Member Info for Sangijuelas1

Our time will come. Look at our ticker. When everyone starts talking about Lbps (live biotherapeutic products) we have LBPS

Well done on that stockpick. Sounds like they have a different approach to Biogen

The whole pharma market is up in the US. Except LBPS!

Trading is suspended at the moment.

They got approval. Could be good for pharma sector

If you want a trade today Biogen is roulette, red or black.

I don't dare

At least know not likely to be Baillie Gifford selling out. They love this

With any share like this it is worthwhile trading 10-20% of holding.
You get used to the fluctuations and you are researched so it's OK holding the bag if it does dip.

I am a bit overweight at the moment. I dumped a few at 105 but bought them back at 91.

The company has cash until next summer. By then some of the many shots on goal will have hopefully been scored.

You're the one who seems a bit nervous

Yep

It wouldn't be that much. It's only taking tablets and 4D manufacture them.
Depends how many sites trial is done across.

The P2 Blautix trial was bigger than the Seres P3 believe it or not.

Would be in the region of £20m.

If 4D running it, there would have to be a cash raise so probably negative impact.

If out licensed there would be a likely upfront payment so positive impact

It's not that Blautix is not important. It's more that the company is seeking to establish itself as the market leader by demonstrating that there is so much more potential for microbiome derived drugs beyond gastro intestinal diseases.

There still has not been an approval of a live biotherapeutic. When that comes and there are 3 companies in the running it will benefit the sector as a whole.

Could possibly get a milestone payment from MSD for the vaccines. Told to expect news before year end

Yeah but would not be before 2023/24

Best bet for approval is 0518, which I think has the potential to get Breakthrough Therapy designation if positive data comes through

Quite heavily traded today with limited impact on the price

Did a bit more digging and liked what I saw.

Wondering about the potential for ESG audits as that sector is booming and set to grow.

Sorry Biogen not Biomed

Alzheimers drug FDA decision due today.

Could impact across the pharma markets