Member Info for Porter_

When I went to last years AGM, there was certainly appetite for an annual longevity booster jab to help with dna damage repair.

This would be especially beneficial for the older population who are use to getting their annual flu jabs and suffer from muscle decline.

Agree, plus swanny and the other major holders won’t allow a bargain basement deal.

The float is more tightly held than what wall st realises, as many investors are hidden behind their brokers.

With competitors with only 1 programme being bought out for £billions, this company could be a total unicorn and break all records with the right buyer.

They did it after the last RNS when they were looking for stock. I’m guessing they have orders that need filling in that range. Less people silly enough to sell now and shares going into diamond hands.

The focus is obviously the dog programme but these big pharma have cash to burn with the patent cliffs, so if they can see the tech works in dogs, it would make sense instead of doing a deal with just one programme, to make a offer over the whole company!

It’s not often investors get an opportunity like this. Most of the market will miss what’s right under their nose, but the constant flow of news from the directors means hardcore investors are well informed and have been passively loading.

Agree Marty, and also Eric firing warning shots for the last interested parties to hop on board for discussions, before they miss out and lose out to a competitor.

I believe there was lots of partnership interest in the Acuitas backed programme, and no doubt some Pharma will be upset that the company never chose their offer, yet it seems the best deal won.

Big pharma won’t make the same mistake twice and will need to put their best offers forward this time round!

Whether it’s for licensing or a takeover, it looks like the competition amongst the “companies” to get their hands on the dog programme is heating up!

Would be nice to see OTC and LSE start consolidating. The disparity between no doubt puts investors off buying when they see it cheaper on LSE, apparently at a premium.

I do get the feeling the last train is about to depart!

Some nice buys already logged this morning 🥰

Same PP. I guess we’re just so invested we enjoy seeing the company succeed in every way possible!

Was NT for 30 mins. Just got a price, 2.88 if you want to buy now.

2.78 just printed, could be hitting that 3p close of play 🐳

Mm’s suddenly want to create a market and we’re moving 🆙

Thanks PP, it would make sense Eric would work with a partner so close to the Wallonia offices.

I don’t really understand the pet pharma players and who could be a good fit for Genflow on the dog programme, but it seems there are plenty of potential contenders:

Google:

The global pet pharmaceutical market is dominated by a few major players who lead through massive R&D budgets, strategic acquisitions of human pharma spin-offs, and a focus on chronic care as pets live longer.

Here are the top 10 animal health companies (by revenue and market influence) and why they lead the industry:

Zoetis ($9.25B): The undisputed global leader. They pioneered monoclonal antibody therapies for pain and skin issues, with blockbuster brands like Librela and Apoquel.

Merck Animal Health ($5.87B): Holds a massive footprint in parasiticides, most notably the Bravecto line, and is a leader in high-tech livestock monitoring systems.

Boehringer Ingelheim ($4.94B): A powerhouse in pet parasite prevention with household names like NexGard and Frontline, alongside a strong swine health division.

Elanco Animal Health ($4.44B): Known for rapid growth through innovation and big acquisitions; they are currently pivoting heavily toward high-growth pet therapeutics.

IDEXX Laboratories ($3.70B): While focused on diagnostics, they act as the "operating system" for vet clinics through testing equipment and practice management software.

Ceva Santé Animale ($2.10B): A French leader with a heavy focus on biologics, vaccines, and the popular pet behaviour range, Feliway.

Virbac ($1.56B): Experts in specialized niches, particularly dermatology and dental care, with a presence in over 100 countries.

Phibro Animal Health ($1.35B): Primarily a leader in livestock nutrition and vaccines, recently expanding its portfolio by acquiring assets from Zoetis.

Dechra Pharmaceuticals ($1.10B): Specialists in "hard-to-make" drugs, focusing on chronic conditions like endocrine disorders and complex skin issues.

Vetoquinol ($0.57B): A family-owned firm that stays competitive by focusing on "Essential Products" for pain management and mobility.

Why these companies dominate

Pet Humanisation: Owners now view pets as family, driving demand for premium treatments like arthritis injections that mimic human medicine.

Stable Revenue: Unlike human pharma, vet drugs face less generic competition, allowing "blockbuster" drugs to remain profitable for much longer.

Prevention over Cure: The industry has shifted toward vaccines and monthly preventatives, creating a reliable, recurring subscription-style income.

Aggressive M&A: Large players maintain their edge by buying up smaller biotech firms to instantly add innovative new therapies to their pipelines.

That’s interesting PP, UCB have just acquired this week, San Fran privately based Neurona, with epilepsy drugs for an up front payment of $650 million with another $500 million payable on the achievement of undisclosed objectives in the coming years.

