Member Info for potnak

I'm not pre occupied with PYC, glenf brought it up. Must be just a coincidence the the sp doubled on the day the MD mentions Covid in an RNS about a virtual conference. My mistake. Carry on. See you in the morning, I've got beer to drink.

I'm not pre occupied with PYC, glenf brought it up. Must be just a coincidence the the sp doubled on the day the MD mentions Covid in an RNS about a virtual conference. My mistake. Carry on. See you in the morning, I've got beer to drink.

Look at the comments on the day that RNS came. It was a cynical way to jump on the bandwagon. Since when does announcing attending a conference double the SP? The word Covid did that. Utar the contract is 5 months work for two people, it's right there in the RNS. How big can it possibly be? Will it spike, probably, will it hold, no.

I'm happy with my investment here. Hope your future investments work out for you.

Look when PYC spiked. Look at the comments from that time. 26th of Apr. PYC wouldn't be at the SP they are today if it weren't for them mentioning Covid. It should be illegal, but I guess it isn't.

PYC

Dr Jim Millen, CEO said: "In these difficult times, it's great to see that lifescience companies can find creative ways to continue to develop the relationships needed to fight COVID-19, cancer and other diseases where new treatments are desperately needed. We look forward to fully participating in the digital version of this popular conference."

If he let it slip, it is intentional. I've read the reply a few times now. He's defo p i ssed off about being asked to pull some news out of thin air all the time. Hope he feels better now. He's got work to do. :-)

Do you think Mr Dealmaker of BigPharmaCorp sits and reads his Times in the morning hoping to see if any small AIM biotechs are worth buying. Why would anyone ask SAR about Covid cures when we aren't in the business of Covid cures? I understand your frustrations. I have been here a long time too but I have always found SAR to be straight when telling us what we need to know. If you understand that differently and it doesn't comes true, It isn't SARs doing. Show me where Hemo, NCYT or any of the other do this.

Think people forget that SAR area drug development company with 4 early stage commands. From a risk point of view. Everything could still fail. A £17 market cap is probably about right until we get news on 1 or all of them.

All of the companies in elcaps list released RNS' to say they were working on Covid 'products'. It wasn't PR that made them spike. and they did spike. Lots of investors got spike on almost everyone of them and when the Covid thing dies down, they will be left with big losses. Its easy, with hindsight to say SAR should do this, they should be doing what all the other AIM chancers are doing. Genuine question. What PR could SAR put out that would please you?

Wow, that is a very honest answer. I think everyone knows which side of the fence I sit. We need to let them get on with it. Forget Covid and get rich schemes. The real value if TYK2 and what it was developed for. Covid may be a bonus but we don't want it to derail the development cycle. Thank you for sending the email, Elcap and thank you, Tim for the honest reply.

SP is about as low as its going to go. As someone said yesterday. There we be a decent short term profit to be made in the next couple of months. Could easily double from here on the most minor of news.

I know Ahfam always says this but it feels like the period of frustration we had before the CHK1 licence news and that came out of nowhere.

Q10 will tell us if any movement with 737. Personally, I don't think it will even reference it. News from 737 will come through the normal channels. And trading statements never reveal real news.

Think you are mixing up trading and investing,Brighty.
Hemo is for traders some have done very well, many have not. They have raised twice this year and are now tied to a deal with no risk to Lilly. If they don't come us with anything soon, the house of cards will fall. In the meantime, the traders will do very well out if it. Hemo is the epitome of AIM casino.

So could they spin off a third compound, just for Covid. SDC1803 is a catchy name?

Both of ours will be ready to licence by the end of the year. If the data is as good as we've been led to believe. The upfront payment alone should re rate us considerably. We could easily be 3p or more in the next 6 month with lots more to come. and before I get accused of ramping. Any setbacks and we could easily be 0.3.

I believe the potential for Covid to fast track 1801 or 02 should be investigated but not at the detriment of the wider indications of the compound. I think its a tricky call and i'm glad we haven't just jumped on the bandwagon. IMO the best we can do is pre clinical for Covid and then hand it over.

Was reading a Twitter feed last night. Basically saying the evidence so far vaccine immunity could be as low as 40% of the population. Treatments will still be needed and the market will still be huge if this is the case.

All I know is, pretty sure BMS got rid of Otzela for 1.6 billion dollars because it was in direct competition with their TYK2. I'm betting they kept the most valuable asset. :-)