"EMA approach will be informative for surufatinib…..let’s see if there is a difference of opinion."
Jatw - do you know when the decision is due from EMA?
TQ
Hi ISA,
You mentioned - "so we should get strong April figures next week"
What do you mean - a TU?
The quarter TU is at the end of the month - is it not?
Thanks
Precisely - hence why I've added.
Now is the time to buy - buy low sell high
Thought this was only moved by the forces of gravity - my gosh the last few days - WT... !
Flummoxed
Nice to see it's going the way that it should be going.
Sorry - got muddled up - you're right.
Should be a good 'un
TU out on 29th April - this Friday
GL not that we need it given the cash they are milking from op!
Palm Oil now 9% up to 6955 MYR
Why the price action?
No export ban.
Palm oil prices rises.
= MPE flooded with cash.
https://www.reuters.com/world/asia-pacific/indonesia-export-ban-will-not-include-crude-palm-oil-sources-2022-04-25/
CPO export ban - no longer an issue !
Therefore, sp fall = great opp to buy back before TU
https://www.bloombergquint.com/business/palm-oil-jumps-almost-5-as-top-shipper-indonesia-to-ban-exports
Now no cpo export ban according to this. ...mmm
If CRH's recent TU was excellent, surely GFTU's is likely to be similar?
Also, BRCK, Ibstock, MBH all recent TU's are excellent.
Similarly VP was good too.
RMI sector killing it at the mo. contrary to what masses believe.
From the TU, they have clearly demonstrated their versatility and ability to steer the ship through extremely difficult macro environ.
Management is excellent.
Pricing power very strong
No supply constraints issues
Strong tailwinds
PE - c 13? cheap
Would not surprise me if more II's or Downing load up more given how re-assuring the TU was.
Spread is peanuts so can always dash in and out with minimal fees.
MM gapped up on TU day to starting price of 276p - so not many recent PIs, including myself bought below than that (many like me were sitting on the sidelines), given that many were expecting inflationary narrative and supply constraints blah blah narrative to pop up - no such thing!
Let's hope by next TU - need some ALPHA!
Renishaw had similar delays with auditors.
The reason for the delay is clearly stipulated - unlike SFOR
After a horrid spell, biotech should turn the corner. When? Market decides.
Pioneering best IP in Kidney transplant - not the usual rubbish on AIM at ridiculous price. At c£45mn valuation, if you were to walk into a PE firm with this idea, they would probably laugh at you given how cheap it is. Now whack on the IP, Mt Sinai collab + work done to date on reimbursement + advisory board = ridiculously cheap.
Spread has been this wide for quite a while mate
Worked sell? at 2:35 p.m.?
SP action has been looking weak all day.
Another false dawn?
That's what I thought after selling HTG at 161p a few months back.
At this valuation - CAREDX should throw £100mn on the table and take the IP removing one of their competitors.
Would be chump change for them.
Absolutely zero credit given by market to where Vrci have got to w.r.t progress.
Whole market taking the mick with Vrci.