RE: DR SEBASTIAN: P140 - TOP PHARMA ARE “REALLY IMPRESSED BY THE RESULTS"25 Mar 2026 06:24
What seems a bit odd to me is that they are planning and have announced on publishing everything that is in the data room. Once that information is out there will be no need for any NDAs, and yet there has been no mention to date of negotiations, as opposed to discussions, so one can only presume there is no one yet willing to bite the billet in becoming a partner. I’m afraid this suggests they now know there might well not be a deal. If that IS the case then publishing everything would be the next logical step in trying to convince the world P140 is worth something. If you have a deal in place and a partner lined up then why would you need to go through the effort and time to publish all your own findings?
It’s another, for me at least, clear indication they haven’t found anyone willing to Take it on and also makes sense of why they came up with the appalling story of ‘oh we hadn’t planned a fund raise but Lanstead came to us and asked if we had anything else they could support’. Just garbage. The nerve of someone to get up in front of his own share holders and spin that yarn is galling and has surely damaged the CEO’s reputation even further after all the nonsense spouted in September. Seven months after all that garbage we are now no further on but instead suffered 20% dilution. Tim needs retail investors to stay on board in order to get a decent chunk of cash from the Lanstead deal, hence why he’s stating they are ‘confident’ of striking a deal this year. It gives hope (false imo) to many who are already in the red that their day will come. Sorry Hamila i feel your a genuine share holder who has got in way over their head here and need to believe everything the CEO says. The trouble is after years of watching this guy operate, it’s clear that what he says never comes to fruition or is never based in truth.
We don’t require funding. Told repeatedly. Twice in one year he’s said that and promptly followed those statements with major funding deals with Lanstead which have not been good for share holders!
A deal or deals could come at any moment and share holders can expect a deal by the end of 2025. Now it’s ’we Are confident’ a deal can be achieved by the end of 2026 but still can’t yet say they are involved in any negotiations.
They didn’t need cash from a fund raise because it would come from any deals they struck. Stated over and over again in interviews so that retail would invest not fearing any dilution. Tim did the dirty again.
Now we’re being told everything in the data room is going to be published in a paper, negating the need for any further NDAs. For me it’s clear we’re going to be told in a few months time there won’t be a deal but hopefully Tim will have refocused everyone’s attention on the new wonder drug that is worth billions and is brilliant - but that no one until two weeks ago knew anything about and no pharmas had any interest in, but oh, a well meaning equity firm, enter stage left, suddenly pop up to