Member Info for potnak

Cheers JB. That sounds right up my street. Will look him up.

I'm ok, philboro. I know the triggers now and I know various techniques to counter it. At the end of the day, it's inflammation of your nervous system and the only real cure is to rest it and stop doing what inflames it in the first place.

Me too Ash and WIP. a couple of years I got told I was stressed\anxiety without particularly feeling the symptoms. Sometimes I have to force myself to go out and run and for me the harder the session or sustained training is better. The rat race does me, my two bosses are both anxious in different ways, they own the business I work for but unfortunately their anxiety rubs off on me. I know lots here think we are going to a pound, I do too, eventually but I will be out of here and handing my notice in if we hit 40p. That's the figure i've put on me and the missus giving up the rat race.

I mean before news\data from the POC then I think we will level out around 9 or 10p until further news on Covid trials and\or 1802\1802 going into trials. We still have 737 news to come too! lots to look forward too but a successful end to the POC will settle nerves here.

I'd agree with that. We may spike but I think we are now rerated.

I think it may well be. If HNWI was taken on board after the VC presentations, my guess is Parker used his influence and contacts to get him/her in the (virtual) room.

Lol, there are a few of LTH holding 1% some with very low averages too.

Yes, perfectly timed RNS and a way to calm everyone's nerves. 7p should be the new baseline until news.

I'm kind of expecting another tranche of warrants at 9 or 10p and that one will push them over the 3% and we may find out that Parker has played a blinder at VC presentations back in May.

The RNS last week told us the company is worth at least 5p. Today RNS tells us it is work at least 7p. It also reiterates that the POC is still ongoing. Which means they are confident of a positive outcome. Can we have a tweet now, Mr Parker?

I think it was timed perfectly to cool the market and consolidate the gains we already made and gives them an official way to say the POC is still an ongoing thing. My other thoughts are, cashflow wise, Sareum are sorted now. We don't need any immediate cash so we don't have to make any rash decisions on low ball deals. Let the auction begin! Once digested by the market, onto 7p and await news.

If we take the high valuations of other TYK2 deals that were around 800 million and time that by 3. Add a bit for SRA 737 then we have a rough back of fag packet calculation. Do the same for the lower value TYK2 deals and we have a bottom. I reckon anything between 800 million and 2.5 billion could be achieved on some good data.

Honestly, I do think £1 is achievable but not without some positive clinical feedback. I also think that we won't be allowed to get there. I think we will get an offer while it is still a bargain for big pharma. At the moment, its all a bit messy to do deals so a pipeline buyout seems logical. The potential buyer could then develop or on licence if they wish.

Just to clarify my position here. IMO, we could hit 10p on news of trials whoever we do it with but the bigger spike will happen with bigger news.

Hi Utar. I share that feeling but as I see it. Each that gets broken is another set of LTH so we should have a stepped retrace with lots of resistance on the way. My main fear is the news we are due will spell out timescales and they won't be quick enough for the newbies. I think if you are buying today. You may have a 6 month wait. That's nothing to us LTH though.

Yes, blue. I'll glad when the closing bell rings. Get a beer down me.

If all LTH are like me. They will be cool on the surface but the mental gymnastics i'm doing with every tick-up is tiring. Gettin paid well for it though. :-)

SNG are a good comparison of how the market will value SAR if we go into agile or something else. Their current MC is £300 mil so around 9p if applied to SAR. They are nearing the end of the journey and the SP has been higher bit that binary decision of good\no good is looming. Investors always get nervous around this time.

We've been told 6 months. SAR very rarely meet the deadlines so we should accept that might happen here and for the MM's to take advantage of that too but having said that, there is an urgency to get this done. IMO, the board will already know who we will partner up with. If I were to guess, id say Astra and it will be sold at cost or low cost just like the vaccine. Doesn't really matter for us shareholders because the potential sales are so high. Hospitals won't be buying it, governments will. It also validates 1801 immune which will be snapped up and possibly 1802 too. THere is a lot hanging on this POC.

To add to my post. When RMM did his analysis. He had a minimum value of 16p, with everything in place and with a calculated risk applied. If all goes well, It's looking like he could be spot on. This was only an early-stage valuation too.