistive step may fall short of the expectations expressed by some on here.

Thanks

I think anyone with a brain and a modicum of common sense will see thorugh you like a paine of glass. Now run along and hurl abuse on the other boards that you patrol.

The reference to myself with the word 'she' as a term of derision simply demonstates what a sexist, bigotted and pathetically juvenille person some people are. The market reaction to the license is a clue - it would seem to be indicating that this is a pretty ordinary deal for Summit. The up front paymenst ar modest given the capital already invested and the sales milestones structure is not particulalrly attractive; that's not my analysis but that of a 'female' pharma specialist.

Alq - I see Summit signed a license deal with Eurofarma for Ridinilazole. Any thoughts, I have largely sold out some time ago.

Bignose - on that we agree on both fronts

Bignose – I take your point on day traders. However 1) The UK launch was a known event and yet there was no day trading ahead of it, indeed volumes were minuscule in the lead up and months before. 2) Maven disposed of 6.5% 110 million shares in 3 days- so there was huge demand for the stock immediately post the launch to offset any downward pressure on the share price. It appeared to me that the EMA approval being protected was the trigger for an interested party to go into the market and create liquidity for Maven to sell into. 3) I suspect that existing RP shareholders also saw an opportunity to sell into the liquidity as day traders joined the party- after all RP was a legacy mining investment company that was going nowhere. 4) The current low volumes following the EU launch announcement and others may also be a manifestation of reduced liquidity (volumes) due to a large stake already having been built. 5) This is also consistent with large percentage price movements on small volumes (no liquidity) which we have seen, and not typical if day traders. 6) If day traders were heavily involved, I would have expected at least 2 to 3 times yesterday’s volume. They just announced- all set to go for a EU wide launch in a couple of months and receipt of €4 m. That’s the biggest news to hit this company for at least 18 months. I don’t believe RP knows what might be going on. Fortacin, ‘ if’ you buy into the story makes a very interesting acquisition target on a number of fronts and ‘if’ there is a major undisclosed position, it has very much been acquired on the cheap. We know Recordati pitched a 10 year projection which was a significant multiple of the €20 m annual sales shown in their own presentations. So for fun, let’s assume that multiple was 10x giving €200m sales per annum. The US is say 5x the size of that market or €1 billion. Halve the US market and ignore all the other global territories and you still have annual sales of €500m in the US alone. So, do you sit tight on a very cheap stake and wait for the FDA approval?

Thank you, and time will tell on the launch strategy - I recall reference being made to Hartmut Porst, probably the most influential prescriber in Germany and Francois Giuliano one of the top three in France, but maybe as the Temptations would say, that was just my imagination.