Seems they have the cash to offer billion pound deals if they like what they see, and I don’t see no reason why we won’t see similair cash numbers!

Genflow are deffo selecting the best partners for their programmes and it’s great to see the research being recognised by Pharma greats!

Google:

A biotechnology company with active programs in Metabolic Dysfunction-Associated Steatohepatitis (MASH), glaucoma, and muscle diseases would be a highly attractive target for Big Pharma, potentially valued between $2 billion and over $10 billion in a takeover, depending on the clinical stage of the assets.

The valuation is driven by the urgent need for large pharmaceutical companies to replace revenue from patent expiries, often leading to acquisition premiums of 50% to over 200%.

Based on 2025–2026 industry trends, the company would be valued highly due to the combination of high-value indications:

1. MASH (Metabolic/Liver Disease)

Market Context: MASH is a massive, high-growth market, often seen as a key area for top-line growth.

Valuation Impact: Similar MASH acquisitions have ranged from $470 million (licensing/early stage) up to $4.7 billion (e.g., Novo Nordisk acquiring Akero).

2. Muscle Diseases (Neuromuscular)

Market Context: Rare neuromuscular diseases (like Muscular Dystrophy) are currently a top priority for big pharma looking for specialty treatments with high pricing power.

Valuation Impact: Novartis agreed to acquire Avidity Biosciences for $12 billion in late 2025 to gain control of its neuromuscular RNA portfolio.

3. Glaucoma (Ophthalmology)

Market Context: The glaucoma market is shifting toward long-acting, novel treatments. While generally lower-valued than muscle/metabolic, a novel glaucoma pipeline adds significant value in specialty pharma portfolios.

Estimated Total Takeover Valuation

The company’s worth is primarily determined by the "de-risked" status (Phase 2 or 3 clinical data) of its programs.

Late-Stage Portfolio (Phase 3/Ready to File): $8B – $12B+ (Assuming multiple promising, specialized assets, similar to top-tier neuromuscular/liver deals).

Mid-Stage Portfolio (Phase 2 Proof-of-Concept): $1B – $4B (High premium for pipeline breadth across multiple hot areas).

Acquirers are prioritizing late-stage assets in 2025–2026, with 68% of acquisitions targeting Phase 2 or later, aiming to mitigate the risk of earlier-stage technologies.

Would need to do a share consolidation to get there I guess?

If they have trading history based on the selling of the dog programme, that could show income?

100% money. If we can get the dog paper, a patent approved and dog buyer announced in June, it would be a perfect mix to list on Nasdaq though, don’t you think?

My understanding is, that there is the potential of the treasury shares to be listed on Nasdaq.

OTC was always the first step to get advance listing on Nasdaq without having to go through a full 5 year due diligence process, and we should become eligible to list on Nasdaq in June 2026.

To be eligible, we also have to hold certain share price values and have a certain number of individual investors.

At the same time, I agree with P21, this could get bought out before that, what with the dog research and patent approvals having the potential to land any day.

I’m no longer looking for RNS’s on company progress, but a suspension RNS pending news, which would in turn result in a total takeover offer.

Whatever they pick as their core programme, it looks like they have plenty of comparable studies in previous programmes they’ve supported, so will have plenty of existing clinical data.

Their programme success rate is very high and they don’t just partner up with anyone.

With the proactive healthcare and longevity industry set to reach $67bn, what better time to invest in Genflow:

https://longevity.technology/news/longevity-market-to-hit-67b-by-2035-due-to-rising-aging-concerns/

Arbor Biotechnologies and Acuitas Therapeutics entered into a development and license agreement in August 2022 to develop gene editing therapies for rare liver diseases.

The deal combined Acuitas’ lipid nanoparticle (LNP) technology with Arbor’s proprietary CRISPR gene editing technology.

Purpose: The collaboration focused on in vivo (inside the body) delivery of genetic medicines specifically for rare liver diseases.

Mechanism: Acuitas' LNPs are used to deliver mRNA expressing Arbor's novel nucleases (such as Type V CRISPR Cas12i2) along with guide RNA to target specific genes in the liver.

Clinical Application: The LNP system is a key component of Arbor's lead candidate, ABO-101, which is designed to treat primary hyperoxaluria type 1 (PH1) by disabling the HAO1 gene in the liver.

Key Strategic Moves

External Commercialisation: In October 2025, Arbor leveraged this technology in a major deal with Chiesi Group, worth potentially over $2.1 billion. Chiesi received exclusive rights to develop and commercialise ABO-101, which utilizes the Acuitas LNP system.

Genflow and their SIRT6 blend next?