Member Info for Quickdraw18

Just came to conclusion, computer algorithms? Not sure if they trade Nova, but if they do the no forward guidance and £13m 2019 rev could send them into meltdown.
Pity company didn't give a big range say £600m to £1b. I'm feeling pretty comfortable extrapolating £90m a month for £1b 2020 rev.
I may overestimate unit price at £9, but while demand is high and we have best test I don't see price coming down.
I would also assume margins will increase as volume ramps. The world will catch up, wish portfolio wasn't fully loaded.

Be an add move given Novacyt is best test and being UK based, spend would remain on shore, subject to share with the French wing. 8m coming in June plus capacity for soon to be announced D-PCR

Co-Diagnostics up 37% on the back of Abbott news. Be great timing to announce results and new test D-PCR test

I'm personally not worried about a small delay to CDX deal as i belive any near term COVID mice deals will go a long way to validate Hemogenyx's CDX product which they tested on their humanised mice.

"The collaboration agreement, originally scheduled to complete in late April 2020, is being extended by a short period due to the impact on GlobalCo’s operations of the novel coronavirus, following which Hemogenyx will either license the antibody to GlobalCo or will in-license GlobalCo’s improvements to it on favourable terms"

Notice the positive tone in the statement, they will either licence or in licence antibody. Just a matter of time and as a long term investor i have plenty of that. Has been 2 years for me another 6 months is nothing. Could be sooner/later, looks like it's happening that the important thing.
Plus company has plenty of cash now :-)

RNS Hemo Hero Mice the big cheese in hunt for COVID vaccine (and separately treatment and test)
:-)

Well done to all new investors who held their nerve. Big news now /tomorrow. All feeds into these largeish delayed trades we have seen today.

Orgenesis believes this new vaccine platform offers a unique approach to cell vaccination that holds promise for an affordable and reproducible vaccine for both COVID-19 and other viral diseases. The Company is moving forward with planned animal testing for its cell-based vaccine platform in COVID-19 and looks forward to providing a more detailed timeline of activities including plans for initial human testing, assuming clearance from the FDA and/or other non-US regulatory bodies to do so. Orgenesis has not yet submitted any such plans or data to the FDA or any other regulatory body.

Orgenesis (using Hemogenyx mice) today announces the launch of its new cell-based vaccine platform targeting severe acute respiratory syndrome coronavirus 2 (SARS-CoV-2), the virus that causes COVID-19, as well as other viral diseases such as Zika, West Nile Virus, Yellow Fever, Dengue Fever, MERS, HCV and Cytomegalovirus infection (CMV).

Timing would imagine. Been watching Mirriad for a year, kicking myself i didn't buy at 6/7. Still look like a great buy. Aiming to buy in this month.

Great tec, which imo in COVID world could be even more valuable as they can recommercialise old content which is sure to be watched in high frequency as new material drys up.

Placing was fully subscribed on announcement.

For reference, Novacyt raised £335k at £0.20 on 31st jan and 7 days later took first orders for kit. Shares were valued at £0.51. I'm sure Novacyt would have loved to raise that money when the share price was higher, but they clearly needed the capital to fund their developments. Same for Hemo

https://www.lse.co.uk/rns/NCYT/exercise-of-warrants-and-issue-of-equity-cp4tig2jhdpeeu1.html

https://www.lse.co.uk/rns/NCYT/update-on-novel-coronavirus-test-iv2elkt4pi5j3ky.html

"Good luck all and don’t forget to give some of those large profits you will make to charity good causes" well said Gheko :-)

I'm not keeping an eye on what people are holding, that's yo to them. He has been on Hemo board for ages and can imagine he had? decent amount, it didn't take much all of one month ago.
As for the Redmond stuff, I'd forgotten about the proposed inks. Dangerous strategy to announce publicly lol

I am shocked, no RNS given Orgenesis road map. Was nothing new on their apart from conformation Orgenesis are working on COVID with Hemo. I would like to think others as well.

By the way it is worth looking into orgenesis, they are a young cell Therapeutics company. Have made great progress over last 2 years. Made triple their market cap this year when they sold shares in company they partnered with. Believe they have stock options in a Hemo should Hu-PHEC be successful

You complemented shukan on his post, but it was my wording. Was a little joke for Shukan

Why are you surprised I'm on here? You like my analysis

Thank you Invest_shate. Plagiarism the form of Flattery haha, i joke Shukan, shukan, shuka kan :-)

On top of the potential COVID triple threat they have their original targets which seem to be progressing well (little hold up on CDX commercial deal due to global company focusing on COVID) :

Acute lymphoblastic leukaemia (ALL) which could enable treatment of 60% of leukaemia sufferers too ill to under go chemo

Acute myeloid leukaemia (AML) 27% 5 year survive rate

lymphoma
severe autoimmune diseases, such as multiple sclerosis, aplastic anemia

"The risk of toxicity and death that are associated with bone marrow transplantation, however, have meant that the procedure is used only as a last resort and its use is restricted. Hemogenyx’s technology has the potential to enable many more patients suffering from devastating blood diseases, such as leukemia and lymphoma, as well as severe autoimmune diseases, such as multiple sclerosis, aplastic anemia
and systemic lupus erythematosus (Lupus), to benefit from bone marrow transplantation"

"Hemogenyx is a pre-clinical stage biopharmaceutical group developing new medicines and
treatments to bring the curative power of bone marrow transplantation to a greater number of patients suffering from
otherwise incurable life-threatening diseases. Hemogenyx is developing several distinct and complementary products, as
well as a platform technology that it uses as an engine for novel product development"

Longs, traders and shorts suspect well find out tomorrow, the rich, remorseful and poor

Haha ok and thank yoy. I recommend taking a look at my other main investment tomorrow morning. Believe it will be enlightening.
Role on 7am, Monday, Monday :-)

? Vanv

Company call to talk through earnings. Google ls saying 4:30 Monday. I assume earnings report out at 7am.

I can't find a link to earnings call, though I have noticed with some of these smaller firms you have to contact them. Hopefully there will be a link in tomorrow's RNS.

If there is no earnings tomorrow, apologies I'm just following Google orders lol.. This is not a PUMP lol