Member Info for RMM3383

Hi D101 - Personally I don't think Tim understands how to market the company let alone the importance of PR. I know he's a scientist but his title is CEO. We need an executive with commercial nouse to get this company in a position where its true value will be delivered. Letting the science talk won't get us a big deal if no one talks about the science in a commercial context.

Two angles being played - collect shares on the cheap by hitting stop losses and also someone has a short position open.

Investors being contacted about limit orders, big trades consistently reported late, SP crashed despite buying pressure. Draw your own conclusions but it smells to high heaven.

As I said a while back (probably over a year!), the PR company are not necessarily to blame. I would point the finger elsewhere. Having used Citigate in the past they've always been professional. However, a PR company is only as good as the information they are given to work with. If none of the executive team supply the PR company with usable material then the PR company is effectively operating with both hands tied. The question I would pose is why Tim is not giving them the material to raise the profile of the company? Furthermore, how much of the news flow is being curtailed/edited by our wonderful Nomad? I questioned their appointment when first announced as they have very little experience of this sector and I've yet to see them add any value. Questions for the AGM methinks.

Thoth - you are a brave man! A mate of mine ran the Gulf War Syndrome Inquiry... now that was a ****tail of drugs! As Krusty says, wait a little longer and choose your option. Are you sure its not your home brew that causing the napping??

And there we go. MM's playing with the SP again .

Buys outnumbering sells 3:1. Just waiting for us to go red. News must be on the way....

Krusty - I understand your concern but the science behind the flu jab was not rushed through in a few months. The two 'successful' Covid-19 vaccines are both based on mRNA, a new class of drug without the history of other vaccines. I hope that at some point we do have a successful and safe vaccine but its important to remember that all drugs are safe until proven otherwise. Nobody goes out to design a dangerous drug. I would feel much happier if we saw some subsantial data which certainly hasn't been the case for Pfizer and only a little more helpful from Moderna. In the meantime I'll stick to Vitamin D, whisky and basic hygiene!

Useful article from Scienmag yesterday who have published on this topic before - targeting immunotherapies. When it comes to designing clinical trials much depends on recruiting the right sample. According to the latest findings the interaction between PD-1 and PD-L1 could be very helpful in targeting checkpoint inhibitors. No doubt something our team in Cambridge will be looking at for 1801 and 1802. Key message is that developments like this help to de-risk trials.
https://scienmag.com/a-new-diagnostic-method-predicts-which-cancer-patients-will-respond-to-immunothe/
Increases the value of TYK2 by increasing the chances of getting the molecules to market..... GLA

Silvererfoil - When my mother was pregnant with me she was offered Thalidomide for her morning sickness. She declined. There but for the grace of God go I. I'm certainly not a tinfoil hat wearer but lets really understand the safety profile before mass innoculation.

Don't you believe it Andy. These people think they are above the law. However, I think they just dug themselves a big hole.....

Pfizer 90% effective, Russian vaccine 92% effective, Moderna 95% effective. I'm exepcting AZN to be at least 105% effective after which the Chinese will announce that their vaccine is effective even before you take it. Meanwhile back on planet Earth we still have unmet needs in bigger indications.

MM's going for their midday manufactured drop. How predictable.

Interesting find Krone. Whilst searching on TYK2 in China I came across this:
https://www.tandfonline.com/doi/ref/10.1080/13543776.2019.1567713?scroll=top
In the references section Sareum are cited no less than 6 times. Hardly low profile if you are interested in Tyk2.

That would work very nicely for all parties. Sierra would get a result in 2021, a year ahead of the possible approval of Momo in 2022. Sierra look good and we get bumper milestones. I'll take that.

Looks as if the market sees the announcement as positive. Effectively Sierra have agreed to take 737 forward (with the associated costs) and their SP has not taken a hit so they must like what Dilly has negotiated. Now we wait to see if another partner appears. It would not surprise me if the next step wasn't a triple combo.

From Dilly's point of view I think he's played a very cute game and it will be interesting to see how the Sierra SP performs today. He's just added another drug to his woefully thin pipeline at a better cost than most would have anticipated. They know 737 and can hit the ground running. He will now want to demonstrate that he can add rapid value which is very much to our benefit. I do believe we've turned a corner.

Despite the best attempts to mark down the recent gains its interesting to see that our big buyer is clearly not disappointed in this news.

We were never in control of 737, this was a contract negotiated by the CPF. Instead of being at an impasses it is now going forward. Sierra clearly see something in 737 or they would have handed it back. TBH I was expecting nothing other than a renegoatiation of the terms and thats exactly what they've done. Onwards and onto Aurora. Also good to see them reinforcing our position with TYK2 - 100% ownership. That's where the prize lies. GLA

FretFree - In theory it stops the brokers from lending your shares. Fewer shares to sell means they have to raise the sell price to get people to part with their shares in order meet buying requests. It also helps to put a spanner in the works of anyone shorting a stock.