The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
I really enjoyed watching Eric’s presentation. Good to know the company is going for FDA approvals by the end of April. We all know the US is where the money and big pharma are for mergers and acquisitions!
100%, still waiting on confirmation of receipt of funds, news from trials so far to date, further JV’s and research partners, further funding, news on patent applications, possibility of further patents, future development plans on new and existing programmes, possible takeover companies sniffing around. Anything could happen 😁
Nice to see Genflow listed among the top longevity and pharma companies:
https://www.medicalstartups.org/top/aging/
What’s interesting about this share, is that more people are being mindful about living a longer, healthier life. Just look at the recent $16.5bn takeover to acquire a weight loss longevity company.
With 2 patents filed, pet and human studies rapidly progressing, healthy cash runway funded by European Union Government backed grants, low mcap and small pool of investors, Genflow have all the markers for a tasty takeover:
https://www.pharmaceutical-technology.com/analyst-comment/novo-nordisk-to-acquire-cmo-giant-catalent-for-16-5bn/?cf-view
It was also good to see the Board showing a further commitment of personal funds, as well as the caveat that the funds must be used specifically against research in Australia. Clarissa clearly said in recent interviews that Australia was at the forefront of CBD and THC research, plus by taking products to Aus, means the company opens themselves up to a new population of investors. It wouldn’t surprise me if applications to further stock exchanges were made in the regions where research is being performed so well done those who got in super cheap to the party.
So basically the new grants account for 50% of the current mcap and will give Genflow a decent cash runway towards commercialisation, without share dilution.
As more grants become available in longevity, where insurance companies and health agencies are realising it is better to tackle health conditions proactively rather than reactively, no doubt the team will look to further add funds.
No doubt companies will also be interested in using Genflows research for their own commercial line, as did Estee Lauder with the Bucks Institute, so the upside seems quite high atm.
Agree with Dave. How many pharma companies do you see being awarded government grants, and to such a large sum? If it had been NHS grants, the UK investors would have been a bit more appreciative of the work Genflow are achieving.
Basically, the Wallonia counsellors have to go to the European Union and ask for permission to issue such grants, as they come from taxpayers funds. That means, Genflow is a EU parliamentary endorsed company. When you have global leaders behind you backing your research, the buy out cheque book starts to dance and long term investors will benefit greatly from their patience…imo
Sam Altman (Open AI) - Invested $180m in longevity start up
https://www.technologyreview.com/2023/03/08/1069523/sam-altman-investment-180-million-retro-biosciences-longevity-death/amp/
Bryan Johnson (Sold last company to PayPal for $800m) Now uses that money to fund his own longevity research
https://fortune.com/2023/07/14/bryan-johnson-spending-2-million-young-forever/amp/
Q. What’s the only thing money can’t buy?
A. Time
Q. What if that’s wrong and you can?
Taken from LinkedIn, this notes that Genflow are involved in a programme which has just received €10m non dilutive grant funding, for a gene therapy programme from the Belgian government via Wallonia:
GT4Health, an ambitious project focussed on gene therapy and led by the 5 universities of the FWB, was selected as part of the Win4Excellence program of Wallonia!
🧬 Thanks to funding of more than 10 million euros, researchers wish to develop disruptive strategic research in gene therapy, for a holistic strengthening of Wallonia internationally and the sustainability of its value chain.
This research, coordinated by Géraldine Piel, is also a beautiful illustration of the collaborations between the academic world, accredited research centres (CER Group) and industrialists, since several companies are associated with the project: UCB, GenFlow Biosciences, Exothera and QUALIblood s.a.
🤝 For the assembly of this major project, the researchers were also able to count on the support and valuable collaboration of the KTOs of the LiEU Network.
At UMONS, the services of Cell Biology | Lionel Tafforeau & Systems, Estimation, Command and Optimisation (SECO) | Laurent Dewasme and Alain Vande Wouwer are involved. Two doctoral theses will be funded: a first in the SECO service, which will aim at the development of digital twins of AAV (adeno associated virus) production processes in order to optimise their culture conditions, and a second in co-supervision with ULB, which will focus on the development of innovative solutions to optimise genome editing in human haematopoietic stem cells (HSC), intended for gene therapy of primary immunodeficiencies.
It is reassuring to see giants like Estée Lauder working on innovative skincare with Genflow’s own advisors and collaborative partners.
Not long now until the world economic forum meets, where it is expected longevity will be amongst the key topics under discussion, with a better focus globally on the work that companies like Genflow are achieving.
Good to see a company so on point with its social media munch. I enjoy watching their LinkedIn updates, as well as seeing the calibre of industry experts who like their posts, affirming that Genf are seen as fellow industry leaders in the field of longevity.
I was thinking more about the relevance with SIRT6 and food. We spend a fortune every year buying produce because it says organically reared. What would people pay for meat such as cow and chickens, if they’re reared on SIRT6 nutrients, as we all know we are what we eat and surely consumers would be happy to pay a premium for food enrichment that could prolong a healthy lifespan?
Agree munch. The pharma market is off to a hot start for 2024, and the team have so much to showcase. The company has been operating under radar, but things certainly look set to change, especially as more and more people become obsessed with the maintenance of good health, as our population gets older and older.