RE: Is it time to buy7 Mar 2026 22:33
I believe that part of the validation process would be the joint publication of results. However, my understanding is that the antibodies discovered belong to the NCI and therefore it may be that the publication timing may depend on NCI getting their ducks in a row re IP/patents etc? Might be a good question for the investor hub.
I was also a bit disappointed about the equity raises, having thought they were close to being cash flow positive. However, I put it down to wanting to put their foot down on the accelerator rather than cruise and leave growth to happen more organically.
The Allenby note expects Optimal to match and then beat the previous £4m revenue of the old part of the business (meaning at that point you would be looking at £8m+ revenue)
One question I was mulling over is whether the H2 revenue forecast of £1.4m includes potential optimal sales? I find the company to be quite prudent so I would hope that the £1.4m was basically nailed on work, some of which was just a deferral from H1. In which case Optimal could allow for an upside surprise