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Probably the best presentation I've heard from SOH. Good, clear information backed by an excellent slide set. Also he addressed many of the questions that are discussed frequently on this board. Despite the weak sp, I'm happy that there is a strong future for Opti.
I would though urge him to stick with platforms and deliveries like today's rather than the monotonous exchanges on other sites!
Eshaitan, are you sure SweetBiotix actually exists? Opti has been pumping for over 2 years with announcements of, potentially, major agreements, all in confidence, other than the signatory being the largest, greatest (your choice!) in their category. We have no idea what or when a product development is going to hit the shelves.
Is SweetBiotix at risk of being this decades Tata? Dependent on how long you’ve been invested here you’ll understand what I mean!
Why does it stink?? That’s the whole point of options. Award an employee/director and for them to ultimately realise a profit. Generally signifies the company has developed which in turn means shareholders have also benefitted. That should apply to most/many PHE investors!
Dr A, an insight would be appreciated. Lot of board moves, both in and out, during H2 last year. Most appear to be very positive including that of DR enabling him to concentrate on the DMG technology and dropping of all external facing functions. Clearly not comfortable in front of a camera!
However, one on which I would like a steer is the move of Cameron Davies from chair to non-exec then departure. Was that forced as a result of the W2T acquisition and, if so, was TY's elevation to chair a condition of acquisition?
It's no great concern merely filling in another piece of the jigsaw!
Firstly I'd like to commend the regular contributors to this board for their balanced and informative contributions. It's a pleasant change to explore the discussion on PHE without the de/ramping, sniping and general content free nastiness that, unfortunately, is typical of so many BBS.
Notwithstanding, I have one question/concern........competition! Looking at the numbers that have been discussed recently about volumes of systems installed and the license fees generated they appear to assume no competition. Given the significant benefits to society now and, more importantly, the future of the DMG process surely other companies are developing similar technology with the same objectives - waste to green energy? Also do not lose sight of the Chinese as they will readily steal IP and with, heavily subsidised manufacturing, flood the market with low cost product. Look what they have done to the solar panel market!
With regards to income, all valuations are assuming a steady license fee of circa 500k p.a. Is that reasonable for volume and/or with competitive market pressure? I don't think so! If a customer is in the market for 100 units, for example, they will not be paying 500k per unit?
Despite my concerns over valuation and the inevitable market pressure, I am heavily invested in PHE primarily because of the dual benefits - green energy and plastic destruction.
Good coverage on AF Global site.
https://afgholdings.com/afglobal/solar/?trk=public_post_share-update_update-text
Rooblertwo.....great initiative and fully support.
FYI, GL despite the slight Scottish accent is based in the US and lives in Princeton. Suspect he's hiding there not Scotland. Also need to consider targeting Jonathan Gold, the current head honcho. Also US based.
One thing that could be achieved from this initiative is publicity. I'm sure social media and the financial media would enjoy a story like this. Puts further pressure on mtfb cowboys
Skid, they're pics straight from Opti!! They are defo not from any of their customers! Check-out the Opti online site and see for yourself.
The Pierce site pushing Opti product is one big contradiction. They claim only to sell bulk for manufacturers to blend their own products yet claim that the Opti range are their products.
Don't expect an unbiased opinion from elrico, he's paid by them!!
Aqua, thanks for posting link.
Your 16:50 on advfn about application of funds is quite correct. In-house science capability will help them manage timescales more efficiently in the event of third party activity being impacted by the pandemic. In the short term, I expect them to be focusing on the axisBiotix psoriasis trial.
The pipeline imo is a dream and only needs one or two successes for this company to be a big winner. However, I'm particularly excited about the axisBiotix work as, if successful, I'm confident it will be a case of light blue touch paper and stand well back!!
SA his usual confident, articulate self but without the typical AIM CEO ramping. Nothing new as probably aimed at newbies but confirmation of activities and progress.
The axisBiotix psoriasis supplement development is on track. The virtual trial is on schedule for Q1 2021 with 200 participants to be recruited. Not clear if any/all have yet been recruited. The mobile application including camera is developed. Target commercialisation Q4 2021. As a consequence of guidance from the Psoriasis Association (?), they have decided to focus on online sales rather than the retail health care sector and the website is already under development. Sales likely to be by subscription. This means they can manage product supply and ensure subscribers never run out of the supplement. Also means higher margins for SBTX.
This was the highlight for me but some good questions were asked and others may add to this.
Nothing was said that gave me any doubts about my long term investment.
Eva, yes I'm well aware of them. The key point/s that you seem happy to ignore is that they have no r&d experience and zero background in lupus which is a hugely complex disease and one of the contributory reasons for the first P3 failure. How are they going to handle any pushback or serious questions from the FDA? They have KOLs involved but they are not there to roll up their sleeves and get their hands dirty so what will they do?
They may get a green light from the FDA next month but Avion is not a company with an experience profile that would encourage me to follow your incessant ramping.
One for you. can you explain what you mean by 'giant' in your description of Avion's parent?
Eva, can you help me here.
You're clearly a big fan of Avion and its parent Alora and, as Nolupos points out, have been doing a lot of research into their background. Me likewise, but fail to understand how a company with zero r&d capability; no experiences with FDA product approval and no manufacturing capability why it is such a good fit for Lupozor? They are a product distribution company that appears to specialise in women's healthcare specifically prenatal.
As for its parent company Alora, their t/o is less than $500m per annum. Hardly a 'giant'!
Hope you can enlighten me and other puzzled board members with some well researched facts.
MJ, one reason was a bias towards one population. A significant number of people from Mauritius were added at a late stage. Reason being that unfortunately there is a higher percentage of lupus sufferers in Mauritius than in other geographies so enabled faster/easier recruitment. This was facilitated by the active involvement of the PM who requested that IMM included participants from his territory. I believe that this skew contributed to the failure. I don't have the detail to hand at the moment but there was also a bias in results between European and American participants with the former seeing benefit and the Americans no difference from S0C/placebo. Other LTHs maybe able to contribute on this point. It is why, imo, the trial design was poor and that, again imo, is why I see the meeting next month as being critical in ensuring that not only is the trial design critiqued by the FDA but also approved/endorsed by them. If that happens then it should, should succeed this time round
Eva, you make me laugh!
C'mon Halfbutt, do as you're told and make a contribution!
I'm also a LTH with an original investment in 2015. Thanks to Uncle Tim and his excessive ramping pre P3 trial failure, I sold most of my holding before the trial result was announced. Retained some and topped up as sp dropped. Whilst today's RNS is a very positive step forward, in particular the request for a discussion on the trial design (that's why it failed last time), I would urge caution until we see the outcome of the meeting with the FDA. Thankfully Uncle Tim has been very quiet recently but, even so, I take everything that IMM says with a large pinch of salt and would urge others to do likewise.
However, if Avion receive constructive input from the FDA on trial design then, if I am correct about main reason for previous failure, there should be no excuse this time round. I would suggest, therefore, that people keep their powder dryish until after next month's meeting.
Lot of questions over recent weeks about status of the Dundee SFX-01 trial.
One reason for delayed/slow process is lack of patients. There are a multitude of trials being run across the UK all in search of a treatment for Covid-19 and all likely to want similarly profiled patients. The other key reason is that the administration of the trial will be conducted by on ward front line staff. The more cases of Covid-19 the less time to devote to trial administration!
Worth watching Professor Hornby at start of this Commons Science and Technology meeting. His session, on Wednesday, was all about currently trials underway in the UK and the difficulty of recruiting and managing. We're not alone!
https://parliamentlive.tv/Event/Index/1d43b902-67e2-4289-9be5-aa011b57e535