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@ontarget agreed no it can't, it's arbitrary based off of the midpoint at the time. If the trade price is above it's a buy, if the trade price is below it's a sell. But buys can be below the midpoint and sells can be above it, so without going through each trade, looking at the spread at the time and the prices of other trades made at a similar time it's difficult to know exactly what's what if their close to midpoint.
@shareman as noted above, they can show up as sells all they want but that doesn't mean it's accurate
@mushy why is it unlikely? It’s no less likely than unlikely... We’ve already had huge news since they announced the webinar and requested questions, why couldn’t we get more answers beforehand? Nothing wrong with having some optimism
@safy really great and detailed work, thank you for sharing your findings with all of us.
One thing I noticed is that you haven't mentioned anything about African approvals..? I think we have fairly vague information on that at present from GDR, other than we're applying for country specific registrations rather than focusing on WHO approval. Have you done any investigations into Africa? I must admit that's one I've not even looked at - I guess not knowing exactly which countries they're targeting makes the 'deep dive' that much more time consuming...
@CD 500M are held by significant shareholders, given we've had no TR1s from them to show they've moved percentage points or crossed below 3% - and from the names I'd say the majority would do so in a timely fashion - then I'd say they're still in 'safe hands'.
So liquidity is reduced even further to 300M shares. Then with the recent stockpiling from someone(s) plus sticky PIs it's reduced even further again - to a guess where yours is as good as mine, but imo you could probably assume only 25% of shares are 'liquid'
It's a legitimate story but it's not linked to Hemo... it's Dicerna Pharmaceuticals, says it in the title:
https://www.thepharmaletter.com/article/lilly-buys-in-to-dicerna-s-rnai-platform
@bluelight the difference is NCYT can only really be valued on Covid - so the market is going to treat that differently. I know it has stuff in the pipeline but nothing massive coming to market this year. It was in the teens before Covid and what new tests are coming online?
By the time this actually gets going GDR are going to have Covid (imminent with POC towards year end), AIHL (autumn 2020) and HCV (on sale with delays gaining traction due to Covid, but confident it will). Granted GDR was also low at the start of the year (20s) but none of these tests had received full approvals and been confirmed as launching. These are 3 huge tests, all of which could likely exceed our current mcap within 1 year of sales. So the market will be able to see that we are cash generative for the foreseeable years to come, not just until mid-2021 and imo there's no reason not to be valued like annual revenue generators at multiples of mcap.
@sparster we'll hopefully bounce off the 20 day EMA in the next couple of hours - I'm looking at an hourly timeline - and then be in for a rise into the close. Already had amazing news and expecting further news ahead of next week's webinar so no reason why this should go lower, but who knows...
@CD I see what you're saying and I definitely hope you're wrong. With the news that's due this sp should rerate from it's well undervalued current position. Would definitely be a shame to see that opportunity lost to a low ball offer (still north of here of course)... As others have said would be nice to get a TR1 to know what we're dealing with, these massive buys absolutely swamp my meagre top ups lol - happy to be here all the same though.
I think next week is key for news landing and we'll see where we go from there I guess.