Member Info for RichTheNewbie

Directors number should have been 3885270 (copy and paste error) but all the rest of the numbers are correct.

In fact, further to my last post, it doesn't just indicate Lansdowne and Acacia haven't been selling any more, it pretty much proves it, unless you believe it's a magical coincidence that the shares in issue, divided by the last reported Acacia+Lansdowne+Directors holding, just happens to almost exactly equal the votes cast for (give or take a minimal amount for PIs).
Acacia+Lansdowne:36235028
+Directors(149,433,442*0.026)=36235028
=40120298 (40.12m)
Votes cast for ranged between 40.45m and 40.55m.

Interestingly Acacia and Lansdowne are clearly on the ball (and voted for all the resolutions). As the voting numbers for basically total the amount not in public hands (26.9% - comprising them and the directors). So I think the lack of TR-1s is simply the obvious reason - neither of them have been selling since last notification.

Lol. They were hardly going to mention COPD in the voting results form :p That was always going to be a separate RNS (unless it's with COVID).

And I know everyone's obsessed with II's and TR-1s but I would suggest the IG data (on top of lack of evidence of block selling recently) backs up the fact it's just been PIs selling out on the pullback in the past week (it's not going to be an II using them):
https://i.postimg.cc/y6c89nX0/SNGig.png

Ticked up twice now. Back up to 42-44p.

Nolupus - they may well be. I don't have any opinion on their potential. The more speculative / new the therapy/technique the higher the risk and the more specialist your knowledge in the field has to be to assess the potential / chance of success. Was more a comment on their investor base (can see Twitter full of people expecting big COVID success soon - which isn't realistic for them).

Yeah, I think a lot of people gambling on TILS mistakenly thinking they're a lot further ahead than they actually are, and the company themselves in their RNS say they hope to get IND status for their drug in 2021 to do more trials.

And even that was a long haul. Vaccines for that originated around 1800. WHO eradication programme started in 1959. They intensified their efforts in 1967 and finally succeeded in 1977 (with a final case in 1978). This involved contact tracing too in addition to just vaccination.

They're a bit behind the times. Oxford is already doing phase III's not I/II's.
Just a bit of propaganda for the Chinese to claim they're doing something. ;)
There's also suggestions vaccines may not work for older people (https://www.theguardian.com/world/2020/jun/23/covid-19-vaccine-may-not-work-for-at-risk-older-people-say-scientists) and they'll have to stop it via immunising adults+children.
Also:
"The bad news on the vaccine front is that an increasing number of scientists are warning that finding an effective jab may take much longer than the year to 18 months people have been talking about. You can call them kill-joys – and many have – but the truth is they have a point.
Similarly optimistic positions were taken in the early days of the HIV pandemic and now – more than 30 years later – there is still no vaccine. Even the jabs we have for influenza are seasonal and only partially effective.
In fact, the mumps vaccine - considered to be the fastest ever approved in 1967 - took four years to go from collecting viral samples to licensing a working drug."
"David States, chief medical officer of the US health technology company Angstrom Bio, spelt out the challenges in a powerful thread on Twitter last week:
“If you’re hoping a vaccine is going to be a knight in shining armour saving the day, you may be in for a disappointment. Sars-Cov-2 is a highly contagious virus. A vaccine will need to induce durable high level immunity, but coronaviruses often don’t induce that kind of immunity,” he said.
Pointing to a UK study recently released by scientists in Oxford, he noted that the crucial IgG antibodies detected in the blood of British Covid-19 patients appear to fade noticeably after just two months. "

And so on and so forth.

Still nowhere near any meaningful widespread vaccination yet.

I imagine they're going to keep things as they are whilst they start opening up the country. To quote a sage advisor from today:
"We're on a knife edge, it's very precarious the situation, particularly in England at the moment, and I would anticipate we would see an increase in new cases over the coming weeks."

I would be pretty surprised if a deal was done purely limited to one indication like COVID rather than for the rights as a whole. Although obviously not impossible.

As an investor a takeover would obviously be the best, clean cut, route as you say.
However I think partnering is probably more likely. Instead of say hundreds of millions up front they commit a smaller amount in cash, and agree to do all the work getting the drug to market worldwide, with milestones, and a share of profit. As well as funding P3 trials in COPD (and any other indications they fancy) with a share of profits from that too.
That could easily be a billion dollar deal (but in staged milestones).
If we get competition from various companies that's dream situation (and bearing in mind the worldwide situation a realistic posibility).

Ghia - agreed. Got to be on their radar as an inhaled combo.

If any major had to make a concession, it would probably be that they'd commit to supplying a certain amount to the UK first, and I'm sure they'd be happy to do that.

CW25 - No real relevance to us. Whether licenced, partnered, or taken over by a major pharma. The government would hardly be likely to block something like this being taken over since that's what would get the product to market fastest. I could only really see it if being contemplated if it was a Chinese takeover and the share price would be rocketing. China not being covered by the patent that would seem less likely anyway.

And America is continuing to show what not taking the virus seriously enough does to rates of infection:
https://i.postimg.cc/rm5XWf3K/Second-Wave.png

All whilst in a seasonal low point for viruses....

Thank god for that. Please do. The irony is that's exactly what I wanted a button for but doesn't exist.

Yes.
Rich

(and everyone else stop being so bloody stupid regarding the filters and filling the board with yet more sh*te not about the share)

No. I really can't. I understand how the filters work.