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Yes you are right. I may have been insensitive to the entire catastrophy that is unfolding in Ukraine. I don't believe this situation, so far it does not escalate further into regrettable territory, should have a longer term impact on this stock. The sector itself will be hit due to suplly chain issues and the impact of sanctions on Russia. I suppose it is hard to predict what will happen moving forward...that is the uncertainty dragging down many markets right now.
Back to Oncimmune. I liked to see higher trading volumes recently. Would be great to have more of that #moreRNS & good news :)
3 years ago i made my first investment in ONC at 1.15GBP... that was just before the release of the ECLS study. After the study was released the shares crashed down to 0.4GBP. They had taken the 8mio funsing round (debt) for the 3 year strategic expansion plan. 3 years later we are at 1.20GBP when revenue is expected to be 70x that of what they made back then. Holding on but.... these numbers are unjustified.
Agreed, circumstances sometimes tie your hands and limit your options. This is definitely a harsh lesson to learn.
WE ARE AT 50% DESCOUNT TO ALL TIME HIGH 12 MONTHS AGO.
This is where players need to show up and put some money on the table. Am I dillusional for saying this? THIS STOCK IS ABOUT TO POP.
It's so weird how everyone gets hyped up when the markets are good. And when they are on a down trend, everyone is scared and sells, with no rationale sometimes. How did it come to 130? I need available cash ASAP. Can you believe seeing 130 again? Hope this is a last!
Must be lightweight84 selling ^^. Its mixed feeling I have about this SP. I mean what an opp to lower the average but....I won't sell out on a low with other Red holdings just to get more in here. I don't know just how slow this cooker really is.
Class act both.
I am afraid that any more investment into ONC is going to make my holdings allotment a little lob sided.
Going to sit tight for a while and hopefully see a positive motion here on the stock piles I am sitting on.
Correct me if I am wrong but did ONC not just sell their US Overheads and struck the Biodesix partnership deal for 25m revenue over 5 years? I was under the impression that they had lab facilities in the US?!
Either way, I agree that it would certainly be advantageous. Perhaps when the Biodesix deal is further down the line...
Exonn as well as Chevron had recently double down on their Oil asset incestments whilst the likes of BP and Shell have been selling. No doubt we should expect great result thanks to the current brent crude price and also BPs exceptional trading desk. I just wonder whether the downstream operations will deliver. Restructure is well underway/ completed so assuming cash is available but there are tremendous Investments into renewable projects and I wonder when those start geberating the desired margins. I am hesitant to believe that BP will be able to follow Exxon, nonetheless I think the results will be very good.
I thought this generic news here should be positive for Oncimmune's / Biodesix US operations.
https://www.reuters.com/world/us/biden-revives-cancer-moonshot-plan-with-goal-lower-death-rate-2022-02-02/
Does anyone know when the interim results are due? Last few years has been around early Feb/March
Just checking to see whether I promised to tug my tail between my legs and walk home in shame if the share price went back into 150 region. There is an element of annoyance similar to that when you get a PCN (penalty charge notice) on your windscreen when it didn't need to happen.
If I had 1m GBP....I would put it all in here but I am slowly wondering whether this SP will even break out after a positive interims....or whether there will be another seller trying really hard to rid themselves of their ONC shares (for whatever mysterious reason).
A war with Russia would be catastrophic and I would hope Nato pulls their act together and stops with the offensive. The last thing anyone needs to worry about if the West escalates this further will be OG shares. I would start digging a hole and bunker up.
Stripped bare to the bones I stand here wondering what more is needed to move the needle up.
I will give it my final ultimate financial push on the dip next week. Unlocking my full funding capabilities for this unicorn. All I can say is that the bull should have plenty of water......time to go on parade.
News is extraordinarily good and numbers to back it up should follow in appx 1 month with the release of the FY22 interim report.
We are sitting in an Lockheed SR-71 Blackbird (jet) and we are due to take off any second! Let's go!
@Flova28 totally agree with you here. Keeping g it brief. I have a small holding at 19p in ORPH but also no concerns. Business crushing it with deals and have already got 90%of 50mio. of forcastes FY22 revenue. Recent big deals in NA but also ongoing UK government for RSV flu etc. Price targets are in the 40-50p range and I think k slump just due to Cathay over promising in hight of summer time. They need to scale teams and capacity to meet demand but financially doing really well. I think early next year and beyond we will see big recovery in SP. Spin out of POOL big success and will get a holding there too - lots of deals in the pipe. Immutex Imputed big of a struggle but not my concern at this point.
I am running low on disposable fund. Also I don't post on any other boards than ONC. ORPH board is terrible.
Back to ONC
Thank you Adam and Team indeed. The contract series with big Pharma companies is a testament to the quality of service and delivery of the ONC immunoInsights and SeroTag product. I also see the deals with EORTC and previously their research studies at Dana-Farber as so critical in getting further traction, visibility and status.
Super excited about the news and also thank you @Trek as always for providing some much needed context and colour around what it actually mean that is written in some of the reports (from a technical/medical side of things). Helps a layman like me!
On another note whilst I don't anticipate much to have changed in the competitive landscape since early November it does look like more and more businesses are going to try and get in on this market. Is HEMO one to look out for?