Member Info for R00st3R

Can someone give me a reasonable explanation for the dramatic and earth shivering weakness of this companies shares?

We have to stay positive otherwise you end up looking at the numbers from the Annual report in a less favorable way. Context is key

Haha, I feel the same way. The world of investing has turned its back on me. I have continuously been lowering my average and so far the SP has only gone down. Personally, I feel optimistic here but it seems like the investing community of ONC is waiting for proof that the revenue can increase in a sustainable and consistent manner. Looking back at the past few years, there have been a number of bumps and twists and turns with some unforeseen events causing drama. But there are some fundamental changes in place:

1. Commercial strategy is in place

2. Sales team is established and ramped - expanding

3. Scope widened to address more use cases

4. Quality management team in place

5. Profitable next year

6. Tripling last years revenue in FY24

7. Cash secured to last for next 12months

8. Lab capacity available

At this point they need to just sell and scale. But they definitely need tell more of an outcome based value narrative. It needs to be communicated to and understood by simpletons with money. Therefore some more marketing and PR would be great! This service is and should be flying off the shelves. Precision medicine is the now and future of healthcare and ONCimmune provides an invaluable service to enable this with high precision and predictability of the human immune response and the service can be deployed at scale (more so if AI were applicable). As Martin said in the last VOX Interview. OnC is tripling g last years combined revenue from ImmunoInsights and Early CDT with just ImmunoInsights alone. And this is just the start. I believe him firmly. There I will stay here and see this SP go to 5GBP and beyond

*Lab capacity

I just topped up with as much as I could scrape together. Honestly, at 0.16/share it's a great opportunity to bring down my averages. I believe strongly in the capability of this management team to execute. So much progress has been done commercially. They are aiming to be profitable within a year. What else is there to ask of a business. The world need to learn more about ONC. To make the highly specialised value proposition clear to investors that do not fully understand the science and the technicalities. I think it would be beneficial to publish a case study with a clear perspective on the customers' ROI

Frustrating. Leaves me wondering how the investors react to the expected revenue for the Finanvial year, which is almost certainly above 300% of last year's revenue. The company needs more cash for Marketing and PR.

I should have waited for the drop to be a whopping 19% before commenting.

12% drop on a casual Friday after a a solid earnings report for H1 and optimistic outlook for full year and year ahead.

Are there macro elements at play here? I noticed a bit of general selling motion across industries in late May. This may all change with firmer stances in interest rates by central banks (BOE and ECB ready). FOMC coming up in June. Assuming so much depends on what the FED decides, no matter how far removed interest rates in the US feel in relation to ONC. Any thoughts? I would have expected the shares to pop a bit more than they have done. Perhaps the funding topic is causing concern for investors, but I wouldn't know why as finances look much healthier now than 1 year ago.

Https://www.outsourcing-pharma.com/Article/2024/04/23/oncimmune-ventures-into-age-related-disease-biomarker-research

23.04. MG at Proactive London."Martin Gouldstone, Oncimmune’s Chief Executive Officer, said: “As ageing-related diseases become more prevalent in society we believe that our ImmunoINSIGHTS technology can be instrumental in finding better diagnosis and treatment solutions for these diseases, while making clinical trials more efficient and productive. We are working closely with our partners in this area and I look forward to discussing the topic with world-leading experts later this month.”

"The company is already working with leading drug discovery companies on ageing-related research and has been approached by several global pharmaceutical companies about the use of its technology in this field."

Time will tell but I have observed this company for a while now and I guarantee that the upside potential for this is tremendous. The diagnostics market is poised to expand considerably over the coming years and with the diverse application of ONCimmune's service, I think deals will be closed. Many deals.

I also believe that the (Bio-) Pharma industry is awake and on the up again. Coming out of a prolonged period of under investment and bearish sentiment, there is a lot more activity on the M&A market. I can see a bull charging from the distance

In the most recent report from Feb 24, it was indicated that H1 FY24 results should be made public via a trade update in May. I assume that the shares will start to get bought up because it is a phenomenal entry price for a business that will have their first 'clean' report post sale of non-core assets. This report will show an expected high increase in revenue and possibly reveal a rich and growing pipeline. At this point the strategy I'd defined, the resources are all hired, the overheads are gone and the margins are wide. On top of that there is a solid baseline revenue from existing contracts incl. Freenome and other MSA and ongoing projects. Many more to come. I believe we are at the 'tipping point' right now.

I hope others agree. Curious to read other opinions. But I cannot see the SP going back down from here, quite the opposite

AIM moves in mysterious ways.

Sure these stocks will start getting gobbled up with the Mai FY24 H1 results. If we can see a strong growth trajectory

I wish i had some spare change right now... ONC taking a big hit knocking off 20%. At these levels a definete buy to get the average down.

Like you said Dr. This is a long game but i firmly believe that the latest report will have been the worst summing up a year of change and metamorphosis.

I think right now is when the cocoon cracks...

Pardon, ...sale of Oncimmune Limited and Oncimmune Europe GmbH

I have not. I think the company has been in this spot here 2 years ago when the Sales strategy and structure was laid out by former CEO. Company needs to prove that debt to equity ratio is solid and not spiral out of control. I think there should be a check around that given reduced overheads from asset sale.

The other component is proof that there is sustainable and predictable growth in the stock. I hope 150% is the start to a consistent acceleration based on repeat customer contracts MSAs and longer term commitments as from Freenome.

Sad to say it may take another couple of reports for this to recover but based on the fugures (unmuddied by sale of Oncimmune Plc), right now i think is a smashing SP.....if you believe in thw longer term prospects of the business. I do

Vox Market's Paul Hill interviews Martin Gouldstone CEO ONC

https://youtu.be/YxLVTHyDw3Q?si=08QtPox2ApkYmz_5

1 trade today? Any takers?

Anyone else want to put a penny in the tin?

No? Alright - have a great weekend all.

Its not untypical for an acting CEO to be on the boards of multiple companies. If anything i see this as a positive for Networking/ business opportunity and validation of their quality.

Hi all. I am reading a highly encouraging report with exciting prospects, growth and marging expansion.

Revenue in FY 2024 expected to be approximately £3m, compared with FY 2023 revenue from continuing operations of £1.2m, a growth rate of 150%. Coming up to the end of H1 FY 2024, work to achieve approximately 75% of the forecast FY 2024 revenue has been secured, with the majority of samples received or expected imminently allowing lab work to begin and revenue to be recognised in due course.