Member Info for sajy

If I remember correctly similar approaches have been used using a catheter and wafer and also a seed for radiation, but not the Irinotecan drug as a seed. I'm not sure of any direct competitors to Crtx.

I think we will see quite a lot of interest in January as positions are taken prior to the first patient being treated. If the herd arrive then this could rocket as only 51M shares in issue and a £5M Mcap, which is peanuts for a company starting a phase2 registrational trial.

I have taken the opportunity to add further at just over 9p. Now that we are fully funded for the first part of the phase 2 trial (12 patients) I did expect positions to be taken, but didn’t expect it this soon. Management have confirmed first patient to be dosed in Q1.

That link didn’t work, so I have copied the important bit.

Key Themes from the "Biotech is back!" Note:

Market Resurgence: Strong momentum in both US and UK biotech sectors.

Driving Factors: Easing interest rates, a large patent cliff fueling M&A, and less intense political headwinds.

Innovation Focus: Identifying companies advancing new therapies and technologies.

Companies Mentioned:

Arecor Therapeutics: Enhancing existing medicines (e.g., ultra-rapid insulin).

TheraCryf: Novel neuropsychiatry/oncology therapeutics.

Avacta Therapeutics: Using Affimer®️/pre|CISION™️ platforms for cancer.

Sareum Ltd: Developing next-gen inhibitors for autoimmune/oncology.

hVIVO: Human challenge studies for drug development.

Arecor gets a mention in the Singer capital markets update ‘Biotech is back’. See link below

https://uk.linkedin.com/company/singer-capital-markets#:~:text=50m%20Edited,and%20respiratory%20disease%20drug%20development.

Just watched the Investor Meet presentation. With the current raise we are now fully funded for the first part of the phase 2 trial involving 12 patients. It was mentioned numerous times that the trial is open label and they will be providing regular updates. As I have mentioned before we will get an update after a few patients have been treated and IF the safety is good and they see early signs of efficacy then watch this rocket, just like hemo did.

I honestly believe if we see efficacy in the first 12 patients then we will look to partner for the second part of the trial that involves 135 patients and I can see plenty of interest as their is no current treatment for Glioblastoma at present. Also remember this is a registrational phase 2 trial.

I think we were supposed to get an update on the in vivo data for GLP-1 before the end of the year, can anyone confirm if that is the case. Fingers crossed for some very good data, as the GLP-1 drugs are being bought by big pharma for hugh sums.

Disappointed that they have raised now, was hoping they would have treated the first few patients and then raised at maybe a higher price. The cost of the first part of the trial is £1M which is to treat I think 12 patients if my memory serves me right. In that case I can’t see the need to raise again before the completion of the first phase. The catalyst now will be when they report the findings of safety and efficacy on the first few patients as it is an open label trial.

Taken from Advfn board

RNS Number: 1599J

ACG Metals Limited

26 November 2025

ACG Metals Limited (“ACG” or the “Company”;) confirms that it is in early stages of considering making an offer for the entire issued and to be issued ordinary share capital of Anglo Asian Mining Plc (“Anglo Asian”) (the “Potential Transaction”).

This announcement does not amount to a firm intention by ACG to make an offer under Rule 2.7 of the Code and there can be no certainty that an offer for Anglo Asian will ultimately be made by ACG. There can be no assurance that a definitive agreement for the possible acquisition will be entered into or as to the terms on which any such offer might be made.

In accordance with Rule 2.6(a) of the Code, by not later than 5:00 pm on 24 December 2025, ACG must either announce a firm intention to make an offer for Anglo Asian in accordance with Rule 2.7 of the Code or announce that it does not intend to make an offer for Anglo Asian, in which case the announcement will be treated as a statement to which Rule 2.8 of the Code applies. This deadline will only be extended with the consent of the Takeover Panel in accordance with Rule 2.6(c) of the Code.

For the purposes of the Takeover Code this announcement has not been made with the agreement or approval of Anglo Asian.

A further statement will be made as appropriate.

The management have confirmed to me that the trial is on track to begin in Q1. Important to note that they will be treating only a few patients in the first few months of the trial and I think they have enough cash to do that. They have also confirmed that they will be providing regular updates. So my guess is that they will be hoping for positive safety and early signs of efficacy in the first one or two patients. This news no doubt will cause a rise in the share price and that is when I think they will raise about £1M.

Not necessarily, they only need £1M for the first part of the trial. I am hoping they treat the first few patients and report positive safety and efficacy data and then raise the small amount they need at a much higher share price.

Not long to go, with the phase 2 registrational trial starting in Q1 26. It’s very rare for a company to be in this position and only have a Mcap of £5M. I am convinced the rerate will begin soon, decent volume yesterday and looks like peeps starting to take positions.

I can see a similar rise to Hemo happening here. Hemo started to dose patients in a phase 1 trial and after treating a couple of patients it reported no safety issues and early signs of efficacy. The share price rose from around £1.70 t0 £15.00

If we also report no safety issues and early signs of efficacy after treating the first few patients then I can't see why we can't hit a £1.00. Also don't forget ours is a phase 2 registrational trial, we are much further ahead than Hemo.

Even at a pound we will have a Mcap of £40M which is peanuts.

A bit of info on the phase 2 trial starting Q1 26 for anyone new here. The trial will be split into two parts, the first part of the trial will cost £1M and as it is an open label trial the company will be providing regular updates on safety and efficacy.

Interesting article, see link below.

https://www.bfb.az/en/post/baku-stock-exchange-discusses-cooperation-opportunities-with-anglo-asian-mining-plc

Yes, I believe so.

Those are huge buys, is news close on the licensing deal for AT278?

Zak on X covering Arecor. Gap fill at 74p and then should hit 88p by end of this month.

Big bucks involved in GLP-1 Receptor agonist deals. With $120M upfront and upto $2B in milestones for GLP-1 Receptor agonist licensing deal. Arec also developing a GLP-1 Receptor agonist and have already had positive in vitro data and further data expected over the next few months.

https://www.globenewswire.com/news-release/2025/07/30/3123846/0/en/Madrigal-Pharmaceuticals-Enters-into-Exclusive-Global-License-Agreement-for-Oral-GLP-1-Receptor-Agonist-with-CSPC-Pharmaceutical-Group-Limited.html

Boom tipped in Investors Chronicle.

https://www.investorschronicle.co.uk/content/2161857d-4102-4286-b950-a7dd6e6d139b

Https://www.fool.co.uk/2025/07/19/this-ex-penny-stock-has-the-potential-to-