Member Info for sajy

Hi Sammy, this is what I think will happen, Rene announce Fosun deal and price gets to about 40p, directors start buying immediately after the announcement. Rns to say directors bought and price gets to around 50p. Thats a 60% rise from now. Just to be clear those are my targets. I expect that to happen in a matter of weeks.
Over a longer period of time I expect the price at around £1.0 as I expect them to sign a licensing deal for their Exosome platform. They have 7 collaborations ongoing as we speak, I expect at least 1 of them to sign a licensing deal. That will will involve a £20-30M upfront payment and £200-300M in milestone payments.

Anyone have any questions feel free to ask as I have done a lot of research and asked a lot of questions of the right people. Just as I did with Polx.

Not really much more to say on Polx while we wait for approval. I would like to think that my research has helped some of you make money, if so then great.
I am going to apologise in advance if this upsets anyone but we are all here to make money and therefore I want to bring to your attention another company that I think will do well.
Reneuron (Rene) is at at all time lows and I think it will do really well over the next few weeks. I have worked out that the management want to buy shares at this price but they can't as they are in a closed period as the company is negotiating a deal with Fosun pharma. My research tells me when this deal is announced (which is imminent) the directors will be loading up. I think you can work out what will happen to the share price. To be clear I have built a large holding in Rene.

Please feel free to do your own research, I have shared my research so that some of you can benefit from it, like I did with Polx.

For the avoidance of doubt, I have just had it confirmed that the FDA will only look to see if the points raised in the CRL have been addressed and they CANNOT raise new points. I had suspected that but it has really cheered me up having had it confirmed. I really do feel very very confident that we will get approval this time. This ties in with what Mr Jourdan (Amati) was saying that it should never have been rejected in the first place.

Polx have resubmitted as per the timeline I suggested. Now the question is do you hold or sell. If you look through my posts you will see that I said that the FDA had stated to the company that on re-submission it will take 2 to 6 months for approval. The company have said 6 months in todays Rns, but here is the interesting bit. When I queried this I was told that the company have gone for the worse case (6 months). They are planning for approval in 6 months but hoping it will happen much sooner. In other words under promise and over deliver, which I like.

So what I am trying to say is that most will be expecting approval in 6 months time, but I think it will happen sooner and once again catch a lot of people out, just like todays Rns did. Also if you remember I said the points raised in CRL were mainly about documentation and technical writing. So how long do you need to check that is correct and now the chances of approval are VERY high than the first time round. The share price hit over £1 last time round, so at the current price it is a bargain in my opinion.

What have I been saying, if you look through my posts you will see I got it spot on. To all the idiots that were saying I was lying and a fraud, hope you have the decency to apologise, but I won't be holding my breath. I did say judge me on my research and I have been proven right. Great news for all genuine holders.

That is because most don't believe the re-submission is imminent, a few on this board seem to think that. So when the re-submission Rns lands it will surprise quite a few and they will probably have to pay a lot higher to get back in. At the moment it's best to just sit and wait as the Rns could land any day now.

Hi Clralic, not sure if they are buys or sells but if I was to hazard a guess I would say one is a buy and one a sell. Having said that it doesn't really matter as you are always going to get people buying and selling for varying reasons. My confidence is high as I know the re-submission Rns is imminent and Polx stand a very high chance of approval this time as the FDA just wanted changes to the documentation and technical writing. Pretty straight forward for the company to address. Also think about this, would the directors have bought shares after the CRL if they thought they could not address the points raised in the CRL.

Hi Leem1, maybe this will help you make your mind up. I have had discussions with Iain and on the back of that I have added substantially to my position. I am convinced after the closed period ends a few directors will purchase shares and my gut feeling is it won't be a token gesture. When Iain took over at Redx they were about to go into administration and when he left they were a £250M company. When he rejoined Silence Therapeutics the share price was 40p and even in this very weak pharma market their share price is now over £4.0 I am absolutely convinced Iain is going to work wonders here also, hence all the recent personnel changes.

You missed one, sale of legacy assets. The rest are spot on except it will be more than just Iain buying.

On the proactive interview Mr Barder said the recruitment for the USA trial was complete and on track to submit to the FDA in September. For that to happen the results of the trial will likely be released in May/June. If the trial is a success then expect a big rise. Only a few months away

Looks like it has started. As I said it will be an interesting few weeks leading up to the Rns. I think people are starting to work out that the re-submission is imminent. I hope some of you made use of my research and loaded up. Not long now folks, GLA.

Not sure, but I think the ongoing negotiations with Fosun is the reason. Once that is announced they will be able to buy. I can feel their frustration at not being able to buy at this price.

This rise is nothing, just watch when the directors are out of the closed period and start loading up.

That's your opinion and it's obvious you no nothing. You are one of those PI's who put's very little effort into research and just likes to bad mouth those that do. Very soon you will look like a fool, you mark my words. I will remind of this when in a few weeks the re-submission Rns lands. I am very confident of the timing and it's you who doesn't have clue.

No I am not a personal friend of Richard and I have not been given inside info. What I have done is a lot of research and asked searching questions of the right people. I have said in my previous post look at the note by Stifel after the CRL. Watch the video of Amati CEO Jourdan where he talks about the fda rejecting Polx and why. once the puzzle has been pieced together ask questions to confirm you are on the right track. All that took a lot of time and effort and I have posted it here so people can benefit from it. Now most probably won't believe me but that's fine, but time will reveal If I was right or wrong and that will be very soon.

Hi Oscar, look through my posts and you will see why news is imminent in the next few weeks. I am expecting a re-submission Rns late March/early April. After that you will see the company will ramp up the PR and will probably involve a few interviews and reports etc. One thing that is worrying most PI's is that the company have not given an update after the CRL. I can confirm 100% that is because the company was advised by it's broker not to give an update, instead issue an Rns on re-submission. Company is following the advice of it's broker. All the PI's that have sold out will be panic buying on the re-submission Rns, could result in quite a rise. I have tried to help PI's by providing this info, now it's up to them if they want to make use of it or not. I have built a large holding to back up what I have said.

Yes Richard is still with the company and very excited as news flow is about to begin, a very nice and approachable guy.

Just a word of caution, don't be fooled by all the sells. The MM's are disguising the buy's as sells. The 15000 and 20000 shares at 11.15 and 11.36 are showing as sells but they are actually buys. I am sure many others are showing as sells but are buys.

No, I am pretty certain it will be happening in a few weeks. We could quite easily have approval by August.

Could today be the start? Looks like positions being taken in anticipation of news flow. Not long to go now.